Amazon reported 12% revenue growth to $201.9bn for Q3, while AWS revenue rose 39% to $46bn and operating income increased. The company said AI spending drove a negative $42.4bn free cash flow and plans higher 2027 capital outlays, with AWS expected to grow over 40% in 2027 and 2028.
Microsoft reported $18.6 billion in free cash flow for its September quarter, about $10 billion above analyst expectations, as Azure cloud revenue climbed 48% year over year to $33.2 billion despite AI infrastructure outlays. It forecasts over $50 billion in capital spending for the fiscal second quarter.
Tesco is recruiting a software engineering leader to shift its in-store edge platform from VMware to Proxmox, though the retailer has not disclosed the number of stores or rollout timing. In a lawsuit, Tesco says its VMware licenses lost support in January 2026 and that an offer was far above its 2021 contract.
Amazon Web Services grew revenue 39% to $46 billion in the third quarter, its strongest pace in almost five years. Amazon still missed per-share earnings estimates, and shares fell after hours despite its highest operating margin on record.
Amazon CEO Andy Jassy said AWS and the company’s stores business could each reach $1 trillion in annual revenue within five to 10 years. AWS is running at a $184 billion annual rate, and Amazon expects about $220 billion in capital spending this year, mostly for AWS.
GitHub is adding capacity and redesigning storage so durable repository data sits in Azure Blob Storage while separate machines serve reads, aiming to stop automated traffic slowing writes. It reported 7.38 billion September commits and said new repos with agent instruction files averaged eight times more commits, without measuring productivity.
A Gartner survey found that only 3% of organizations have achieved desired cost savings through AI-driven productivity gains, even though three-quarters of board members expect value and 85% plan to increase spending. Gartner analysts say the harder problem is redirecting freed-up capacity toward valuable new work.
HPE’s Technology Renewal Centre in Erskine processes end-of-life enterprise hardware for reuse, resale or recycling, with stringent data sanitization and chain-of-custody controls. HPE Financial Services says growing demand for second-life GPUs and flexible financing supports customers’ sustainability and budget goals.
DayOne, an Asia-Pacific data center developer, has signed a non-binding MoU with Sembcorp Utilities to study integrating power and energy solutions at its regional sites. The partners will assess on-site generation, renewable supply and maintenance, while DayOne reports 962MW in service and 1.3GW under construction.
Oracle plans to add Google TPUs and inference accelerators from OpenAI, Cerebras, SambaNova and Positron AI to Oracle Cloud Infrastructure, expanding customer choices beyond Nvidia GPUs. Google TPUs and Cerebras systems are slated for 2027, while Positron Atlas is already generally available.
Microsoft is seeking at least $25 billion from US bond investors in what would be its first US investment-grade bond sale since 2017, aimed at expanding data centers and equipment behind its cloud and AI services. Its September 2026 quarter showed operating cash flow of $58 billion, but cash spending on property and equipment more than doubled, leaving $18.6 billion of free cash flow.
NVIDIA and Oracle plan to scale OCI Superclusters to multi-gigawatt capacity with Vera Rubin NVL72 racks, each linking 72 GPUs, while Vera Rubin systems and Vera CPUs are generally available on OCI. OpenAI said it used an OCI Supercluster in Abilene, with over 100,000 Blackwell GPUs, to train and serve GPT-6 Astra.
Oracle and Snowflake said Snowflake's AI Data Cloud will become a first-party service on Oracle Cloud Infrastructure. Customers can buy and provision it through Oracle, using unified pricing, billing and Oracle Universal Credits.
Alibaba Cloud has opened its first public cloud region in the Netherlands, supported by two data centers in Amsterdam. The Chinese company says the region will help customers process and store data locally while supporting disaster recovery and AI workloads across Europe.
Defence has reportedly been mandated to reduce VMware use ahead of licensing costs doubling, months before a $178 million renewal was disclosed. Cost is not the only concern; sovereignty issues and the difficulty of migrating embedded systems are also cited.
Alphabet reported $98.5 billion of contingent obligations involving data centers, energy gear and AI computing systems; some agreements could make it cover another company's data-center payments after default. It also listed $1.077 trillion in purchase commitments, unstarted leases and future equity funding.
Data centers add relatively few permanent on-site jobs after construction, yet they still need technicians, network engineers, HVAC specialists, electricians, security staff and managers. The Brookings Institution has found local employment rates tend to rise when data centers open, even though permanent roles remain modest.
Equinix reported quarterly revenue of $2.571 billion, up 11%, and record annualized gross bookings of $533 million, a 35% rise, while raising 2026 guidance for a third straight quarter. The data-center firm said it plans more cabinets and cited rising densities from AI workloads.
IBM and Broadcom tested Oracle AI Database 26ai on a FlashSystem array with Brocade Gen 8 Fibre Channel switches, examining mixed transactional and vector-search I/O. The validation also covered I/O throttling, 32G versus 64G fabric throughput, capacity use, and ransomware detection on RMAN backups.
Europe’s rapid data-center expansion for AI is colliding with outdated grid capacity, and major hubs are reaching limits that could delay projects. The article says linking generation, storage and data-center demand at one grid node may raise effective capacity.
