Writer's Survey Says 97 Percent of Companies Deployed AI Agents. Only 23 Percent See Real ROI.
AI & ML
Bruno Digital · 17h ago

Writer's Survey Says 97 Percent of Companies Deployed AI Agents. Only 23 Percent See Real ROI.

A 2,400-person survey from Writer finds agentic AI adoption near universal and the payoff rare, with 79 percent of organizations reporting significant struggles and more than half the C-suite saying it is pulling the company apart.

Broadcom's Five Year Deal With Google Shows Where Custom Cloud Silicon Is Headed
Cloud·17h ago

Broadcom's Five Year Deal With Google Shows Where Custom Cloud Silicon Is Headed

Broadcom will design Google's next generation custom AI chips through 2031, and a linked deal hands Anthropic 3.5 gigawatts of compute on Google's own processors starting in 2027. Chip independence is becoming cloud strategy.

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Cloud·17h ago

New York Became the First State to Freeze New Hyperscale Data Centers, and More Will Follow

Governor Kathy Hochul signed an executive order pausing permits for new data centers above 50 megawatts for a year. It is the first statewide moratorium of its kind, and it sets a template other states are already discussing.

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Microsoft Is Offering Buyouts to 60,000 Workers While Capex Heads Toward 190 Billion Dollars
Cloud·17h ago

Microsoft Is Offering Buyouts to 60,000 Workers While Capex Heads Toward 190 Billion Dollars

Microsoft's voluntary exit offer to roughly a quarter of its workforce lands in the same earnings cycle as 175 to 190 billion dollars in planned 2026 capital spending. The money is visibly moving from headcount to data centers.

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SK Hynix Just Posted a 632 Percent Profit Jump, and Your Cloud Bill Is Why
Cloud·17h ago

SK Hynix Just Posted a 632 Percent Profit Jump, and Your Cloud Bill Is Why

SK Hynix reported a 632 percent year-over-year jump in operating profit on soaring HBM and DRAM prices. That memory is the same memory going into every cloud instance you rent, and analysts warn the price cycle has not peaked.

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Amazon, Microsoft and Google Just Raised the Capex Floor to 167 Billion Dollars a Quarter
Cloud·17h ago

Amazon, Microsoft and Google Just Raised the Capex Floor to 167 Billion Dollars a Quarter

Q3 2026 earnings show AWS, Azure and Google Cloud combined for roughly 167 billion dollars in quarterly capital spending, and Amazon alone is guiding to 220 billion dollars for the year. Every enterprise buying compute from them is funding that bill.

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Google Cloud's London Outage Is a Receipt for Why Multi Region Still Matters
Cloud·1d ago

Google Cloud's London Outage Is a Receipt for Why Multi Region Still Matters

A five hour power failure in Google Cloud's London zone knocked out 38 products and disrupted banks, delivery firms, and the NHS app, showing how far cascading cloud dependencies still reach from inside a single availability zone.

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Google Put a Data Center in Orbit, and It Just Wrote a Haiku
Cloud·2d ago

Google Put a Data Center in Orbit, and It Just Wrote a Haiku

Google's Suncatcher prototype satellite is now running Tensor Processing Units in space, and its first real workload was a haiku from the Gemma model. The poetry is a functional check, but the economics behind it depend entirely on SpaceX.

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The Cloud Growth Race Just Flipped, and AWS Is No Longer Setting the Pace
Cloud·2d ago

The Cloud Growth Race Just Flipped, and AWS Is No Longer Setting the Pace

Google Cloud grew revenue 103 percent last quarter while AWS grew 39 percent, and the gap says more about where enterprise AI spending is actually landing than any single earnings call did.

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Google Bet 4.3 Billion Dollars That Nuclear Plants Can Keep Pace With Its AI Power Appetite
Cloud·2d ago

Google Bet 4.3 Billion Dollars That Nuclear Plants Can Keep Pace With Its AI Power Appetite

A 20 year nuclear deal with Constellation Energy shows how far hyperscalers now have to reach just to keep the lights on for their AI clusters, and it will not be the last one.

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Gartner Says Data Center Hardware Will Eat Half of Next Year's IT Budget Growth
Cloud·3d ago

Gartner Says Data Center Hardware Will Eat Half of Next Year's IT Budget Growth

Gartner's new forecast puts 2027 IT spending at $7.35 trillion, and data center systems alone account for roughly half the increase, driven by memory prices that have more than doubled in a year.

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