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16 articles
Core42's 42MW Lake Mariner Expansion Turns US Power Capacity Into a Gulf AI Cloud Signal
Cloud & Data CentersNews
CAPACITY TEST:

Core42's 42MW Lake Mariner Expansion Turns US Power Capacity Into a Gulf AI Cloud Signal

Core42 expanded its AI cluster at TeraWulf's Lake Mariner site in Buffalo, raising compute capacity there by 42MW to 60MW. The UAE-headquartered G42 company's AI cloud platform has ten global sites operational, with additional deployments planned for 2026. The practical test is whether Core42 exercises further Lake Mariner capacity and turns the expanded US footprint into durable hyperscale and enterprise workloads.

June 4, 2026Read More
AI Infrastructure Borrowing Pushes Big Tech Deeper Into Global Bond Markets
Cloud & Data CentersFunding
FUNDING GAP:

AI Infrastructure Borrowing Pushes Big Tech Deeper Into Global Bond Markets

Alphabet and Amazon are using non-U.S. corporate bond markets to broaden funding for AI infrastructure and data center investment. Amazon raised 14.5 billion euros in March, while Morgan Stanley expects about 50 billion euros of hyperscaler euro debt this year. The practical test is whether international bond markets can absorb more AI-linked technology issuance without taking on greater sector volatility.

June 3, 2026Read More
FTC Probe Puts Microsoft Azure And AI Competition Under Scrutiny
Cloud & Data CentersNews
CAPACITY TEST:

FTC Probe Puts Microsoft Azure And AI Competition Under Scrutiny

The FTC is examining Microsoft’s cloud, software and related services, with questions pointing to Azure, interoperability, bundling and AI products. The probe began in 2024 and does not guarantee a lawsuit, but FTC staff and the agency’s two commissioners could later decide whether to proceed. The outcome could matter for enterprise software buyers, cloud competitors and companies building AI products on major platforms.

June 2, 2026Read More
India’s UAE-backed AI compute deal tests sovereign cloud alternatives
Cloud & Data CentersPolicy
REGULATION WATCH:

India’s UAE-backed AI compute deal tests sovereign cloud alternatives

G42 and Cerebras plan to deploy 64 supercomputers in India under a May 15 agreement aimed at sovereign AI infrastructure. The arrangement gives India another route beyond AI capacity rented from Amazon, Microsoft and Google, while keeping data under Indian governance rules. The next test is whether the G42-Cerebras model can match the software, services and support offered by major U.S. cloud platforms.

June 2, 2026Read More