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Alphabet to Acquire Intersect for $4.75B to Power Cloud, AI - 📅 - Alphabet has agreed to acquire Intersect in a cash transaction valued at $4.75 billion, including the assumption of debt, in a move that underscores the growing interdependence between data center expansion and energy infrastructure development in the United States.

The deal builds on an existing relationship between the companies, as Google already holds a minority stake in Intersect from an earlier funding round.

The acquisition is designed to accelerate the delivery of new data center capacity alongside new power generation, addressing one of the most pressing constraints facing the cloud and AI infrastructure market: access to reliable, scalable energy. Intersect brings with it a [...]
Omdia: Cloud Infrastructure Spend Grows 25% in Q3 2025 - 📅 - Global spending on cloud infrastructure services reached $102.6 billion in the third quarter of 2025, marking a 25% year-on-year increase and underscoring the sector's continued momentum, according to new research from Omdia.

The quarter represented the fifth consecutive period in which growth remained above 20%, signaling sustained demand even as enterprises navigate economic uncertainty and rising infrastructure costs. Analysts point to the rapid maturation of artificial intelligence workloads as a central driver, with organizations moving decisively from experimentation toward production-scale deployments.

The data suggests that cloud providers are entering a new phase of competition. [...]
Neural Concept Raises $100M to Scale Engineering AI - 📅 - Neural Concept has secured $100 million in Series C financing, a significant capital injection that underscores growing investor confidence in enterprise AI tailored for industrial engineering. The round was led by Growth Equity at Goldman Sachs Alternatives, with continued participation from existing backers Forestay Capital, Alven, HTGF, D.E. Shaw Ventures, and Aster Capital.

The funding positions the company to accelerate product development and expand its global commercial footprint as demand increases for AI systems that can be deployed at scale in complex engineering environments.

Founded to bring AI deeper into the product development lifecycle, Neural Concept focuses on what it [...]
D-Wave Brings Practical Quantum Computing to CES 2026 - 📅 - D-Wave Quantum is set to make a high-profile appearance at CES 2026, where it will participate as a sponsor of the CES Foundry, a two-day program focused on emerging technologies taking place January 7 and 8 at the Fontainebleau Las Vegas.

The announcement drew investor attention, with the company's shares rising sharply following confirmation of its role at the event, reflecting continued market sensitivity to developments in the quantum computing sector.

The CES Foundry is designed to bring together entrepreneurs, investors, policymakers, and media to examine how technologies such as artificial intelligence, quantum computing, and blockchain are influencing the next phase of digital [...]
Happy Holidays: Final Days of the Membership Black Friday Offer - 📅 - As 2025 draws to a close and the holiday season approaches, many companies in the cloud, hosting, and data center sector are reviewing their activities over the past year. This period is often used to assess commercial performance, marketing efforts, and how factors such as visibility, positioning, and content strategy have supported business objectives.

As companies define their marketing and communication strategies for 2026, visibility within relevant professional audiences is becoming a higher priority. In the cloud, hosting, telecom, and data center sectors, organizations are increasingly looking for ways to publish content in news environments that offer industry context, [...]
Tencent Cloud Launches EdgeOne Pages Platform for Developers - 📅 - Tencent Cloud has formally launched EdgeOne Pages, expanding its edge computing portfolio with a platform designed to simplify how developers build, deploy, and operate web applications globally. The release advances Tencent Cloud's strategy to deliver an integrated platform for modern, AI-driven application development at global scale.

Since its beta debut in October 2024, EdgeOne Pages has seen rapid uptake, with more than 150,000 users completing over one million deployments. The official version builds on that early adoption by adding features shaped by user feedback, including built-in analytics, configurable security controls, broader framework support, key-value storage, and [...]
Element Critical Launches U.S. Data Center Platform - 📅 - Element Critical has unveiled a new U.S. data center platform backed by a consortium of institutional investors. The platform launch is anchored by the acquisition of two enterprise data center facilities located in Houston and Austin, positioning Texas as the initial foundation for a broader national expansion strategy.

The new data center platform would signal continued confidence in enterprise-focused digital infrastructure as demand accelerates from AI-driven workloads and power-constrained markets.

The new data center platform is supported by 26North, Arctos, Mercuria, and Safanad. Together, the partners aim to accelerate acquisitions, development, and market entry across key U.S. [...]
AI Workloads Reshape Enterprise Storage Market, IDC Finds - 📅 - The steady expansion of artificial intelligence inside enterprise data centers is beginning to reshape one of the industry's most mature segments: enterprise storage. New market data from IDC shows that while overall growth in external enterprise storage systems remains modest, demand is increasingly being pulled toward high-performance flash platforms designed to support AI training and inference workloads.

According to IDC's Worldwide Quarterly Enterprise Storage Systems Tracker, the external OEM enterprise storage systems market grew 2.1 percent year over year in the third quarter of 2025, reaching $8.0 billion in vendor revenue. For a market long characterized by incremental growth [...]
Persistent, DigitalOcean Partner to Lower Barriers to AI Scale - 📅 - Persistent Systems and DigitalOcean have entered into a strategic partnership aimed at lowering the cost and complexity of enterprise AI adoption, as organizations increasingly move from experimentation to production-scale deployment of agentic and generative AI systems.

The collaboration brings together Persistent's digital engineering and AI platform capabilities with DigitalOcean's agentic cloud infrastructure, positioning the two companies to address growing demand for scalable, secure, and economically predictable AI environments.

At the center of the partnership is SASVA, Persistent's AI-powered platform designed to integrate code, documentation, architecture artifacts, and [...]
CrowdStrike Expands Falcon Platform to Secure AI Interactions - 📅 - CrowdStrike has moved to address what it describes as one of the fastest-emerging risks in enterprise AI by announcing the general availability of Falcon AI Detection and Response (AIDR), a security capability designed to protect the interaction layer where humans and AI systems increasingly meet.

As generative AI tools and autonomous agents become embedded in everyday workflows, the company is positioning prompt and agent interactions as a new, distinct attack surface that requires the same level of protection as endpoints, identities, and cloud workloads.

Falcon AIDR extends the existing Falcon platform to monitor and secure prompts, responses, and agent actions in real time. [...]