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Quatre dirigeants en discussion dans un hall de bureau moderne

Three Hyperscalers, $595 Billion, and Still Not Enough Capacity

AWS, Google, and Microsoft are committing $595 billion to infrastructure in 2026 — and still openly admit they cannot meet all of the AI demand.

Théodore Bailly5 août 20265 min read

Gratte-ciels dans le brouillard, quartier financier de Toronto

CloudInfrastructure+3

The Cloud Enters the Bond Market Era

Amazon raises $25 billion in bonds to fund its datacenters — a clear signal that cloud is now financed like critical infrastructure, and what that means for CIOs.

Théodore Bailly8 juillet 20265 min read

Boussole symbolisant un changement de cap stratégique

CloudInfrastructure+3

RIPE NCC's Cloud-First Reversal Is a Wake-Up Call for Enterprise CIOs

RIPE NCC is abandoning cloud-first and investing €5M in sovereign infrastructure — a clear signal for CIOs rethinking hyperscaler dependency.

Théodore Bailly20 juin 20265 min read