Nvidia 51% Rule: Cloud Partners Must Limit China to Under Half
Nvidia told cloud partners to sell 51% of services to non-Chinese firms. The FT says the verbal rule hits new contracts and overseas AI rentals.
·15 min read
Topic
Cloud
14 articles
AIGeopoliticsTech IndustryDeveloper ToolsCybersecurityInfrastructureAI InfrastructureAI ModelsSemiconductorsCloud InfrastructureWeb DevelopmentBreaking News
IDCF Cloud Ransomware: 495 Firms Down, JR East 6.09M Records Hit
Ransomware hit SoftBank unit IDC Frontier on Oct 7, 2026, taking 495 firms offline. JR East and View Card flag 6.09M records. What failed, how to prepare.
·15 min read
Dell AI Server Revenue +757% to $16.1B, $51B Backlog, FY27 Target $60B
Dell Q1 FY2027 earnings: AI server revenue hit $16.1B (+757% YoY), orders booked $24.4B, backlog reached a record $51.3B. FY27 AI revenue target raised to $60B. Stock surged 32%.
·9 min read
Oracle Fires 30,000 at 6 AM to Pay for Its $156B AI Data Center Buildout
Oracle fired 30,000 employees via cold 6 AM email on March 31, including 12,000 in India, freeing $8-10B cash to fund its $156B AI data center buildout backed by a $300B OpenAI contract.
·7 min read
Oracle Is Cutting Up to 30,000 Jobs to Pay for AI: The $156B OpenAI Bet Gone Wrong
Oracle plans to cut 20,000–30,000 employees — 18% of its workforce — to free up $10B for AI data centers. The cash crunch traces back to a $156B OpenAI deal requiring 3 million GPUs over five years.
·7 min read
Microsoft Threatens to Sue OpenAI Over $50B Amazon Deal: The Full Breakdown
Microsoft is weighing legal action after OpenAI made AWS the exclusive cloud for its Frontier agent platform — a $50B deal that may breach the Azure exclusivity contract Sam Altman signed.
·8 min read
Iran Drones Hit 3 AWS Data Centers in UAE and Bahrain: Cloud Infrastructure Goes to War
Iranian drones struck three Amazon Web Services facilities in the UAE and Bahrain on March 1 2026 — the first military attack on a hyperscaler in history. Banks, payments, and enterprise apps went down.
·8 min read
The Power Wall: How Energy Grid Constraints Are Becoming the Biggest Bottleneck in the AI Data Center Boom
AI data centers are consuming electricity at a rate that is straining power grids worldwide. US data center demand may hit 9% of national electricity consumption by 2030. Here is the global energy constraint crisis hitting AI infrastructure and what it means for cloud costs, deployment locations, and the future of AI compute.
·8 min read
Your Cloud Region Just Went Offline: What Happens Next
AWS UAE went offline in March 2026. Most developers had no tested failover. Here is the complete guide: RTO, RPO, active-passive vs active-active.
·8 min read
The Line Is Cancelled: Saudi Arabia's $50B NEOM Project Becomes an AI Data Centre
The Line was cancelled in September 2025 after $50B spent. A $5B DataVolt deal now converts the NEOM site into AI data centres cooled by Red Sea seawater.
·8 min read
Nvidia, Amazon, and Apple Just Closed Their Dubai Offices Because of Iran
Nvidia, Amazon, Apple, and Snap shut Dubai offices as US-Iran tensions ground Gulf flights. Google employees are stranded. Big Tech $50B Middle East AI hub is on pause.
·7 min read
Big Tech AI Energy Pledge 2026: What Amazon, Google, and OpenAI Signed
Amazon, Google, Microsoft, and OpenAI signed the White House AI energy pledge on March 4. What it commits to, what it skips, and the cloud cost impact for developers.
·7 min read
Gulf Submarine Cables and AWS Middle East Are Under Threat. Here's How to Harden Your Region and Failover.
U.S.–Iran tensions closed Red Sea and Strait of Hormuz traffic in 2026. Seventeen submarine cables run through the Gulf; AWS told customers to migrate workloads out. What developers and architects need to do about region choice and failover now.
·8 min read
Google Cloud Next 2026: What to Expect (April 22–24, Las Vegas)
Google Cloud Next 2026 returns to Las Vegas. What developers and founders should expect: Vertex AI, Gemini, GCP roadmap, and how to follow keynotes and sessions online.
·8 min read