3 articles tagged
AWS's remaining performance obligations jumped to $496B in Q2 2026 and much of 2027 capacity is already reserved. Here is what the backlog means for your cloud bill and a sourced FinOps playbook for choosing Savings
AMD put EPYC Venice into production on TSMC 2nm in May 2026, then spent July announcing where it lands first: two new Azure VM series and Anthropic's 2 gigawatt Helios deployment. Here is how to read the numbers before
Gartner expects power to constrain 40% of AI data centers by 2027, and GPU lead times run 36 to 52 weeks. This 2026 playbook covers capacity forecasting, spot vs reserved, neo-clouds and procurement governance.
