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Alpha Compute brings confidential GPU as a service to India after rebranding shift

Alpha Compute brings confidential GPU as a service to India after rebranding shift

US-listed Alpha Compute is expanding its confidential GPU-as-a-service offering in India by partnering with local data centers. The company says demand from clients including Telegram is driving the push, with a focus on low-latency AI infrastructure. The expansion follows a rebrand from a digital asset treasury platform to a secure AI infrastructure provider.

Summarised by Beize from a story on The Economic Times on 12 May 2026
India mining sector shifts from compliance to smarter sustainability using cloud and edge tech

India mining sector shifts from compliance to smarter sustainability using cloud and edge tech

India’s mining industry is starting to move beyond a compliance-only sustainability mindset toward a more proactive model expected to boost decision-making and efficiency across the entire mining value chain. A new report flags cloud and edge technologies as key to handling varied operations, enabling faster, data-driven management of complex sites and processes.

Summarised by Beize from a story on The Economic Times on 9 May 2026

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CoreWeave Beats Revenue Estimates as AI Boom Supercharges High Performance Cloud Demand

CoreWeave Beats Revenue Estimates as AI Boom Supercharges High Performance Cloud Demand

CoreWeave has topped revenue expectations, driven by surging demand for its high performance cloud and computing services. These capabilities are increasingly essential for training and deploying artificial intelligence models. The company also landed major deals with Meta, Jane Street, and Anthropic, strengthening its position as a central player in the race to build AI infrastructure.

Summarised by Beize from a story on The Economic Times on 8 May 2026
IBM and Yotta launch agentic AI platform for Indian government and businesses

IBM and Yotta launch agentic AI platform for Indian government and businesses

IBM has partnered with Yotta Data Services to roll out an agentic AI platform designed for Indian government bodies and businesses. The system will run on Yotta’s Shakti Cloud, focusing on secure and compliant AI adoption. The deal also brings IBM’s sovereign core to Yotta’s cloud infrastructure, aiming to strengthen data control as organizations deploy autonomous AI.

Summarised by Beize from a story on The Economic Times on 7 May 2026
AI cloud boom is reshaping data and chip markets as billions flood infrastructure spending

AI cloud boom is reshaping data and chip markets as billions flood infrastructure spending

Cloud companies are riding the AI surge with rapidly rising spending on AI infrastructure, including billions pledged for upcoming years. At the same time, AI chip competition is intensifying, even as Nvidia’s valuation climbs. New entrants are challenging the status quo, signaling a shifting technology landscape for data handling, compute, and long-term investment priorities.

Summarised by Beize from a story on The Economic Times on 5 May 2026
AI and cloud boom strain water supplies as Centre touts advanced cooling fixes

AI and cloud boom strain water supplies as Centre touts advanced cooling fixes

As India’s AI and cloud sectors surge, water management is emerging as a new pressure point. Researchers say these fast-growing technologies could drive large annual water demand, intensifying local resource stress. The Centre, however, insists industry is deploying advanced cooling systems to cut both water use and energy consumption, aiming to balance growth with sustainability.

Summarised by Beize from a story on The Economic Times on 3 May 2026

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Karnataka to build 1000 MW data parks in Bengaluru Mysuru and Mangaluru on green power

Karnataka to build 1000 MW data parks in Bengaluru Mysuru and Mangaluru on green power

Karnataka plans to set up 1,000 MW of data parks across Bengaluru, Mysuru, and Mangaluru to accelerate industrial growth. A 500 MW project near Bengaluru is slated to run on solar power and treated water, while Mangaluru will host a large facility spanning 350 acres. The state says it will guarantee power and water for investors.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Google Cloud surges ahead as Big Tech pours 700 billion into AI race

Google Cloud surges ahead as Big Tech pours 700 billion into AI race

Alphabet’s cloud business is accelerating faster than Amazon and Microsoft, with Google’s AI tools increasingly driving demand. Meanwhile, Big Tech’s AI spending is set to exceed $700 billion this year, as companies race to build the infrastructure behind next-gen models. Investors are watching the link between AI investment and cloud growth closely.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Microsoft plans record capex for AI cloud as revenue surges to $54.5 billion and run rate tops $37 billion

Microsoft plans record capex for AI cloud as revenue surges to $54.5 billion and run rate tops $37 billion

Microsoft’s latest quarter delivered 29% cloud growth, with Microsoft Cloud revenue hitting $54.5 billion. Total revenue rose 18% to $82.9 billion and net profit climbed 23% to $31.8 billion. The company’s AI annual revenue run rate now exceeds $37 billion, but management warns it’s supply constrained through 2026 while capex ramps to an estimated $190 billion for 2026.

Summarised by Beize from a story on YourStory on 30 Apr 2026
Amazon AWS profits are rising but capital spending is climbing fast too

Amazon AWS profits are rising but capital spending is climbing fast too

Amazon says its AWS cloud business is bringing in more money than expected, signaling strong momentum in the segment. But the company’s CEO also warned that heavy capital spending will continue for the near term, even as profits rise. The result: investors may see upside from AWS alongside costs needed to support growth.

Summarised by Beize from a story on TechCrunch on 30 Apr 2026

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Satya Nadella says Microsoft plans to fully exploit the new OpenAI deal

Satya Nadella says Microsoft plans to fully exploit the new OpenAI deal

Satya Nadella says Microsoft is ready to “fully exploit” the latest OpenAI agreement, where Microsoft can offer OpenAI technology to its cloud customers. The key twist: Microsoft reportedly doesn’t have to pay for the underlying tech, turning the partnership into a potentially high-margin distribution opportunity for Microsoft’s cloud business.

Summarised by Beize from a story on TechCrunch on 30 Apr 2026
Google Cloud tops 20B quarterly revenue but admits it could grow faster

Google Cloud tops 20B quarterly revenue but admits it could grow faster

Google Cloud has crossed $20B in quarterly revenue for the first time, driven by accelerating AI-related workloads. Yet the company warns that the pace of growth was held back by capacity constraints, implying it may have delivered even higher revenue if more infrastructure had been available. Investors are watching how quickly Google can expand resources to meet demand.

Summarised by Beize from a story on TechCrunch on 30 Apr 2026
Amazon shares rise after cloud-led profit surge but costs spark after hours worry

Amazon shares rise after cloud-led profit surge but costs spark after hours worry

Amazon reported a stronger first-quarter profit and revenue, with cloud growth, AI investments, new partnerships, and expanded delivery helping drive net sales higher. The company also offered a solid sales outlook, but shares slipped after hours as investors scrutinized spending plans and flagged rising tariff and shipping costs across global operations.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Amazon cloud surge beats expectations but AI spending pressures profits

Amazon cloud surge beats expectations but AI spending pressures profits

Amazon Web Services outperformed Wall Street’s cloud forecasts, powered by rising enterprise spending on AI adoption. AWS revenue grew strongly as Amazon deepened AI partnerships and expanded infrastructure. Yet the stock fell after a weaker-than-expected outlook for the coming quarter’s operating income, highlighting how heavy AI investments may weigh on near-term profits before monetization arrives.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026

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Alphabet investors demand safeguards on cloud and AI used for government surveillance

Alphabet investors demand safeguards on cloud and AI used for government surveillance

Investors managing over $1 trillion have asked Alphabet for a meeting, pressing for clearer safeguards on how its cloud and AI technologies are used by governments for surveillance. The group says intervention controls in high-risk contexts appear insufficient. Alphabet had previously opposed a shareholder resolution, arguing that existing disclosures and frameworks already address the concerns.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Yotta and Gorilla Technology to add 20736 GPUs to India AI stack in 2.8 billion expansion

Yotta and Gorilla Technology to add 20736 GPUs to India AI stack in 2.8 billion expansion

YottaData Services and Gorilla Technology Group are expanding their AI infrastructure partnership with a deal valued at about $2.8 billion. The plan calls for deploying an additional 20,736 GPU cards in India, with rollout targeted to complete by September 30, 2026. The expansion is expected to meaningfully lift the nation’s AI compute capacity.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Microsoft OpenAI deal rewritten as exclusivity fades and Azure commitment stays

Microsoft OpenAI deal rewritten as exclusivity fades and Azure commitment stays

Microsoft and OpenAI have overhauled their partnership terms, reducing exclusivity and giving OpenAI room to broaden ChatGPT across competing cloud platforms. Microsoft says the update keeps OpenAI’s commitment to use Azure in place, but adds flexibility to expand enterprise offerings. The shift signals a major rewrite of how OpenAI scales with multiple infrastructure partners.

Summarised by Beize from a story on Republic on 28 Apr 2026
Microsoft shares slip as OpenAI ends exclusivity and opens its AI to rivals

Microsoft shares slip as OpenAI ends exclusivity and opens its AI to rivals

Microsoft’s shares fell after OpenAI ended their exclusivity arrangement, stripping Microsoft of exclusive access to key OpenAI technology. The companies will still work together, with Microsoft staying a primary cloud partner through 2032, but OpenAI can now partner with other cloud providers. Market reaction reflects concerns that Microsoft’s AI edge and economics may face tighter competition.

Summarised by Beize from a story on The Economic Times on 27 Apr 2026

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Microsoft slips after OpenAI exclusivity ends as Amazon surges over cloud AI shift

Microsoft slips after OpenAI exclusivity ends as Amazon surges over cloud AI shift

Microsoft’s stock fell 2–3% after its OpenAI deal lost exclusivity, ending Microsoft’s Azure-only control. OpenAI can now sell across all clouds, a change that helped lift Amazon. Yet the deeper update: Microsoft gives up revenue payments under the redesign while still retaining long-term access to OpenAI models through 2030—shifting from control to scale.

Summarised by Beize from a story on The Economic Times on 27 Apr 2026
Google launches 15 billion Vizag data centre with 5 gigawatts AI power

Google launches 15 billion Vizag data centre with 5 gigawatts AI power

Google Cloud is building an AI-ready data centre campus in Vishakhapatnam with a planned 5-gigawatt capacity. The $15 billion investment is the biggest Google has made in India and is expected to be completed over five years. Once operational, the facility will join Google’s global network and significantly boost data transfer capabilities.

Summarised by Beize from a story on The Economic Times on 25 Apr 2026
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