Ukraine Hits Two Yandex Data Centres, Reaching Russia's AI Compute
Ukrainian drones hit two Yandex data centres on 8 and 9 October 2026, disabling AI-training sites in Ryazan and Kaluga and disrupting Russian services.
By TPW Editorial8 min read
Cloud & Infrastructure
Platforms, edge computing, and the internet's plumbing.
19 storiesLatest: Oct 25, 2026
SK Hyper Puts the First 5 Gigawatts of Its AI Buildout at $350 Billion
SK Hyper is in talks with big tech and investors to fund a 15-gigawatt AI data centre plan in South Korea, starting with 5 gigawatts at about $350 billion.
TPW Editorial9 min read
Oracle Sends Force Majeure Notice on $18 Billion New Mexico Stargate Campus
Oracle sent a force majeure notice to the developer of Project Jupiter, an $18 billion Stargate AI data center campus in New Mexico, citing power delays.
By TPW Editorial9 min read
Anthropic Commits $11.6 Billion to Akamai for CPU Cloud Capacity
Akamai announced a seven-year, $11.6 billion cloud commitment from Anthropic on September 24, 2026, the largest deal in its history, with a warrant that could hand the AI lab up to 5 percent of the company.
By TPW Editorial8 min read
Microsoft Patches a CVSS 10.0 Missing-Authentication Flaw in Azure AI Foundry
Microsoft disclosed CVE-2026-85889, a CVSS 10.0 missing-authentication flaw in Azure AI Foundry, on 17 September 2026 and says it is already mitigated.
By TPW Editorial9 min read
Crux AI Reportedly Lines Up $22 Billion in Bank Debt to Buy Google TPUs
Ten banks are reportedly arranging a $22 billion loan for Crux AI, the Google-Blackstone TPU cloud venture, as AI infrastructure shifts deeper into debt.
By TPW Editorial9 min read
Nvidia and IREN's $5.5 Billion AI Cloud Deal Draws a JPMorgan Double Upgrade
Nvidia and IREN's roughly $5.5 billion AI cloud partnership is a $3.4 billion cloud contract plus a $2.1 billion equity right. JPMorgan just doubled down.
By TPW Editorial8 min read
AWS Abandons Two Middle East Data Zones After War Damage
Amazon's cloud arm told customers on September 15 that one UAE availability zone and its entire Bahrain region cannot be restored after Iranian strikes.
By TPW Editorial5 min read
Oracle's AI Cloud Backlog Hits $664 Billion as Infrastructure Revenue Doubles
Oracle's Q1 FY27 cloud infrastructure revenue doubled to $7.4 billion as its AI contract backlog reached $664 billion, with free cash flow still negative.
By TPW Editorial8 min read
Anthropic Leases a 2.16-Gigawatt Campus in Queensland, Its First Australian Data Centre
Anthropic leased the first stage of Western Downs Digital Park, a planned 2.16-gigawatt data centre campus near Dalby, Queensland, reported to cost about A$32 billion.
By TPW Editorial8 min read
Bell and Saskatchewan Sign MOU to Quadruple AI Data Centre to 1.2 Gigawatts
Bell Canada and Saskatchewan signed an MOU to grow the Bell AI Fabric site near Regina into a 1.2-gigawatt hub with more than $50 billion in planned investment.
By TPW Editorial8 min read
SK and AWS Push Their Ulsan AI Data Center Toward 900 Megawatts
SK Group's chairman says the Ulsan AI data center it is building with AWS is nearing 900 megawatts, far above the 103-megawatt site it first announced.
By TPW Editorial7 min read
Microsoft Plans to Triple Its Data Centres to 38 Gigawatts by 2032
Bloomberg reports Microsoft wants to grow from about 12GW to more than 38GW of data-centre capacity by 2032, a buildout larger than New York State's peak power draw.
By TPW Editorial8 min read
Google Will Spend €13 Billion in Finland, and Buy Nuclear Power for 22 Years
Google's largest-ever European investment adds three Finnish data centres and a 22-year deal for up to half the output of the Loviisa nuclear plant.
By TPW Editorial9 min read
China's 100,000-GPU Bet: JD Cloud and Moore Threads Build a Domestic AI Cluster
JD Cloud and Moore Threads will build a 100,000-GPU cluster on Chinese silicon, the first at that scale from a major domestic cloud. The catch is the software gap.
By TPW Editorial4 min read
Cloudera and Mistral Partner to Run Sovereign AI on Enterprise Data
Cloudera and Mistral are integrating frontier models with Cloudera's hybrid data platform so enterprises can run AI on their own data, even air-gapped.
By TPW Editorial10 min read
Data Center Cooling, Explained: PUE, Liquid Cooling, and the Water Bill
Nearly all the electricity a data center uses becomes heat. How air and liquid cooling work, what PUE and WUE measure, and why water is the new constraint.
By TPW Editorial11 min read
Edge Computing Moves to the Core
Edge was supposed to be the future. It mostly got stuck. Now, with AI inference moving to devices, edge computing is finally finding its real job.
By TPW Editorial3 min read
Cloudflare's Kitesurf Is a Browser Built for Agents, Not People
Cloudflare launched Kitesurf, a cloud-hosted browser that runs entirely on Workers and is tuned for AI agents, cheaper than Chromium on the tasks agents actually do.
By TPW Editorial9 min read