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Cloud Computing
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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
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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
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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,
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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
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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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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
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Microsoft for the first time disclosed Azure's quarterly revenue at $33.2 billion
Microsoft for the first time disclosed Azure's quarterly revenue, reporting $33.2 billion for the July–September quarter, a 48% increase from a year earlier. This figure allows for direct comparison w
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Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips
Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips, with delivery expected in Q1 and Q2 2027. The company's Q3 revenue reached $7.56 billion, a ninefold year
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Amazon CEO states strong long-term demand for AWS cloud capacity, with 2026 and 2027 largely sold out, and most of 2028 already booked.
Amazon CEO Andy Jassy stated in an Andreessen Horowitz podcast released on Friday that the vast majority of Amazon Web Services (AWS) core infrastructure capacity has been snapped up for the next seve
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TikTok U.S. seeks 4 gigawatts of computing capacity by early 2030s for AI expansion
TikTok's U.S. entity is looking to secure multiple gigawatts of computing capacity, with one source indicating a target of four gigawatts by the early 2030s. This move comes amid a global scramble for
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Shares of South Korean cloud operator Elice have surged over 55% in two days, hitting 99,900 Korean won during Thursday's trading, surpassing its IPO price of 90,500 won for the first time.
Shares of South Korean cloud operator Elice rose for a second consecutive day, climbing as much as 25% to 99,900 Korean Won during Thursday's trading session, recovering its IPO price of 90,500 Korean
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Jensen Huang: NVIDIA GPUs can last 7-8 years, far exceeding market expectations, and NVIDIA provides residual value guarantees for chip resales to help CoreWeave and others lower financing costs.
NVIDIA CEO Jensen Huang stated on Wednesday that the actual lifespan of the company's GPUs can reach seven to eight years, significantly exceeding the market's previous common assumption of four years
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NVIDIA plans to invest hundreds of millions of dollars in Australian AI cloud service provider Firmus Grid.
NVIDIA is in talks with Australian AI cloud service provider Firmus Grid to inject hundreds of millions of dollars. This follows Firmus's failed IPO plan, which valued the company at $30 billion, and
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SAP's Q3 revenue exceeded €10 billion for the first time, up 13% year-over-year; cloud backlog grew 28%, and full-year cloud revenue guidance was raised.
SAP, Europe's largest software company, announced its Q3 2026 earnings, with total revenue reaching €10.27 billion, up 13% year-over-year, marking the first time quarterly revenue exceeded €10 billion
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OpenAI to bring its AI models to Google Cloud, expanding beyond Microsoft to all three top cloud providers
OpenAI will make its artificial intelligence models available for developers through Google Cloud, marking its presence on all three major cloud infrastructure providers. This move follows years of co
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NVIDIA Cloud Partners Expand AI Computing Capacity Across Europe and Beyond to Support Sovereign, Open, and Secure AI Agents
NVIDIA announced that its cloud partners are significantly expanding AI computing capabilities across Europe, Northern Europe, Africa, and Central Asia to support AI model training, inference, and the
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Google CEO Pichai: Cloud business is ceding hashrate for frontier AI, securing hashrate for 2027 is "extremely difficult."
Google CEO Sundar Pichai recently made a rare admission in an interview, stating that the company's cloud business is actively ceding hashrate resources for the development of cutting-edge AI models,
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Anthropic reportedly faces a compute shortage as cloud giants view it as a competitor, plans November IPO.
AI company Anthropic is struggling to secure sufficient computing power from cloud service providers such as AWS, Google, and Microsoft, as these giants increasingly view it as a competitor, according
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Amazon plans to invest over €16 billion in Germany by 2027, covering AI, satellite, and logistics.
Amazon's Chief Global Affairs and General Counsel, David Zapolsky, announced in Berlin on October 20 that the company plans to invest over 16 billion euros in Germany by 2027, according to reports fro
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Nscale, backed by NVIDIA, is reportedly in talks with Anthropic for a $45 billion cloud computing deal.
Nscale, a data center developer backed by NVIDIA, is in talks with AI company Anthropic for a cloud computing deal worth approximately $45 billion, involving the second building at its Monarch data ce
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CITIC Securities: Market Overly Concerned About Debt of New Cloud Vendors Like Coreweave; Short-Term Funding Gap Still Manageable
CITIC Securities, in its latest report on October 19, stated that market concerns about the debt sustainability of new cloud vendors like Coreweave are overblown, believing that short-term financing g
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Investors Dump Data Center Bonds, AI Borrowers' Debt in Distress
Investors are selling off bonds from AI infrastructure providers and new cloud companies, pushing these debts into distressed territory. These AI borrowers are facing a "Darwinian moment."
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Gartner warns over 80% of emerging cloud vendors may exit the market, CoreWeave plummets 15.5% on Wednesday, its largest drop since listing.
Leading research firm Gartner warned in a report on Wednesday that over 80% of emerging cloud service providers (neoclouds) will fail to survive independently by 2030 due to cost pressures and a lack
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Nordic Countries Emerge as Europe's Advanced Computing Hub with NVIDIA
The Nordic countries have become Europe's leader in unicorn startup density and are rapidly building a consequential technology ecosystem. The region is expanding its AI cloud capacity, projected to r
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Analyst: NVIDIA Faces Dilemma of Another CoreWeave Bailout After Stock Plunges Over 15% on Wednesday
Renowned financial analyst Quoth the Raven (QTR) stated in a ZeroHedge column that data center operator CoreWeave's stock price plummeted over 15% on Wednesday due to hotter-than-expected inflation da
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CoreWeave CEO Blames Stock Drop on "Irrational" Market Behavior
CoreWeave CEO Blames Stock Drop on "Irrational" Market Behavior
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Amazon's AI Capital Expenditure Returns Underestimated by Market, AWS Executives Disclose Multiple Growth Plans
Citing The Information on Sunday, Wall Street News reported that Amazon is currently trading at approximately 29 times its forward P/E ratio, lower than Walmart's 37 times, despite its revenue growth
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Jefferies Strategists Warn AI Sector Faces "2008 Moment," Potentially Leading to "Massive Capital Destruction" in the US
Chris Wood, Global Head of Equity Strategy at Jefferies, warned in his latest quarterly report that the AI industry is facing structural risks similar to the 2008 subprime mortgage crisis. He pointed
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Goldman Sachs Analysis: US AI Hashrate Spot Rental Prices Are Double Long-Term Contracts, Far Exceeding Cloud Providers' Breakeven Thresholds
Goldman Sachs internet analyst Eric Sheridan noted in an October 10 report that the U.S. AI hashrate leasing market exhibits a "short-term expensive, long-term cheap" characteristic. Short-term spot l
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Analysts expect Alibaba's AI cloud revenue to surge over 50% for September quarter, accelerating from 45% growth in prior quarter
Analysts across several financial institutions project Alibaba Group Holding's cloud and artificial intelligence unit revenue growth to have accelerated in the three months ended September 30, up from
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Cloud Computing
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