Nvidia's CEO says the AI cloud giant can stand alone, but credit markets just priced a record chance it won't.

The AI cloud darling's debt is suddenly trading like a distressed asset, and every CFO funding data centers with leverage should be watching.

2,600 AI probes on Alibaba's Amap traced to Tencent Cloud - a data war warning.

Analyst sees $8.5T needed to justify AI datacenter capex, but only $3.6T in revenue coming, forcing a brutal shake-out.

Apple's internal distributed GPU cloud pools idle Macs to run AI inference, turning a 10-hour wait into minutes for its teams.

A Cloudflare chart shows Russian bot traffic collapsing after strikes on Yandex data centers - but the bots disappearing aren't the disinformation farms everyone assumes.

Xbox Cloud Gaming becomes the only place to stream GTA VI at launch, a move CEO Asha Sharma says no rival is matching.

The kill switch reality is colliding with Europe’s cloud, compute, and regulatory bottlenecks.