Cloud Infrastructure

UNITED STATES – November 14, 2026 -- The PenFed Foundation's Veteran Entrepreneur Program will make each founder in its accelerator eligible for up to $10,000 in AWS credits through a partnership with AWS Activate, Amazon Web Services' startup program. The Foundation covers the full cost of the accelerator and takes no equity, so the credits add to a program that already charges founders nothing in cash or ownership.

The credits are a ceiling, not a fixed grant, and founders must request them through the program team. They can be spent on cloud computing, data storage and AI tools. The program did not disclose the number of founders in the current cohort, so the total value of the AWS commitment cannot be calculated.

PITTSBURGH – November 03, 2026 -- Expedient has acquired phoenixNAP's U.S. managed VMware cloud business, moving its clients onto a Broadcom Pinnacle tier provider before VMware Cloud Service Provider contracts for non-renewing partners end in March 2027. Terms were not disclosed.

The deal covers phoenixNAP's managed VMware cloud services and its Veeam-based backup and disaster recovery as a service (DRaaS) business. Both serve U.S. clients from phoenixNAP facilities in Phoenix, Arizona, and Ashburn, Virginia.

Broadcom's VCSP consolidation sets the March 2027 deadline

Broadcom is consolidating its VMware Cloud Service Provider (VCSP) program. Contracts for providers that are not renewing, phoenixNAP among them, expire in March 2027. Their clients need a licensed, supported home for VMware workloads before that date.

San Francisco – October 31, 2026 -- The DPU/SmartNIC Ethernet market grew revenues and shipments by nearly 30% in 2024, with Amazon Web Services (AWS) and Microsoft Azure accounting for most deployments, according to a Crehan Research report.

Two hyperscalers take most of the volume

Cloud service providers remained the main growth driver. Alibaba, CoreWeave, Google, IBM, Oracle and xAI made up most of the remaining shipments after AWS and Azure.

Adoption has so far stayed concentrated among companies that rent server capacity to customers. Seamus Crehan, president of Crehan Research, said the technology has "not yet seen broad penetration into markets beyond this."

Oakland – October 30, 2026 -- McKay Brothers is introducing wireless transport services that connect U.S. futures and equity markets with AWS cloud hubs in Columbus, Ohio (us-east-2) and Ashburn, Virginia (us-east-1). The company says each route will offer the lowest commercially available transport latency.

The services let customers carry their own signals and other time-sensitive data between exchanges and the two cloud hubs. Chief Operating Officer Tim Boyle said the routes give firms operating across exchange and cloud environments "equal access to fast, resilient wireless infrastructure."

Quincy Data extends its futures and equities feeds directly to Columbus and Ashburn

McKay's sister company Quincy Data is delivering its market data feeds to the same two cloud hubs. Its futures feeds from Illinois cover key U.S. equity index contracts and commodities, including metals and energies.

AUSTIN – October 29, 2026 -- Oracle set a fiscal 2030 target of $225 billion or more in total revenue, a compound annual growth rate above 35% from FY26, and committed to limiting new capital market funding to $20 billion through FY30. Co-CEOs Clay Magouryk and Mike Sicilia and CFO Hilary Maxson presented the updated medium-term guidance at the company's Investor Day in Las Vegas.

Oracle targets 40% non-GAAP operating margin and $21 EPS in FY30

Beyond the revenue goal, Oracle guided to a non-GAAP operating margin of 40% or higher and non-GAAP earnings per share of $21 or more in FY30. The company said each of its three business models, cloud infrastructure, database and applications, is expected to generate strong profitability and free cash flow.

Las Vegas – October 29, 2026 -- More than 70% of Oracle's code is now written by AI, CEO Clay Magouyrk told attendees on Day 2 of Oracle AI World 2026, as the company paired the disclosure with security, chip and application announcements.

Oracle cuts support resolution from 3.5 hours to 16 minutes

Magouyrk presented internal results before announcing any product. Support requests that once took 3.5 hours now resolve in 16 minutes. Product ideas that previously took nine months to reach customers now take six weeks. Vulnerabilities are found and fixed ten times faster than six months ago.

Global – October 29, 2026 -- Snowflake has made automated Snowpipe setup with its CoCo assistant generally available, letting teams take raw files in cloud storage to a continuously loading Snowflake table or Snowflake-managed Apache Iceberg table in a single natural-language conversation.

CoCo samples the files, infers the schema, builds the pipeline and confirms that data loads. The feature is available in Snowsight, CoCo Desktop and CoCo CLI, and anyone with the right permissions can connect a new source without waiting in a data engineering queue.

Global – October 28, 2026 -- Snowflake and Oracle plan to offer Snowflake's AI Data Cloud as a native, first-party service on Oracle Cloud Infrastructure (OCI), with customers buying and being billed directly through Oracle. The companies describe the offering as planned, not committed, and no launch date has been given.

Snowflake on OCI would bring AI, analytics, data engineering, transactions, applications and collaboration workloads closer to enterprise data held in Oracle databases, Oracle applications and OCI services.

Oracle would sell and bill Snowflake directly through OCI

Customers would contract with Oracle, be billed through OCI and could pay with Oracle Universal Credits. Accounts would be provisioned through the OCI control plane. Customers would then manage warehouses, databases, data pipelines and access controls with standard Snowflake tools.

TORONTO – October 28, 2026 -- Synteq has opened its first Canadian location in Toronto, its sixth site overall, through a partnership with Telehouse Canada. The GPU cloud provider cited growing customer demand for Northeast and Canadian capacity.

Toronto joins five existing Synteq sites in the US and Bulgaria

The new location follows Spokane, Chicago, Dallas-Fort Worth, Valley Forge and Sofia, Bulgaria. CEO Eric Yingling said the move was driven by "organic demand from our client base." He added that Toronto offers the power density current GPUs need, plus connectivity suited to Northeast US and Canada-focused workloads.

Global – October 26, 2026 -- Cloudflare prices its Workers serverless platform at $0.30 per million requests and $0.02 per million CPU milliseconds, billing for execution time rather than idle time spent waiting on I/O.

Workers drops pre-provisioned concurrency fees

The pricing table also lists 100,000 requests per day and 10 ms of CPU time per request. Cloudflare says customers pay no markup for concurrency and do not pay for pre-provisioned capacity, so launch-day traffic scales with demand. The platform scales from zero to millions of requests.

Isolate architecture removes cold starts across 335+ cities

Workers run on isolates, which Cloudflare describes as an order of magnitude more lightweight than containers. The company states the platform has no cold starts. Code deploys by default to Cloudflare's 335+ cities, while Smart Placement runs functions near a customer's data to cut end-to-end latency.