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#cloud infrastructure

2 stories tagged cloud infrastructure.

Bar chart showing open-weight model token share growth from 11 percent in April to 29 percent in June 2026 through Vercel production gateway, illustrating rapid adoption of Chinese open-weight models

Chinese open-weight models face Washington regulatory risk

Chinese open-weight models now handle 29% of Vercel production tokens for under 4% of spend. Washington is weighing soft rules that could push them off your cloud provider's catalogue.

Lars Cornelissen · Jul 21, 2026

Oracle AI layoffs abstract bar chart showing restructuring costs rising from $374 million in fiscal 2025 to $1.8 billion in fiscal 2026.

Business

Oracle AI layoffs expose the cloud capital tradeoff

Oracle AI layoffs are a capital reallocation signal: 21,000 fewer workers, $48 billion raised, and a cloud roadmap funded by debt.

Lars Cornelissen · Jun 24, 2026