cloud
The '70% of Cloud AI Revenue Comes From OpenAI and Anthropic' Figure Is Not Derivable News
A widely shared claim that most of Amazon, Microsoft and Google's AI revenue circles back from OpenAI and Anthropic rests on anonymous-source estimates, mismatched fiscal quarters and, for Google, an admission that the number cannot be calculated at all.
NVIDIA Starts Taking a Share of Its Cloud Partners' Revenue, Not Just Selling Them Chips News
NVIDIA announced a new arrangement where it earns a share of the cloud revenue its partners generate from NVIDIA-supported data center capacity, on top of its usual chip sales, with first partners Sharon AI and Firmus building campuses totaling hundreds of thousands of GPUs.
exe.dev Tool
Persistent Linux virtual machines built for AI agents, with root access, SSH, a public hostname, a real network stack, and secrets injected by a host-side proxy rather than handed to the agent. Priced two ways: pooled capacity for steady workloads and per-second usage billing for bursty ones.
WeatherNext models on Google Cloud Tool
Google DeepMind's AI weather forecasts, available as a developer API and as raw forecast data in Earth Engine, BigQuery and Vertex AI, with ensemble scenarios out to 15 days.
AWS Agent Toolkit for AWS Tool
Official AWS-supported set of MCP servers, skills, and plugins for building AI agents that work with Amazon's cloud services, maintained by AWS itself.