Meta is reportedly developing its own cloud business that could sell access to its AI models and lease data-center computing capacity to other companies. The move would put Meta in direct competition with Amazon, Google, and SpaceX. Engadget reports: The cloud business could offer multiple services, according to [Bloomberg], like selling access to AI models run on Meta's infrastructure, or leasing the computing power of its data centers to other companies looking to train AI. Offering something akin to Amazon Web Services could help make back some of what Meta has already spent on its new bet. As part of its AI plans, the company has committed to investing $600 billion in the US by 2028. Meta has also already made more than a few expensive hires to build its AI superintelligence team. Meta Compute, the data center and AI-focused initiative Meta created in January, is currently developing the new cloud business, according to Bloomberg.

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The European Commission is reportedly preparing to provisionally classify Amazon Web Services and Microsoft Azure as "gatekeepers" under the Digital Markets Act, bringing cloud infrastructure under the law's stricter competition rules for the first time. The designation could require greater interoperability and data portability, making it easier for customers to switch providers, with a final decision expected by the end of 2026. Heise reports: This investigation began in November 2025, when the EU targeted the cloud power of US tech giants. The trigger was outages in cloud services with sometimes significant impacts on other internet services. Shortly before, an approximately 15-hour outage of the AWS cloud in the US meant that not only Amazon's own streaming services but also Atlassian, Docker, Epic Games, and the Signal messenger were unavailable or severely restricted. Shortly thereafter, Microsoft Azure also struggled with an outage, preventing air passengers from checking in and interrupting votes in the Scottish Parliament. As a result, European antitrust authorities have also scrutinized cloud services under the Digital Markets Act for the first time. The major cloud providers, primarily from the US, have so far evaded the EU's Digital Markets Act because a large part of their business is handled through corporate contracts. This makes it difficult to determine the number of individual users. However, this is one of the EU's most important criteria for determining the market power of companies. [...] As gatekeepers, AWS and Azure would be obliged to ensure interoperability and data portability. This would, for example, simplify switching cloud providers and allow customers to link other services with AWS or Azure clouds, instead of being limited to AWS and Azure offerings. Significant fines could also be imposed if the cloud services are found to be in violation of existing regulations.

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Google Cloud présente l'Open Knowledge Format, un standard ouvert pour représenter la connaissance interne des entreprises sous forme de fichiers markdown. L'objectif : que tous les agents IA, quel que soit leur fournisseur, puissent enfin lire le même langage.

Selon le média américain Business Insider, GitHub croule sous les commits générés par l'IA, au point que Microsoft doit faire appel à AWS, son concurrent direct dans le cloud, pour tenir la cadence.

Alors que le contexte géopolitique place la souveraineté numérique au cœur des débats et que la doctrine française en matière d'achats numériques priorise désormais clairement les acteurs français et européens, Numerama est allé à la rencontre des dirigeants qui composent l'écosystème tech souverain français pour retracer leurs aventures et analyser les défis actuels.

À la conférence Build 2026, Satya Nadella a frappé fort en affirmant que ses futurs data centers IA ne consommeraient pas plus d'eau à l'année qu'un simple restaurant de quartier. Une promesse de circuit fermé qui cherche à rassurer face à la « soif » de l'IA générative.

À la conférence Build 2026, Satya Nadella a frappé fort en affirmant que ses futurs data centers IA ne consommeraient pas plus d'eau à l'année qu'un simple restaurant de quartier. Une promesse de circuit fermé qui cherche à rassurer face à la « soif » de l'IA générative.

Connecter votre cravate ou votre porte-clé à une IA, le tout sans Windows ? C'est la promesse du Projet Solara, une plateforme « chip-to-cloud » sous Android dévoilée par Microsoft pour infuser intelligemment nos objets du quotidien, même sans écran.