Cloud Computing

CoreWeave signs multi-year Anthropic deal, bringing nine of ten top AI model providers to its GPU platform. AI infrastructure arms race intensifies as frontier developers consolidate around specialized cloud providers for compute reliability and priority access.

Microsoft is on track for its worst quarter since 2008 as investor concerns about artificial intelligence disruption weigh heavily on the technology giant's stock, with AI startups like Anthropic and OpenAI threatening to replace Microsoft's software products.