Kurumi · · 6 min read Nebius Q2 2026 Earnings: Revenue Up 454%, Stock Soars
Nebius Q2 2026 revenue surged 454% to $582M and adjusted EBITDA turned positive as ARR hit $3B, sending NBIS up 34%. The neocloud numbers that mattered.
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89 posts tagged “Cloud”.
Kurumi · · 6 min read Nebius Q2 2026 revenue surged 454% to $582M and adjusted EBITDA turned positive as ARR hit $3B, sending NBIS up 34%. The neocloud numbers that mattered.
Kurumi · · 6 min read CoreWeave's Q2 2026 revenue jumped 112% to $2.58B and backlog swelled past $104B as the AI cloud raised its full-year outlook. The numbers that moved CRWV.
Chisato · · 3 min read A runbook is a step-by-step document for handling a specific operational task or incident, turning tribal knowledge into a repeatable procedure.
Chisato · · 4 min read ConfigMaps store non-sensitive configuration; Secrets store credentials with base64 encoding and tighter access controls. When to use each.
Chisato · · 4 min read A NAT gateway lets private-subnet resources reach the internet outbound while staying unreachable from it, translating private IPs to a public one.
Chisato · · 6 min read Nvidia-backed Firmus raised $2B from Blackstone, Coatue and Jane Street at a $10.5B valuation to build energy-efficient AI data centers across Asia-Pacific.
Chisato · · 4 min read Deployments manage interchangeable, stateless pods; StatefulSets give each pod a stable identity and storage. When each one actually belongs.
Chisato · · 5 min read Multi-cloud spreads workloads across public cloud providers; hybrid cloud connects private infrastructure to a public cloud. How they differ and why it matters.
Chisato · · 6 min read Google's $15B Visakhapatnam AI data center with Adani faces legal challenges and protests over water use and a nearby wildlife sanctuary. What's at stake.
Chisato · · 5 min read A Kubernetes operator encodes operational knowledge into software, automating tasks a human admin would otherwise do by hand for a specific application.
The Lycoris Team · · 4 min read Distributed tracing follows a single request as it crosses service boundaries, using spans and trace IDs to reconstruct the full call path and find where time goes.
Chisato · · 5 min read Exponential backoff spaces retries further apart after each failure so clients stop hammering a struggling service. How it works, and why it needs jitter.
Chisato · · 5 min read Logs, metrics, and traces each answer a different question about a running system — what each captures, and how they work together.
Chisato · · 6 min read Biotech giant Amgen disclosed a material breach in an SEC filing: attackers exfiltrated patient health data and proprietary files from third-party cloud.
Kurumi · · 6 min read Amazon became the fifth company ever to cross a $3 trillion market cap on August 3, 2026, powered by accelerating AWS cloud and AI demand. What drove it.
Chisato · · 5 min read Confidential computing uses hardware-isolated enclaves to keep data encrypted even while it's being processed, not just at rest or in transit.
Chisato · · 5 min read Terraform and Ansible solve different infrastructure problems: declarative provisioning versus procedural configuration. When to use each, and when to use both.
Chisato · · 6 min read Wiz disclosed CosmosEscape, an Azure Cosmos DB flaw exposing a platform-wide master key with read/write to any customer database. Microsoft says it's fixed.
Chisato · · 4 min read A monorepo holds all projects in one repository; a polyrepo splits them apart. Trade-offs in tooling, ownership, and CI/CD for each approach.
The Lycoris Team · · 4 min read A dead letter queue holds messages a system couldn't process after repeated retries, isolating failures so they don't block or silently vanish. How it works.
Chisato · · 4 min read Active-active runs every region live and load-balanced; active-passive keeps a standby idle until failover. How each affects cost, consistency, and recovery.
The Lycoris Team · · 3 min read Kafka is a durable, replayable log built for high-throughput streams; RabbitMQ is a traditional broker built for flexible routing and task queues.
Chisato · · 4 min read The twelve-factor app is a set of principles for building portable, scalable cloud software. Each factor explained, and why they still hold up today.
Kurumi · · 6 min read Amazon's Q2 2026 revenue crossed $200B for the first time as AWS grew 37%, its fastest in five years. Capex guidance rose to $220B. Full breakdown.
Chisato · · 4 min read Ingress and Gateway API both route external traffic into a Kubernetes cluster. Gateway API is the more expressive successor — here's how they differ.
Chisato · · 5 min read Publish-subscribe decouples senders from receivers through a message broker, letting services communicate without knowing who's listening.
Chisato · · 4 min read Log aggregation collects logs from every service into one searchable system, so debugging a distributed app doesn't mean SSHing into a dozen machines.
Kurumi · · 6 min read Amazon reports Q2 2026 results July 30 after the close. AWS reacceleration, a fresh capex hike, and Trainium's ramp are what the market will judge.
Chisato · · 4 min read Kubernetes HPA scales pod replica count; VPA resizes CPU and memory requests per pod. How each autoscaler works and when to use them together.
Chisato · · 4 min read A VPC is an isolated, software-defined network inside a public cloud. How subnets, routing, and security groups fit together to keep resources private.
Chisato · · 4 min read Infrastructure drift is when a system's real-world state diverges from what its infrastructure-as-code declares. Causes, detection, and how to prevent it.
Chisato · · 5 min read A Helm chart bundles a Kubernetes application's manifests into a templated, versioned package you can install, upgrade, and roll back as one unit.
Chisato · · 4 min read Secrets management stores API keys, passwords, and certificates in a dedicated system instead of config files, with access control, rotation, and audit logs.
Chisato · · 5 min read OpenAI hit its fourth outage in four days on July 25, 2026, as ChatGPT, Codex and the API returned 503 'circuit open' errors worldwide. What broke and why.
Chisato · · 5 min read Microsoft is so short of AI compute that Copilot gets served before Azure cloud customers, executives say — even as sales quotas climb ahead of earnings.
Chisato · · 5 min read A maintenance bug in Microsoft's West US Azure region took down Teams, SharePoint, OneDrive and Copilot for hours on July 23, 2026. Here's the breakdown.
Chisato · · 4 min read CXL is an interconnect standard that lets CPUs, GPUs, and memory devices share coherent memory over PCIe, enabling memory pooling and expansion.
Chisato · · 4 min read A CRDT is a data structure that merges concurrent edits from multiple replicas automatically, without coordination or conflicts, using math instead of locks.
Chisato · · 4 min read A bastion host is a hardened server that acts as the single controlled entry point into a private network, shrinking the attack surface for admins.
Chisato · · 4 min read Infrastructure as code defines servers, networks, and services in version-controlled files instead of manual setup. How IaC works and why teams use it.
Kurumi · · 5 min read A Nikkei study estimates five hyperscalers carry $1.65T in off-balance-sheet AI debt — more than their visible debt. Where it hides and why it matters.
Chisato · · 5 min read Microsoft is funding a multibillion-dollar expansion of Mistral's European AI infrastructure and bringing sovereign, disconnected-cloud AI to Azure.
Chisato · · 4 min read Horizontal scaling adds more machines; vertical scaling adds more power to one machine. How each works, their limits, and when to use which.
The Lycoris Team · · 4 min read Object, block, and file storage organize data differently and suit different workloads. How each one works and how cloud providers implement them.
Chisato · · 4 min read An API gateway and a reverse proxy both sit in front of your services, but a gateway adds API-specific logic a plain proxy doesn't. Here's the difference.
Chisato · · 6 min read Japan and Nvidia launched Noetra, a 140MW Vera Rubin AI factory with 27,500 GPUs, to build sovereign robotics foundation models under the FRONTia plan.
Chisato · · 4 min read Immutable infrastructure replaces servers instead of patching them in place — every change ships as a new, versioned artifact. How it works and why.
Chisato · · 4 min read The circuit breaker pattern stops a service from hammering a failing dependency, failing fast instead and giving the downstream system room to recover.
Chisato · · 5 min read A 3.5-hour AWS CloudFront outage hit VPC Origins users on July 16, 2026, serving 5xx errors and taking Hugging Face and others offline. Here's the breakdown.
Chisato · · 5 min read Nvidia and Mitsubishi Heavy Industries are exploring a partnership on cooling and power systems for AI data centers, targeting the heat and energy bottleneck.
Chisato · · 3 min read The sidecar pattern runs a helper container alongside your app in the same pod, adding logging, proxying, or security without touching app code.
Chisato · · 4 min read GitOps uses a Git repository as the single source of truth for infrastructure state, with an automated agent reconciling the live system to match it.
Chisato · · 5 min read New York became the first U.S. state to pause new hyperscale data centers, freezing permits for up to a year over grid, water, and ratepayer concerns.
Chisato · · 4 min read An SLI measures reliability, an SLO sets an internal target for it, and an SLA is the contractual promise built on top. Here's how the three fit together.
Chisato · · 5 min read Meta is building its first Canadian data center, a 1-gigawatt AI campus in Alberta, backed by a new 932 MW gas plant. The scope, the power problem, and why it matters.
Kurumi · · 5 min read Amazon returned to the bond market for $25 billion across eight tranches to fund AI data centers, then paused further 2026 debt. The deal and what it signals.
Chisato · · 4 min read Edge computing runs code and stores data near where it's generated instead of in a centralized data center, cutting latency and bandwidth costs.
Chisato · · 4 min read Observability is the ability to understand a system's internal state from its external outputs — built from logs, metrics, and traces working together.
Chisato · · 4 min read A cron job runs a command automatically on a fixed schedule defined by a five-field expression. How cron syntax works and where it's still used today.
Chisato · · 4 min read A message queue holds tasks between producers and consumers so work happens asynchronously and reliably. How queues work and when to use one.
The Lycoris Team · · 4 min read Database replication keeps copies of data on multiple servers for redundancy and read scaling, at the cost of consistency and lag tradeoffs.
Chisato · · 4 min read Blue-green deployments switch traffic all at once between two environments; canary deployments shift it gradually. How each works and when to use them.
Chisato · · 5 min read A reverse proxy sits in front of servers, forwarding client requests and hiding backend topology. TLS termination, caching, and load balancing explained.
Chisato · · 4 min read A service mesh is a dedicated infrastructure layer that handles service-to-service traffic, retries, and encryption without changing app code.
Chisato · · 6 min read Google's 2026 environmental report shows electricity use jumped 37% in a year — its largest-ever rise — as AI data centers reshaped its energy footprint.
Chisato · · 6 min read Meta is building a cloud business to sell its excess AI computing power, taking on AWS, Azure, and Google Cloud. Here's the plan and why the stock jumped.
Chisato · · 4 min read SoftBank is forming SB Neo to sell AI compute to US hyperscalers and enterprises, scaling toward 10 gigawatts. What the neocloud entrant means for the market.
Kurumi · · 4 min read AI ambition is measured in gigawatts. What one actually costs to build and power for a year — a back-of-the-envelope teardown of tech's priciest machine.
Chisato · · 4 min read On October 4, 2021, Facebook, Instagram, and WhatsApp vanished for six hours. How one network command and a DNS safety mechanism took it all down.
Kurumi · · 3 min read Hyperscalers are pouring record sums into AI data centers, chips, and power. What's driving the capex boom, who profits, and the risk if demand stalls.
Chisato · · 6 min read Deploy a Hono API on Cloudflare Workers step by step: scaffold the project, add routes, middleware, and KV storage, test locally, and ship it worldwide.
Chisato · · 6 min read Zero trust security treats every user, device, and request as untrusted until verified. Core principles, ZTNA vs VPN, and a practical adoption path.
Takina · · 2 min read Cloudflare's June updates target AI agents: longer-lived Durable Objects, tokenless temporary deploys, PlanetScale databases, and a private bot protocol.
The Lycoris Team · · 4 min read Monoliths ship faster early; microservices buy independent scaling and team autonomy at the cost of distributed complexity. How to choose.
The Lycoris Team · · 3 min read China unveiled a $295 billion, five-year national AI infrastructure plan — one of the largest state AI commitments ever. Here's the scale and the strategic stakes.
The Lycoris Team · · 5 min read Platform engineering transforms DevOps into a product mindset, giving developers self-service golden paths so they can ship without becoming Kubernetes experts.
The Lycoris Team · · 7 min read A load balancer distributes traffic across servers to prevent overload and downtime. Layer 4 vs Layer 7, routing algorithms, health checks, and TLS.
The Lycoris Team · · 4 min read Apache Kafka is a distributed event-streaming platform built on a durable, append-only log. How topics, partitions, and consumers power real-time pipelines.
The Lycoris Team · · 3 min read Go is a compiled language from Google built for simplicity, fast builds, and easy concurrency — the language behind Docker and Kubernetes.
The Lycoris Team · · 4 min read Terraform lets you declare cloud infrastructure as code and provision it reproducibly across AWS, GCP, and Azure. How plan/apply, state, and modules work.
Chisato · · 4 min read Quantum computers threaten RSA and ECC. The NIST post-quantum standards are finalized — here's what they replace, what's already deployed, and how to prepare.
Chisato · · 2 min read OpenAI and NVIDIA unveiled a landmark deal: at least 10 gigawatts of NVIDIA systems and up to $100 billion in investment, starting on the Vera Rubin platform.
The Lycoris Team · · 4 min read Serverless means deploying code without managing servers — the platform scales it and you pay per use. How it works and where it fits.
The Lycoris Team · · 4 min read SQL and NoSQL aren't rivals — they suit different shapes of data. How relational and non-relational databases compare, and how to pick.
Chisato · · 5 min read eBPF runs sandboxed programs inside the Linux kernel without recompiling it. How it works and why it reshaped observability, networking, and security.
Chisato · · 3 min read A CDN caches your content on servers around the world so users load it from nearby. How CDNs cut latency, protect origins, and power dynamic apps.
Chisato · · 3 min read DNS translates domain names into IP addresses. How DNS resolution works, the common record types, and why it underpins everything on the web.
Chisato · · 6 min read Kubernetes (K8s) is the open-source system for deploying, scaling, and managing containers. A plain-English definition, core concepts, and when to use it.
The Lycoris Team · · 5 min read Putting compute at the edge is old news — now the data is moving there too. Edge databases promise low latency everywhere, with some real trade-offs.