#cloud infrastructure
13 stories
DigitalOcean Shares Drop 5.5% in Sector Selloff
DigitalOcean Holdings fell 5.5% Monday amid sector-wide cloud infrastructure selling.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
DigitalOcean Shares Jump 8.2% in Sector Rally
DigitalOcean Holdings surged 8.2% Friday as software infrastructure stocks rallied.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
VMware exodus: 90 percent of users seek alternatives
Broadcom's price hikes and licensing changes are pushing VMware customers to explore other virtualization platforms and multi-vendor strategies.
Ars Technica · 1m
Anthropic signs $11.6bn cloud deal with Akamai
The AI company commits to seven years of infrastructure spending with Akamai, more than six times a previously reported deal, with growth tied to a warrant structure.
TechCrunch · 1m
Jabil Q4 2026 Earnings Preview
Jabil targets $4.07 EPS as it reports Q4 2026 results
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Why Siri AI has a waitlist in iOS 27
Apple's overhauled Siri can chat like ChatGPT, but you'll need to join a queue to use it.
Engadget · 1m
Aviatrix launches quantum-safe network protection
A new tool helps enterprises protect data from harvest now, decrypt later attacks before quantum computers arrive.
Futuriom · 2m
DigitalOcean surges 10.4% in software sector rally
Cloud infrastructure provider outpaces peers as investors rotate capital into software stocks.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 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
Oracle's cloud business hits hypergrowth
Oracle's cloud infrastructure surged 121% in Q1, with a $664 billion backlog nearly matching Microsoft's despite being 6X smaller.
Cloud Wars · 1m
Salesforce's partnership push powers AI ambitions
CEO Marc Benioff explains why Salesforce needs Google Cloud, AWS, Nvidia, and others to deliver complete AI solutions.
Cloud Wars · 1m
Oracle's cloud growth hits 121% with new business model
Oracle's cloud infrastructure is exploding, and it's not just the tech driving it.
Cloud Wars · 1m
SAP CEO says work is moving beyond keyboards
Christian Klein says voice, agents, and geopolitics will reshape how companies run their core systems.
Fortune · 2m