Amazon's AWS Grew 39% While Free Cash Flow Fell to -$42.4 Billion
AWS grew 39% and Amazon's operating income rose 61%, but trailing free cash flow fell to -$42.4bn after $77.3bn of capex in the quarter, and shares slipped.
By TPW Editorial8 min read
#cloud
6 stories · “cloud”.
OpenAI Projects $278 Billion in Cash Burn Through 2030
OpenAI expects $278 billion in negative free cash flow through 2030 and $350 billion in 2030 revenue, a Financial Times report says. Here is what it means.
By TPW Editorial8 min read
Cohere and Aleph Alpha Sign a Merger to Build a $20 Billion Sovereign AI Stack
Cohere and Germany's Aleph Alpha signed a definitive merger on September 16, creating a transatlantic AI company built to keep regulated data outside US cloud reach.
By TPW Editorial8 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
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