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Cloud Computing
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Amazon Stock Climbs Ahead of Earnings; Google and Microsoft Raise Cloud Stakes in Cloud Computing
Amazon stock is climbing as its earnings report is due. Meanwhile, Google and Microsoft have reportedly raised the stakes in the cloud computing sector, intensifying competition.
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Alphabet CEO: Market Demand for AI Infrastructure and Solutions Is Strong; Cloud Business Backlog Has Risen to $514 Billion
Svmuu News: On Wednesday after the market closed (Eastern Time), during Alphabet’s earnings call, CEO Sundar Pichai stated that market demand for AI infrastructure and AI solutions is extremely strong
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The U.S. cloud computing sector remains active, with Hut 8 and CoreWeave rising nearly 4%
Svmuu News: According to data from MSX.COM, the U.S. cloud computing services sector remains active, with NEBIUS up more than 7%, Cerebras Systems up nearly 5%, and Hut 8 and CoreWeave up nearly 4%.
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Samsung SDS Launches NPUaaS Based on FuriosaAI Renegade
Svmuu News: Samsung SDS announced on the 20th that it has launched a service-based NPU (NPUaaS) based on FuriosaAI’s second-generation neural network processor, Renegade (RGND), on the Samsung Cloud P
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Research Firm: By 2030, New Cloud Providers Will Account for 20% of the AI Cloud Market
Svmuu News: Gartner predicts that by 2030, “neo cloud” providers will account for 20% of the AI cloud market, or $267 billion. Neo-cloud providers are differentiating themselves through superior perfo
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Meta to Hire Amazon Cloud Executive to Accelerate Its Expansion into Data Centers and Cloud Computing
Svmuu News: According to The Wall Street Journal, a senior executive at Amazons (AWS) plans to join Meta Platforms (META.O) in the coming weeks, a move that signals the social media giant’s growing am
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Everbright Securities: Meta’s Computing Power Leasing Is a Means of Resource Optimization; It Does Not Alter Its Medium- to Long-Term Expansion Plans
Svmuu News: Meta is testing the waters of external computing power leasing. According to a recent research report by Everbright Securities, the underlying rationale behind Meta’s foray into cloud comp
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Agent for “1011 Insider Whale”: A Shift Is Underway in AI Computing Power Trading, with Capital Flowing from Memory Chips to Hyperscale Cloud Providers
Svmuu News: Garrett Jin, representative of “1011 Insider Whale,” posted that the market structure has undergone significant changes this week, and capital within the AI industry chain is being realloc
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NVIDIA Launching a new partnership model for AI infrastructure to drive computing power development with AI cloud providers through a revenue-sharing mechanism
Svmuu News NVIDIA announced on July 1 (local time) the launch of a new AI infrastructure partnership model. Through revenue-sharing and credit support mechanisms, it will collaborate with AI cloud ser
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Meta Platforms (META.O) rose more than 10% during intraday trading
Svmuu News: According to data from MSX.COM, Meta Platforms (META.O) rose more than 10% during intraday trading. Earlier reports indicated that META is building a cloud business to sell excess AI compu
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META is building a cloud business to sell excess AI computing power
Svmuu News: According to data from MSX.COM, Meta Platforms (META.O) saw its pre-market gains widen to over 8% at one point as the company is building a cloud business to sell excess AI computing power
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Amazon Cloud Technology Will Invest $1 Billion to Establish a New AI Division
Svmuu News: On June 30 local time, Amazon, the cloud computing service platform of U.S. tech giant Amazon, announced that it will invest $1 billion (approximately 6.8 billion yuan) to establish a new
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Cloud computing startup Runpod raises $100 million in funding
Svmuu News: Cloud computing startup Runpod announced that it has secured $100 million in funding and stated that it has rejected multiple acquisition offers. Specific details about the investors have
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"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle. Serenity believes that photonics, memory, and Neocloud
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The U.S. cloud computing sector rose across the board, with Hut 8 and IREN gaining more than 4%
Svmuu News: According to data from MSX.COM, U.S. cloud computing service providers rose across the board, with Nebius surging more than 9%, CoreWeave rising more than 7%, and Oracle, Hut 8, and IREN e
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Nvidia's gains expanded to 5%, TSMC surged 5% to hit a new high
According to MSX.COM data, Nvidia's gains expanded to 5%, reaching $222.1 per share, following the announcement of a new superchip designed for Windows PCs. It is expected that related laptops and des
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US cloud computing services sector strengthens, CoreWeave up nearly 9%
According to MSX.COM data, the US cloud computing services sector is strengthening, with NEBIUS surging over 11%, ServiceNow up over 10%, CoreWeave up nearly 9%, Salesforce up over 7%, and Oracle up n
-
Amazon Stock Climbs Ahead of Earnings; Google and Microsoft Raise Cloud Stakes in Cloud Computing
Amazon stock is climbing as its earnings report is due. Meanwhile, Google and Microsoft have reportedly raised the stakes in the cloud computing sector, intensifying competition.
-
Alphabet CEO: Market Demand for AI Infrastructure and Solutions Is Strong; Cloud Business Backlog Has Risen to $514 Billion
Svmuu News: On Wednesday after the market closed (Eastern Time), during Alphabet’s earnings call, CEO Sundar Pichai stated that market demand for AI infrastructure and AI solutions is extremely strong
-
The U.S. cloud computing sector remains active, with Hut 8 and CoreWeave rising nearly 4%
Svmuu News: According to data from MSX.COM, the U.S. cloud computing services sector remains active, with NEBIUS up more than 7%, Cerebras Systems up nearly 5%, and Hut 8 and CoreWeave up nearly 4%.
-
Samsung SDS Launches NPUaaS Based on FuriosaAI Renegade
Svmuu News: Samsung SDS announced on the 20th that it has launched a service-based NPU (NPUaaS) based on FuriosaAI’s second-generation neural network processor, Renegade (RGND), on the Samsung Cloud P
-
Research Firm: By 2030, New Cloud Providers Will Account for 20% of the AI Cloud Market
Svmuu News: Gartner predicts that by 2030, “neo cloud” providers will account for 20% of the AI cloud market, or $267 billion. Neo-cloud providers are differentiating themselves through superior perfo
-
Meta to Hire Amazon Cloud Executive to Accelerate Its Expansion into Data Centers and Cloud Computing
Svmuu News: According to The Wall Street Journal, a senior executive at Amazons (AWS) plans to join Meta Platforms (META.O) in the coming weeks, a move that signals the social media giant’s growing am
-
Everbright Securities: Meta’s Computing Power Leasing Is a Means of Resource Optimization; It Does Not Alter Its Medium- to Long-Term Expansion Plans
Svmuu News: Meta is testing the waters of external computing power leasing. According to a recent research report by Everbright Securities, the underlying rationale behind Meta’s foray into cloud comp
-
Agent for “1011 Insider Whale”: A Shift Is Underway in AI Computing Power Trading, with Capital Flowing from Memory Chips to Hyperscale Cloud Providers
Svmuu News: Garrett Jin, representative of “1011 Insider Whale,” posted that the market structure has undergone significant changes this week, and capital within the AI industry chain is being realloc
-
NVIDIA Launching a new partnership model for AI infrastructure to drive computing power development with AI cloud providers through a revenue-sharing mechanism
Svmuu News NVIDIA announced on July 1 (local time) the launch of a new AI infrastructure partnership model. Through revenue-sharing and credit support mechanisms, it will collaborate with AI cloud ser
-
Meta Platforms (META.O) rose more than 10% during intraday trading
Svmuu News: According to data from MSX.COM, Meta Platforms (META.O) rose more than 10% during intraday trading. Earlier reports indicated that META is building a cloud business to sell excess AI compu
-
META is building a cloud business to sell excess AI computing power
Svmuu News: According to data from MSX.COM, Meta Platforms (META.O) saw its pre-market gains widen to over 8% at one point as the company is building a cloud business to sell excess AI computing power
-
Amazon Cloud Technology Will Invest $1 Billion to Establish a New AI Division
Svmuu News: On June 30 local time, Amazon, the cloud computing service platform of U.S. tech giant Amazon, announced that it will invest $1 billion (approximately 6.8 billion yuan) to establish a new
-
Cloud computing startup Runpod raises $100 million in funding
Svmuu News: Cloud computing startup Runpod announced that it has secured $100 million in funding and stated that it has rejected multiple acquisition offers. Specific details about the investors have
-
"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle. Serenity believes that photonics, memory, and Neocloud
-
The U.S. cloud computing sector rose across the board, with Hut 8 and IREN gaining more than 4%
Svmuu News: According to data from MSX.COM, U.S. cloud computing service providers rose across the board, with Nebius surging more than 9%, CoreWeave rising more than 7%, and Oracle, Hut 8, and IREN e
-
Nvidia's gains expanded to 5%, TSMC surged 5% to hit a new high
According to MSX.COM data, Nvidia's gains expanded to 5%, reaching $222.1 per share, following the announcement of a new superchip designed for Windows PCs. It is expected that related laptops and des
-
US cloud computing services sector strengthens, CoreWeave up nearly 9%
According to MSX.COM data, the US cloud computing services sector is strengthening, with NEBIUS surging over 11%, ServiceNow up over 10%, CoreWeave up nearly 9%, Salesforce up over 7%, and Oracle up n
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Cloud Computing
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