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BofA's Hartnett: Hyperscale Cloud Bonds Yielding Near Junk Levels, May Soon Attract Buyers
Bank of America Chief Investment Strategist Michael Hartnett noted that the US investment-grade tech bond index has seen a 9% price drop over the past year, with yields rising from 4.5% to 6.2%. He be
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Anonymous analyst Mr. P: The "ten-year demand visibility" of AI hyperscale cloud vendors is a lie; storage remains cyclical, and storage spending may reach $500-700 billion next year.
Anonymous analyst Mr. P stated in a podcast on September 26 that hyperscale cloud vendors cannot predict the situation two years from now, and the market's "never-ending super cycle" assumption for AI
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Rothschild-affiliated institutions issue "sell" ratings on AI new cloud duo CoreWeave and Nebius; "Big Short" Burry warns tech giants may have over $3 trillion in off-balance-sheet commitments
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterp
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Jefferies analyst says Microsoft’s software business is its ‘most underappreciated’ driver
Analyst Brent Thill highlighted the potential of Microsoft 365 Cloud, which includes products like Word and Excel, noting that investors may be underestimating its revenue potential compared to the co
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CNBC, citing TipRanks data: Wall Street analysts are optimistic about Oracle's (ORCL) long-term investment value.
Guggenheim analyst John DiFucci reiterated a "Buy" rating and a $400 price target for Oracle, calling it a "stock of the decade" primarily benefiting from the immense opportunities presented by AI tra
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Digital Realty CEO: Potential AI Slowdown Not 'End of the World' for Data Center Real Estate
Digital Realty CEO Andrew Power stated that calls for a slowdown in AI development do not signify the "end of the world" for data center real estate, despite Digital Realty and Equinix stocks slumping
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Microsoft is seen as having more spending discipline in cloud AI investments, while Alphabet relies on debt to achieve faster growth.
Yahoo Finance analysis indicates that Microsoft's investment in AI infrastructure demonstrates greater spending discipline, with $678 billion in commercial remaining performance obligations (RPO) and
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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-
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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
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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
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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
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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
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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
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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
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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
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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
24H Trending
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Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
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Nikkei Asia: Iranian separatists intensify attacks and seize territory in response to a potential full-scale US assault.
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What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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China's tech stocks lose luster as STAR 50 Index plunges over 40% from July peak, CATL falls 37% YTD amid AI profit doubts
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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Obama criticizes Trump's Iran war, citing US vulnerability and rising oil prices
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Thailand's Kasikornbank taps AI to expand wealth management customer base
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Iran's Islamic Revolutionary Guard Corps claims to have shot down a US-made MQ-1 drone near the Strait of Hormuz.
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