Reports
AI-generated structured vendor updates
Microsoft and Databricks Expand Partnership: Full Azure Migration with Cobalt 200 ARM, Locking AI Agent Control Plane
Databricks will fully migrate to Azure, using Microsoft Cobalt 200 ARM chips for data and AI workloads, with deep integration of Genie and Unity AI Gateway into Microsoft products, locking in long-term partnership. Databricks raises $18.8B valuation.
OpenAI Launches Project Camellia: $20B Self-Built AI Data Center, Shift from Cloud Renting to Ownership
OpenAI announces Project Camellia, a $20B self-built AI data center in Georgia with 3.2GW power, marking a shift from cloud renting to self-control. It hires key xAI Colossus team members and raises compute spending forecast to $750B.
Microsoft and Mistral Partner to Build Sovereign AI Infrastructure for Regulated European Industries
Microsoft and Mistral expand their partnership with a multi-billion dollar deal. Mistral gains thousands of NVIDIA Vera Rubin GPUs and integrates its Medium 3.5 and OCR 4 models into Microsoft Foundry and Copilot Studio, offering cloud, connected, and offline deployment modes for European regulated industries under EU AI Act.
AWS Launches European Sovereign Cloud with Enhanced Data Residency
AWS launched an independent cloud region entirely within the EU, ensuring data sovereignty through physical and logical isolation. Operated exclusively by EU residents with all metadata retained locally, it leverages Nitro system security. Initially offers 90+ services including AI, compute, and security.
AWS Expands India Sovereign Cloud Market with Outposts Hybrid Cloud
AWS partners with Yotta India to deploy Outposts hybrid cloud for India's Meghraj 2.0 initiative, enabling local data residency with AWS AI services. The architecture allows sensitive workloads to run on-prem while elastically scaling to public cloud, managed via Control Tower security baselines.