Faster global financial news!
Cloud Computing
-
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
-
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
-
Goldman Sachs Deepens AI Push, Opens New Engineering Office in Bellevue for AI and Cloud Talent
Goldman Sachs Deepens AI Push, Opens New Engineering Office in Bellevue for AI and Cloud Talent. The new office, reported by Reuters on September 8, will house over 125 employees focused on AI and clo
-
Yahoo Finance Analysis: Despite Massive Capital Expenditures, Google and Amazon Remain "Must-Buy" Stocks
Yahoo Finance analysis indicates that despite significant capital expenditures by Google (Alphabet) and Amazon on AI infrastructure, their cloud businesses (AWS and Google Cloud) are experiencing stro
-
Oracle Q1 Earnings Call: AI Hashrate Deliveries Surge, GPU Renewals See 20% Premium, Full-Year Revenue Guidance Raised
Oracle stated on its analyst call following the Q1 earnings report that it delivered 850 megawatts of AI computing power, including over 300,000 GPUs, to customers this quarter, nearly triple the amou
-
Bloomberg: Microsoft plans to triple its global data center capacity to 38GW by 2032 to address AI hashrate shortages.
Bloomberg reports that Microsoft plans to more than triple its global data center capacity to over 38 gigawatts (GW) by 2032, up from approximately 12 GW currently. Sources familiar with the matter st
-
Marvell (MRVL) stock surged 241% in a year, with the CEO attributing it to building trust with hyperscale cloud vendors.
Marvell's CEO Matt Murphy stated on CNBC on Tuesday that hyperscale cloud providers need assurance that suppliers can deliver increasingly complex chips on time and at scale, a capability that has ear
-
Google and Blackstone's New Cloud Venture Faces Delays at Data-Center Sites
Google and Blackstone's New Cloud Venture Faces Delays at Data-Center Sites
-
Goldman Sachs: Chinese internet companies' Q2 earnings declined 13% year-over-year, expected to turn positive to 17% in Q3.
Goldman Sachs' research report indicates that offshore "soft tech" / internet companies' Q2 earnings were slightly below expectations, with the nine major internet companies tracked by Goldman Sachs e
-
Andvari Associates Highlights Microsoft's Diverse Revenue Streams Beyond AI Theme
Investment management firm Andvari Associates stated in its Q2 2026 investor letter that while Microsoft has exposure to AI, it generates revenues and profits from various other sources, including ubi
-
Amazon to Invest Over $5.3 Billion in Saudi AWS Cloud Region, Set to Launch December 2026
Amazon disclosed plans to invest more than $5.3 billion (19.88 billion Saudi riyal) in its first AWS Cloud Infrastructure Region in Saudi Arabia, with the launch targeted for December 2026. This multi
-
Nvidia's 'hidden' ACIE business, serving enterprise, neocloud, and sovereign clients, grew 138% YoY to $40 billion, outpacing hyperscaler revenue growth
Nvidia's ACIE segment, which covers AI cloud providers, industrial customers, enterprises, and sovereign buyers, reached $40 billion in its most recent fiscal second quarter, marking a 138% year-over-
-
Amazon CEO Andy Jassy anticipates AWS annual revenue could eventually surpass $1 trillion, with analysis suggesting a 20% compound annual growth rate could achieve this by early 2036.
Amazon CEO Andy Jassy previously stated that Amazon Web Services (AWS) could achieve annual revenues of hundreds of billions of dollars. During the latest Amazon earnings call, he revised this estimat
-
Citadel Securities Analysis: Hashrate Scarcity Remains AI's Biggest Bottleneck, Hyperscale Cloud Providers May Emerge as Ultimate Winners
Citadel Securities' latest analysis indicates an accelerating divergence in the AI industry's competitive landscape. The key variable determining success is not model capability, but rather the availa
-
Google raises 2026 capital expenditure guidance to $195 billion-$205 billion, mainly for data centers
Google (Alphabet) has raised its 2026 capital expenditure guidance from the initially projected $175 billion-$185 billion to $195 billion-$205 billion, primarily for data centers. Analysts believe thi
-
Motley Fool Analyst: Amazon AWS Q2 Backlog Reaches $496 Billion, Highlighting Strong Demand and Insufficient Supply
Motley Fool analysts point out that Amazon's cloud computing division, Amazon Web Services (AWS), had a backlog of $496 billion at the end of the second quarter. The analysis suggests that this figure
-
Alibaba sells gaming unit Lingxi Games to Trustar Capital for at least $1.5 billion, shifting focus to AI and cloud computing
Alibaba Group Holding is divesting its gaming unit, Lingxi Games, to Asian private equity firm Trustar Capital. This move aligns with CEO Eddie Wu's strategy to prioritize artificial intelligence and
-
Bernstein SocGen Group analysts reiterate "Outperform" rating for IREN, with a target price of $100, expecting approximately 120% upside.
Bernstein SocGen Group analyst Gautam Chhugani reiterated an "Outperform" rating for Iren Ltd. (IREN) on August 13, setting a price target of $100, implying an upside of approximately 120% from curren
-
CoreWeave Discloses “De-NVIDIA-ization” Risk for the First Time in Regulatory Filing, Yet Q2 Order Backlog Reaches $104 Billion, Stock Price Still Jumps 19%
AI cloud provider CoreWeave, in its quarterly earnings report filed on Wednesday, for the first time listed "abandoning reliance on NVIDIA chips" as a potential business risk, warning that a shift in
-
Analyst Reverses Long-Held Bearish Stance on Microsoft, Citing Strong AI and Cloud Growth
A Yahoo Finance analyst, Micah Zimmerman, who had been bearish on Microsoft (MSFT) stock for five years, has now changed his mind, calling it an "easy buy" for long-term investors. This shift is attri
-
Amazon's market value tops $3 trillion for the first time, shares hit record high up 5.5% on AI and cloud growth
Amazon's shares rose 5.5% to $286.20, reaching a record high and bringing their yearly gains to over 23%. This surge follows strong earnings and signs that the AI boom is driving fresh demand for its
-
DeItaone reports: Morgan Stanley expects global cloud capital spending to surge to $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates.
The firm believes consensus forecasts are still too conservative, projecting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments,
-
Goldman Sachs: AI Giants’ Capital Expenditures Are “Astounding,” but the Returns Are Equally Impressive; Amazon’s Annualized AI Revenue Has Exceeded $25 Billion, with Triple-Digit Year-Over-Year Growth
Goldman Sachs In his latest weekly report, analyst Mark Wilson noted that hyperscale cloud computing companies are demonstrating staggering levels of capital expenditures and returns. Goldman Sachs fo
-
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%.
- No data
Cloud Computing
24H Trending
-
1
Stock Tokenization: 2026 Market Overview and Top 5 Tokenized Stocks
-
2
JST (JUST) price surged to $0.11326, hitting a new 365-day high.
-
3
Aethir (ATH) Token Value Analysis: Decentralized Cloud Computing Project Potential and Risk Assessment
-
4
Standard Chartered Predicts XRP Could Reach $12.60 by 2028, Citing Unmet Catalysts
-
5
NEPT Coin Trading Guide: Distinguishing Between Similarly Named Projects and Their Respective Trading Channels
-
6
What is MEMO Coin? An Analysis of the Token, Transaction Memos, and Payment Platform
-
7
Bitcoin Trading Platforms and Mobile Apps Guide: Selection and Considerations
-
8
How will cyclical trends evolve after the Bitcoin halving?
-
9
LHC Coin: Analysis of Lightcoin Project Status and Development Prospects
-
10
What is WKAI? Wrapped KardiaChain (WKAI) Project Analysis and Risk Warning
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
