Microsoft Weighs Lawsuit Over OpenAI's $50B AWS Deal
Microsoft is considering suing OpenAI and Amazon after a $50 billion AWS cloud deal may breach its exclusive cloud hosting agreement signed when it backed OpenAI with $13 billion.
Cloud
Oracle's $553B AI Backlog Says Cloud Is Cashing In
Oracle's Q3 FY2026 results show $553B in contract backlog - up 325% year-over-year - as AI infrastructure demand continues to outpace supply.
Amazon Bets $50B on OpenAI to Build Stateful AI on AWS
Amazon invests $50 billion in OpenAI, commits 2GW of Trainium capacity, and becomes the exclusive third-party distributor for OpenAI Frontier - reshaping how enterprises deploy AI agents on AWS.
Claude Goes Down Globally as AWS Data Centers Burn in the Middle East
Anthropic's Claude experienced elevated errors across claude.ai, Claude Code, and authentication starting at 11:49 UTC, while AWS data centers in the UAE and Bahrain went offline after objects struck a facility and power failures cascaded across the region.
AWS Trainium3 - Amazon's 3nm AI Accelerator
Complete specs, benchmarks, and analysis of AWS Trainium3 - Amazon's TSMC 3nm AI chip with 2.52 PFLOPS FP8, 144GB HBM3e, and NeuronLink-v4, powering Anthropic's Claude through Project Rainier.
Cursor Ships Cloud Agents That Build, Test, and Demo Code
Cursor's cloud agents now run in isolated VMs where they write software, test it themselves, record video proof, and submit merge-ready pull requests.
