News/Cloud
MuleSoft unveils new AI integration framework for API-centric enterprise
MuleSoft's latest platform update marks a significant shift in how software will interact with APIs, as AI agents become autonomous decision-makers rather than passive tools. This transition from human-directed API connections to AI-driven autonomy represents a fundamental evolution in software architecture, potentially transforming how enterprises build integrated systems and leverage their data across applications. The big picture: MuleSoft is expanding its API-centric platform to embrace agentic AI technologies, moving beyond traditional request-driven software engineering toward autonomous agent-driven connections. The Salesforce-owned company is positioning itself at the forefront of a major architectural shift where AI agents, not humans, will increasingly become...
read May 19, 2025Zayo moves to the frontlines of AI infrastructure with major fiber expansion
Zayo's acquisition of Crown Castle's fiber assets represents a transformative step in digital infrastructure that extends far beyond simple corporate consolidation. As high-bandwidth demands for AI, edge computing, and next-generation connectivity accelerate, this strategic move positions Zayo to significantly expand its metro network footprint while strengthening critical AI corridors across North America. The acquisition underscores the growing importance of robust fiber networks as the foundation for nearly every major technological advancement on the horizon. The big picture: Zayo Group's acquisition of Crown Castle's fiber assets dramatically expands the company's network reach and positions it as a central player in the...
read May 16, 2025Google files reveal concerns over Project Nimbus control in Israel
Google's Project Nimbus contract with Israel is raising serious ethical and legal concerns as internal documents reveal the tech giant knowingly provided powerful cloud technology despite limited ability to monitor its use. The confidential report, obtained by The Intercept, exposes Google's awareness of significant risks in selling advanced cloud computing services to a nation with a controversial human rights record. This revelation comes at a time when tech companies face increasing scrutiny over their government partnerships and the potential weaponization of their technologies. The big picture: Google acknowledged it would have "very limited visibility" into how Israel would use its...
read May 16, 2025API gives way to AI: Microsoft phases out Bing Search app programming interfaces
Microsoft's decision to shut down Bing Search APIs in favor of AI-driven alternatives marks a significant shift in how developers will integrate search functionality into their products. This move reflects the tech giant's growing emphasis on AI services, potentially forcing thousands of smaller developers to adapt their applications while larger partners like DuckDuckGo maintain their access. The transition signals an industry-wide trend toward AI-generated responses over traditional link-based search results. The big picture: Microsoft plans to completely decommission Bing Search APIs on August 11, 2025, eliminating a service that developers have used to integrate web search capabilities into their applications....
read May 16, 2025NTT DATA expands data centers with 3 major land acquisitions
NTT DATA's global data center expansion marks a significant escalation in the company's infrastructure strategy, securing land across three continents to support nearly a gigawatt of new capacity. This aggressive growth initiative comes amid surging demand for data center capacity driven by AI computing requirements and digital transformation. The $10 billion investment through 2027 positions NTT DATA as a major player in the increasingly competitive global data center market. The big picture: NTT DATA has secured land across seven strategic markets in North America, Europe, and Asia as part of a $10 billion investment plan through 2027, enabling nearly a...
read May 16, 2025CoreWeave expands AI partnership with OpenAI in $4B deal
OpenAI is deepening its financial commitment to cloud infrastructure provider CoreWeave with a new multi-billion dollar agreement. This expanded partnership represents a significant escalation in OpenAI's computing infrastructure investments as it continues to develop and scale its AI models, including ChatGPT. The deal highlights the massive capital requirements underpinning cutting-edge AI development and the strategic importance of securing long-term computing capacity in the AI arms race. The big picture: Nvidia-backed AI infrastructure company CoreWeave has secured an additional $4 billion commitment from OpenAI in a deal extending through April 2029. Key details: The agreement was revealed in a regulatory filing...
read May 15, 2025Bob and Weave: CoreWeave reports massive revenue growth in surprise turnaround post-IPO
CoreWeave's first quarterly earnings as a public company reveal explosive growth in the AI infrastructure sector, with revenue soaring 420% year-over-year to $981.6 million, significantly exceeding analyst expectations. This performance highlights the intensifying demand for specialized GPU computing resources as companies race to build and deploy AI systems, with CoreWeave positioning itself as a critical infrastructure provider in an increasingly competitive landscape. The big picture: CoreWeave reported Q1 revenue of $981.6 million versus analyst expectations of $853 million, representing 420% growth compared to the same period last year. Despite the revenue beat, the company posted a net loss of $314.6...
read May 10, 2025AI growth in India gets boost from Google Cloud
Google Cloud is accelerating its AI expansion in India with plans to bring its entire AI technology stack to this strategic growth market. The company is prioritizing local hosting of AI models to improve performance and data security while expanding data center infrastructure to better serve Indian enterprises and government agencies. This push comes as India emerges as one of Google Cloud's fastest-growing global markets and aligns with the country's own Rs 10,000 crore IndiaAI Mission initiative. The big picture: Google Cloud is strategically positioning its complete AI stack in India, viewing the market as critical to its global growth...
read May 9, 2025AWS boosts AI offerings and skills training in India
AWS is dramatically expanding its generative AI capabilities in India while simultaneously addressing the critical skills gap needed to power these advanced technologies. The company's dual focus on technology deployment and workforce development comes as part of a massive $16.4 billion investment commitment to the Indian market through 2030. This strategic expansion aims to position AWS as the premier partner for organizations looking to leverage generative AI while ensuring India develops the talent base needed to sustain AI-driven transformation across industries. The big picture: AWS is enhancing its generative AI offerings in India while investing heavily in workforce development to...
read May 8, 2025Forward march: Microsoft expands AI data centers despite initial pullback reports
Microsoft's ambitious $80 billion data center investment plan remains firmly on track, dispelling recent rumors of a pullback due to AI demand concerns. The tech giant's leadership directly addressed the speculation during its recent record-breaking Q3 earnings report, reaffirming its commitment to massive infrastructure expansion. This development underscores Microsoft's conviction that cloud and AI infrastructure represent critical strategic investments despite the quarter-to-quarter volatility that naturally occurs in large-scale capital deployment. The big picture: Microsoft has maintained its historic 2025 capital expenditure plan of $80 billion, aligning with similar massive investments being made by AWS, Google, and Meta. The company spent...
read May 7, 2025Mistral targets enterprise AI with new Le Chat and Medium 3 models
Mistral's new Le Chat Enterprise brings an AI assistant designed specifically for enterprise needs, with privacy features and cross-application support that could help the French AI startup gain traction against larger competitors. Built on its efficient Medium 3 model, the platform offers a comprehensive solution for businesses seeking to implement AI while maintaining data sovereignty and security. The big picture: French AI startup Mistral has launched Le Chat Enterprise, a unified AI assistant designed for enterprise-scale productivity that outperforms larger models while using fewer computational resources. The platform is built on Mistral's new Medium 3 model, which delivers high performance...
read May 5, 2025Open-source MCP integration Klavis AI gains traction
Klavis AI is emerging as a solution to the complex challenges of Model Control Protocol (MCP) implementation, offering developers a streamlined path to integrate advanced AI capabilities into their applications. By providing ready-to-deploy MCP servers and clients, the platform removes significant technical barriers that typically slow AI integration, allowing developers to focus on creating value rather than wrestling with infrastructure concerns. The big picture: Klavis AI delivers production-ready MCP servers and clients that can be integrated into applications in under a minute and scaled to support millions of users. The platform offers both self-hosted open-source options and fully managed hosted...
read May 5, 2025Google Gemini API falls short among large language models
Google's Gemini offers cutting-edge AI capabilities across multiple domains, yet developers face significant barriers when attempting to harness this technology. While Google has positioned itself at the frontier of AI with superior multimodal capabilities, extensive context lengths, and competitive fine-tuning options, these technological advantages are undermined by fragmented services, poor documentation, and unnecessarily complex implementation requirements. This disconnect between technical capability and developer accessibility represents a critical challenge for the broader adoption of Google's AI technologies. The contradictory landscape: Google's Gemini models lead in several key technical areas but trail in developer experience. Despite offering the most cost-effective long-context and...
read May 3, 2025Nokia upgrade enables EXA to expand global fiber capacity by 15%
Telecommunications infrastructure continues to reshape itself around artificial intelligence's explosive data demands. EXA Infrastructure's significant optical network upgrade with Nokia technology represents a critical evolution in the global fiber backbone that powers AI development. This partnership highlights how infrastructure providers are retooling to address the dual challenges of meeting unprecedented bandwidth requirements while simultaneously improving energy efficiency – a balancing act that will determine which networks can effectively support the AI economy. The big picture: EXA Infrastructure is boosting its global optical network capacity by 15% through Nokia's advanced 1.2 Tbps per-channel upgrade, representing a significant technological leap from systems...
read Apr 30, 2025SaaStr 2025 unites top cloud, B2B and AI leaders in SF Bay
SaaStr Annual + SaaStr AI Summit 2025 stands out as the definitive gathering of cloud and AI industry leaders, bringing together executives who are actively shaping the future of AI-first software. Taking place May 13-15 in San Francisco, this event distinguishes itself by featuring actual revenue leaders and founders rather than theoretical speakers—offering attendees direct access to strategies from executives building successful nine-figure ARR businesses across cloud services, AI development, marketing, and platform leadership. 1. Cloud Titan Leaders The event showcases leadership from major cloud service providers including the CEO of Snowflake who's driving data cloud innovation, CEO of HubSpot...
read Apr 30, 2025Microsoft reports 18% profit surge amid tech sector challenges
Microsoft's cloud computing and AI segments are driving robust growth, delivering strong financial results amid economic and trade uncertainties following President Trump's return to office. This performance illustrates how Microsoft's strategic investments in cloud infrastructure and artificial intelligence continue to yield significant returns even during periods of market volatility, offering investors reassurance about the company's fundamental business strength. The big picture: Microsoft reported $70.1 billion in quarterly sales with profits jumping 18% to $25.8 billion for the January-March 2025 quarter, exceeding Wall Street expectations and providing a stabilizing influence in an unsettled tech market. The company's earnings of $3.46 per...
read Apr 26, 2025Supabase empowers AI app developers with new tools
Supabase has emerged as the leading backend-as-a-service platform, securing a Series D funding round led by Accel amid remarkable growth. The platform now serves over 2 million developers and launches more than 10,000 new databases daily, with community meetups spanning 43 countries worldwide. This funding milestone, supported by prominent tech entrepreneurs from companies like Vercel, Laravel, and OpenAI, validates Supabase's approach of providing developers with a comprehensive backend infrastructure based on PostgreSQL. The big picture: Supabase has positioned itself as the "Stripe for backend services," offering developers a fully-managed infrastructure solution that includes PostgreSQL databases alongside authentication, storage, and other...
read Apr 26, 2025Adani plans $10B data center expansion to meet AI demand
Adani's $10 billion investment plan for Indian data centers reflects the growing demand for AI and cloud infrastructure in one of the world's fastest-growing digital economies. This significant capital injection represents the billionaire's strategic pivot toward technology infrastructure, positioning his conglomerate to capitalize on India's digital transformation and the surging computational needs driven by artificial intelligence adoption. The big picture: Indian billionaire Gautam Adani plans to invest $10 billion to build data centers across India, according to people familiar with the matter. The investment aims to capitalize on booming demand for artificial intelligence and business process services in the country....
read Apr 23, 2025Kubernetes AI framework Solo Kagent empowers agentic systems
Solo.io has launched Kagent, an innovative open source framework that equips developers with essential tools for building AI agents specifically designed to enhance Kubernetes workflows. Created in 2025 and built on Microsoft's AutoGen framework, this platform represents a significant advancement in how DevOps and platform engineers can leverage AI to streamline complex cloud infrastructure management tasks while maintaining appropriate security guardrails. The big picture: Kagent enables the deployment of AI agents within Kubernetes environments to handle routine infrastructure tasks, allowing engineering teams to focus on higher-value activities. The framework integrates with major cloud-native technologies including Kubernetes, Istio, Helm, Argo, and...
read Apr 16, 2025Kubernetes prove crucial in the AI era, boosting a private cloud resurgence
Private cloud technology is experiencing a significant revival, driven by artificial intelligence and digital sovereignty needs. At the recent KubeCon + CloudNativeCon Europe 2025 in London, attendance soared to 12,000 participants, demonstrating that Kubernetes and cloud-native technologies remain essential infrastructure components in the AI era. This renewed interest marks a shift from the hybrid cloud focus of recent years, as companies seek greater control over their data while building AI capabilities. The big picture: Kubernetes and cloud-native technologies are proving remarkably resilient against AI displacement while simultaneously becoming foundational for AI infrastructure development. The technologies that underpin modern cloud deployments...
read Apr 15, 2025KubeCon 2025 draws 12,000 as Kubernetes thrives alongside AI workloads
Kubernetes and cloud-native technologies continue to thrive despite the rise of AI, as demonstrated by the unexpectedly successful KubeCon + CloudNativeCon Europe 2025 in London. With over 12,000 attendees packing the London ExCel center, the 11-year-old conference showcased the enduring importance of core infrastructure technologies that power modern applications, including AI systems themselves. The event revealed how Kubernetes is proving resistant to AI-based development approaches while simultaneously becoming essential infrastructure for AI workloads. Why cloud-native technologies remain robust: Kubernetes and related technologies demonstrate surprising resilience against AI-driven development trends that are impacting other areas of software engineering. Infrastructure tasks require...
read Apr 14, 2025Extra non-terrestrial: Open RAN, AI, and satellite tech shaping the bridge from 5G to 6G
The future of wireless technology is taking shape with Open RAN, AI integration, and non-terrestrial networks emerging as key components likely to transition from 5G to 6G systems. As 6G research continues, these complementary technologies are already demonstrating their potential to transform wireless infrastructure through disaggregation, intelligent automation, and expanded coverage capabilities—creating a roadmap for the next generation of connectivity. The big picture: Open RAN technology has reached an inflection point in its development cycle and is "starting to take off," according to Kalyan Sundhar, VP and GM of Wireless Network Infrastructure and O-RAN at Keysight Technologies. Speaking from Mobile...
read Apr 12, 2025Nokia partners with telecom giants on spectrum sharing and cloud networks
Nokia is accelerating telecom innovation through strategic partnerships that showcase next-generation network capabilities. The company has established three significant collaborations in Malaysia and Saudi Arabia, each focusing on different aspects of network infrastructure evolution. These partnerships demonstrate how shared infrastructure, cloud-based radio access networks, and AI-powered data center solutions are collectively driving telecom transformation while enabling cost efficiencies and performance improvements. The big picture: Nokia is expanding its technology ecosystem through strategic partnerships with major telecom operators in multiple regions to advance networking capabilities. Nokia's collaborations with Maxis in Malaysia and both Tawal and Zain in Saudi Arabia highlight innovation...
read Apr 12, 2025CoreWeave’s $27B IPO tests investor appetite for AI infrastructure despite risks
CoreWeave's upcoming IPO represents a significant test of investor appetite for AI infrastructure companies amid sky-high growth projections. The cloud computing provider, which specializes in GPU infrastructure for AI workloads, has set a valuation target that reflects the current enthusiasm for AI-related stocks despite substantial operating losses and concentration risks. The disconnect between CoreWeave's financial fundamentals and its ambitious valuation highlights the speculative nature of AI investments in today's market. The big picture: CoreWeave plans to go public on March 28 with a $27 billion valuation that, while lower than earlier estimates, remains exceptionally high relative to its financial performance....
read