Vercel's breach no longer looks like a one-off employee compromise. TechCrunch reports some customer data theft predates the company's April incident disclosure, widening the timeline and pushing teams to treat this as a credential exposure problem.
A high-scoring r/StockMarket post surfaced Amazon $AMZN's expanded Anthropic deal: $5B immediately, up to $20B more, and more than $100B of AWS commitments over 10 years.
GeekWire reports that OpenAI is already calling AWS demand “frankly staggering” and blaming Microsoft for limiting enterprise reach. With Amazon’s $50 billion investment and a cloud deal worth more than $100 billion over eight years, this looks like a realignment, not a side partnership.
Microsoft said it will invest more than US$1 billion in Thailand’s cloud and AI infrastructure from 2026 to 2028. The company paired the infrastructure commitment with regulatory engagement, an e-commerce generative AI feasibility study, and workforce and startup collaboration.
Anthropic said it has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that will begin coming online in 2027. The company framed it as its largest compute commitment so far, tied to surging Claude demand and a rapid jump in large enterprise customers.
Microsoft and OpenAI said on February 27, 2026 that OpenAI's new funding and new partners do not change the previously disclosed terms of their relationship. The companies said Azure remains the exclusive cloud for stateless OpenAI APIs while OpenAI still has room to secure additional compute elsewhere, including through Stargate-scale infrastructure projects.
NVIDIA and CoreWeave announced an expanded partnership targeting more than 5 gigawatts of AI factories by 2030. NVIDIA also disclosed a $2 billion investment in CoreWeave Class A shares at $87.20 per share.