Cloud Networking

Capital is finally chasing utilization, not logos, as specialized AI clouds turn GPU scarcity into strategy and push buyers to place each workload where it truly runs best, and Verda’s $117 million raise offers a timely lens on how training, advanced inference, and agentic patterns are rewriting

Lead A single 400G stream hits a switch, fans into APIs and storage calls, and suddenly the fabric groans under multi-terabit east-west traffic that no steady-state forecast ever predicted and no tidy oversubscription ratio can fully contain. That is the daily reality of AI training and data prep

Satellites have quietly started acting less like cameras on sticks and more like micro data centers that serve real customers, a shift that compressed hype into purchase orders, timelines, and the sort of procurement language enterprise buyers actually understand. This roundup examines what

The center of gravity in AI is sliding from raw model speed to system choreography, where the slowest hop, not the fastest GPU, dictates tempo and turns infrastructure planning into a game of coordination rather than pure compute. That pivot matters because long-lived, tool-using agents have pushed

The sheer audacity of a billionaire-backed tech startup being shown the door despite waving a suitcase full of cash is the defining paradox of today’s compute-hungry market. While the digital economy traditionally operates on the principle that capital is king, the physical reality of housing

High-stakes cloud security often relies on the fundamental assumption that multi-tenant isolation is impenetrable, yet the discovery of a critical flaw in Microsoft’s Azure Site Reliability Engineering Agent has effectively shattered that confidence for enterprise administrators. This AI-powered