Cloud Industry

($) The US-China AI Gap Widens in 2026

Nvidia Blackwell moves the "chip war" to the "cloud war"

Oct 14 •

($) OpenAI Bans China

This API ban signals a phase shift from “chip war” to “cloud war”

Jul 3 •

Software Is Not Dead

But AI is killing “land and expand”

Jun 14 •

($) China Cloud Price War

And what it could mean for the global AI market

May 30 •

Huawei Cloud and “AI in the Box”

Is on-prem cool again?

May 23 •

($) Greg Abel Will Power AI

MidAmerican Energy, Iowa, and AI are intimately intertwined

May 9 •

When the Houthis Found “the Cloud"

More than 20 countries are, in one way or another, involved in the four damaged undersea cables.

Mar 13 •

($) re:Inventing AWS: Keynote Digs and Narratives

The tips of Selipsky’s spear is aiming squarely at Microsoft and OpenAI.

Nov 29, 2023 •

Alibaba's Reorg Hot Mess

“1+6+n” is now “1+5+(n-1)”.

Nov 17, 2023 •

How to Understand Google's Gemini Delay

A high profiled reorg can take an entire year to fully settle

Oct 29, 2023 •

🏦AI Is Turning Clouds Into Banks

A KYC-like approach could be a practical way to prevent bad actors or foreign adversaries from accessing AI computing power

Sep 27, 2023 •

US vs China: A Cloud Proxy War

As diplomacy and cloud collide, regions to watch: Southeast Asia, Latin America, the Middle East.

Jul 3, 2023 •

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