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Tech News
A satirical project called 'Upload Your RAM' pokes fun at remarks attributed to Sam Altman about computer RAM sitting idle being inefficient. It presents a fictional service that lets people 'upload' and 'donate' their unused RAM, framed as absurdist commentary rather than a real technical offering.
On Amazon's quarterly earnings call, CEO Andy Jassy said AWS, now at a $184 billion annualized revenue run-rate, could become a trillion-dollar business within five to ten years. He confirmed Amazon expects roughly $220 billion in cash capital expenditures in 2026, mostly for AWS, with even higher spending planned for 2027, and forecast AWS revenue growth above 40 percent in both 2027 and 2028.
Amazon Web Services reported third-quarter revenue of $45.98 billion, a 39% year-over-year increase that topped the $45.29 billion analysts had expected, according to the company's statement. Operating income for the segment rose 55% to $17.77 billion, also exceeding forecasts, and AWS now represents nearly 23% of Amazon's total revenue, a record share.
Alphabet reported quarterly results that fell short of analyst expectations, with growth in search advertising revenue slowing. The company's cloud-computing division showed strength, but Alphabet posted negative free cash flow of $9.1 billion for the period.
Microsoft announced a voluntary exit offer for eligible employees at experience level 70 or below in the U.S., Canada, India and the U.K., covering roughly 60,000 workers, or about 27% of its 223,000-person workforce. Employees must decide by December, with departures effective Dec. 31, and some marketing, sales and engineering teams reportedly opted out of participating.
A leaked S-1 filing reported by the Wall Street Journal says Anthropic is finding it hard to secure enough cloud computing capacity from AWS, Google and Microsoft, which it says increasingly view the company as a competitor rather than a customer. The filing shows Anthropic could spend over $750 billion on cloud contracts, is leasing its own data centers, and reported an $80.7 billion net loss on $16.3 billion in revenue for the first half of the year, with two customers accounting for about a fifth of sales.
Meta and Apple have struck a partnership allowing developers to run Meta's open-weight AI models locally on Mac hardware. The collaboration gives developers an alternative to relying on cloud-based computing power for running advanced AI systems.
Microsoft has rejected claims that it ordered Azure division leaders to cut expenses by 20% to help fund rising AI spending. A company spokesperson called the reports 'inaccurate and careless' and said no such directive was issued.
A report indicates that a third data center belonging to Yandex Cloud has been struck, though specific details about the nature of the incident were not disclosed in the available source material.
Australian cloud-computing company Firmus Grid, backed by Nvidia, withdrew plans for an initial public offering that had aimed for a $30 billion valuation. The company currently operates only two data centers.
Wells Fargo removed 500 megawatts of expected capacity resales from its 2027 estimates for Meta, roughly $5 billion in revenue, saying the company will likely need that computing power for its Muse AI agent instead. The firm raised its price target on Meta to $1,000 from $796, implying about 35% upside from Monday's close.
Google is testing a prototype data center positioned in space to explore running AI workloads beyond Earth's surface. The initiative examines whether solar power and the vacuum of space can support computing infrastructure typically housed in terrestrial facilities.