Compute Is Now AI’s Scarcest Layer: Amazon Expects to Fall Short of Demand Through 2027

Amazon plans to spend about $220 billion on capital expenditures this year, and CEO Andy Jassy still told investors the company will not have enough capacity to meet all... Read more »

Database Migration Was Cloud’s Last Manual Bottleneck. AI Just Made It a Battleground

Google Cloud has spent more than two years teaching Gemini to read Oracle stored procedures and rewrite them for PostgreSQL. On August 11, 2026, it extended that work again,... Read more »

Meta’s AI Cloud Strategy: How Infrastructure Spending Becomes Business Revenue

Meta is spending at hyperscaler scale on artificial intelligence infrastructure—$125 billion to $145 billion in 2026 capital expenditures alone. Investors have asked the question every investor asks at this... Read more »

GitHub Copilot Just Got Expensive for the Users Who Used It Most

GitHub Copilot’s Pricing Shift: Why AI Coding Assistants Are Entering Their Unit Economics Era GitHub Copilot’s June 1 pricing change turned a predictable monthly subscription into a metered compute... Read more »

Google Is Not Just Updating Gemini, It Is Building an AI Operating Layer

Google Turns Gemini Into an Agent Platform: Inside 3.5 Flash, Spark, and Omni Google’s latest AI announcements signal a fundamental shift in how it wants Gemini to compete. With... Read more »

Enterprise AI Had a Default Stack, Microsoft and OpenAI Just Made It Optional

No AI Alliance Should Be Treated as Permanent: The Microsoft-OpenAI Lesson  For three years, enterprise AI strategy had a reliable blueprint: OpenAI models, Azure infrastructure, and Microsoft productivity tooling... Read more »
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