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Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.
Exclusive

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT
Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...
Sikander Rashid, Brookfield Asset Management's global head of AI infrastructure. Cyril Marcilhacy/Bloomberg via Getty Images.
Exclusive

Brookfield to Start Cloud Business to Lower Cost of AI

By Miles Kruppa · Dec 31, 2025 6:00am PST
Private-equity firm Brookfield is starting its own cloud business, going up against tech giants like Amazon by arguing it can bring down the costs of developing AI. The firm, which has long invested in infrastructure and energy, is becoming the first major investment firm to try to lease chips inside data centers directly to developers, rather... Private-equity firm Brookfield is starting its own cloud business, going up against tech giants...
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Exclusive

ByteDance Challenges Alibaba’s Reign in China’s AI Cloud Market

By Juro Osawa · Dec 1, 2025 4:00am PST
ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also becoming known as a major force in cloud computing—so much so that it is now threatening Alibaba Group, long the undisputed king of cloud services in China. In one sign of the intensifying rivalry, executives at Alibaba have started to focus on the... ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also...
Nvidia CEO Jensen Huang introduces the Vera Rubin server racks. Photo by I-Hwa Cheng/Getty Images
AI Infrastructure

Nvidia’s New Rubin Servers Offer Early Relief to Cloud Providers

By Phoebe Liu · Jul 27, 2026 11:14am PDT
Finally, there’s good news for Nvidia customers who have been contending with more and more difficulties getting data centers up and running: Nvidia’s next-generation chips probably won’t be one of them. That’s according to several executives at cloud providers that purchase Nvidia AI servers. They told me that based on their initial tests,... Finally, there’s good news for Nvidia customers who have been contending with more and more...
Alphabet CEO Sundar Pichai. Getty Images.
The Briefing

Google Cloud’s Revenue Is Rocketing—but Costs of AI Expansion Are as Well

By Martin Peers · Jul 22, 2026 5:01pm PDT
Wow. Google Cloud’s business exploded in the second quarter, with revenue soaring 82%, nearly 20 percentage points faster than for the previous quarter. Rapid demand for AI services—and in this quarter, the impact of AI chip sales—has lifted Google Cloud’s growth rate by nearly 50 percentage points in the past four quarters. But while cloud... Wow. Google Cloud’s business exploded in the second quarter, with revenue soaring 82%, nearly 20...