#cloud computing
33 stories
CoreWeave's debt slump hits AI stock market
CoreWeave's debt crisis sparks AI stock sell-off as investors fear revenue can't match spending.
The Japan Times · 1m
Tech giants claim EU cloud rules could cost 115 billion euros
A report funded by US tech companies warns European sovereignty rules would cost far more than the Commission estimated, but the backers have billions at stake.
TechRadar · 1m
Tencent Raises $5 Billion for AI Chips
Tencent seeks $5 billion in bonds to lease 100,000 AI chips from Oracle.
Startup Fortune · 1m
Microsoft Unveils Maia 300 AI Chip
Microsoft's new AI chip could deploy over 1 million units next year.
BigGo Finance · 1m
Google Cloud's Gemini Agent Sets New AI Standards
Google Cloud launches Gemini agent to deliver business outcomes securely, rapidly, and affordably for enterprises.
Cloud Wars · 1m
Alibaba Shares Drop After $10.2B AI Fundraise
Alibaba's $10.2 billion share sale to fund AI expansion triggers 10% stock drop.
Dealroom · 1m
Google Cloud AI Shifts Modernization to Business Outcomes
Google Cloud's AI solution turns IT modernization from technical chore to strategic business outcome in minutes.
Cloud Wars · 1m
Amazon Price Target Consensus
58 analysts agree on Amazon's price target with zero sells.
24/7 Wall St. · 1m
AWS CFO: AI is moving beyond efficiency to rethinking business
John Felton, AWS finance chief, says companies are shifting from using AI to cut costs to building new revenue products and customer experiences.
Fortune · 2m
Microsoft Azure AI Growth Drives Capital Spending Debate
Microsoft's Azure AI expansion fuels investor concerns over capital spending returns.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
OpenAI Launches Dots for AI Agents
OpenAI introduces 'dots' to handle tasks across apps and services.
Pymnts · 1m
Anthropic Co-Founders Secure 50.1% Voting Control
Anthropic co-founders lock in 50.1% voting control through Founder LLC structure.
Pymnts · 1m
Jim Cramer's top 10 stock market watchpoints
Jim Cramer highlights 10 key stock market moves for Wednesday.
CNBC · 1m
Amazon's Risk-Reward Asymmetry
Amazon's risk-reward asymmetry keeps investors buying despite high capex.
Yahoo Finance · 1m
Nebius Stock Rises After Cloud Price Hikes
Nebius stock jumps as cloud computing prices rise.
Investor's Business Daily · 1m
Meta's Muse now shares its full filesystem
Meta's AI agent Muse reversed course and now willingly downloads its entire filesystem, saying this was always the intended behavior.
The Verge · 1m
3 stocks Wall Street loves for the long haul
Top analysts see Oracle, Rocket Lab, and Meta as decade-long winners despite market turbulence.
CNBC · 2m
UK police data exposed on US cloud servers
Sensitive files from 40+ police forces stored on Microsoft Azure face potential access by US government and hackers, according to official security assessment.
the Guardian · 3m
AI cloud provider Nscale files for NYSE debut
The GPU rental company spun out of crypto mining and is now chasing a $14.6 billion valuation.
CNBC · 1m
Google's CC vs Meta's Muse: Which AI agent wins for retirement
Google and Meta just launched competing AI agents that take real actions, forcing retirement investors to choose between valuations, margins, and balance sheet strength.
24/7 Wall St. · 2m
Oracle's $1,000 bet: risky AI play or unfair underdog?
Oracle is spending billions on AI infrastructure but faces skepticism from investors who doubt it will pay off.
Yahoo Finance · 2m
Microsoft's AI infrastructure bet signals bigger changes ahead
Microsoft is tripling its data center capacity by 2032, spending $175 billion to prepare for AI compute demand that hasn't fully arrived yet.
Cloud Wars · 1m
UK businesses demand data control amid AI fears
Half of British firms want sovereignty over sensitive data as AI adoption stalls over security concerns.
TechRadar · 1m
Fastly hits profitability inflection in Q2
Edge cloud platform company beats earnings and raises guidance, but customer concentration and capex spending raise questions.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 2m
Amazon loses customer data in Iranian strikes
Six months after drone attacks, AWS admits permanent data loss across Middle Eastern data centers.
WIRED · 1m
Claude Code launches agent management system
Anthropic's revamped Projects feature lets users control multiple AI agents that work together in the cloud with shared memory and goals.
The Verge · 1m
Iran's drone strikes are destroying Amazon data centers
Iranian attacks on Gulf data centers are permanently deleting customer data and threatening AI infrastructure investments.
Futurism · 1m
Oracle's AI boom is just getting started
Oracle's massive backlog is converting to revenue as cloud infrastructure grows 121% and creative financing unlocks billions in new contracts.
Cloud Wars · 2m
Hyperscaler debt is getting riskier, Apollo warns
Credit default swaps signal that AI infrastructure companies are taking on dangerous levels of debt with uncertain returns.
CNBC · 1m
Oracle's AI bet strains finances despite cloud growth
Strong cloud revenues can't hide the mounting costs and debt from Oracle's massive AI infrastructure push.
Futuriom · 1m
Oracle's vision: Apps and AI agents working together
CEO Safra Catz explains how Oracle is blending applications with agentic AI, rejecting the idea that agents will replace apps.
Cloud Wars · 1m
Crusoe Triples Valuation to $30B in AI Infrastructure Surge
Data center developer Crusoe raises $3 billion as demand for AI computing power explodes.
TechCrunch · 1m
Snowflake Surges 23% on Strong AI-Driven Growth
Snowflake's Q2 earnings beat and raised guidance sparked a massive stock rally, highlighting both AI promise and steep valuation risks.
Yahoo Finance · 1m