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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays. Microsoft reduced its full-year capex forecast to $170 billion from $175 b
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Microsoft's stock price rose 5% as cloud revenue exceeded expectations; total revenue for the quarter ending September increased 19% to $92.3 billion.
Microsoft's stock price rose 5% as cloud revenue exceeded expectations; total revenue for the quarter ending September increased 19% to $92.3 billion.
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General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures
General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures, bringing the company's post-money valuation to $800 million. The com
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KT unveiled an enterprise AI platform on Tuesday that will allow businesses to use models from different providers through a single service, taking on global cloud operators such as Amazon and Microsoft.
KT unveiled an enterprise AI platform on Tuesday that will allow businesses to use models from different providers through a single service, taking on global cloud operators such as Amazon and Microso
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Elon Musk has warned that over 200 AI neoclouds face a “guppy-level death.” This warning comes as Gartner forecasts that more than 80% of specialist cloud providers will cease operating independently by 2030.
Elon Musk has warned that over 200 AI neoclouds face a “guppy-level death.” This warning comes as Gartner forecasts that more than 80% of specialist cloud providers will cease operating independently
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NVIDIA CEO Jensen Huang: Demand for new cloud services is "insanely high," but capital scarcity hinders growth
NVIDIA CEO Jensen Huang told CNBC on Thursday during the GTC conference in Berlin that demand for new cloud firms is "insanely high," but capital scarcity is hindering their growth. He noted that imme
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Shares of Elice, a new South Korean cloud service provider, rose for the second consecutive day, surpassing its IPO price.
Shares of Elice Inc., a new South Korean cloud service provider, rose 25% to 99,900 Korean Won in Seoul on Thursday, surpassing its IPO price of 90,500 Won for the first time. The company's shares had
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Japan plans to establish a certification system for data centers and cloud services to encourage secure tech use in finance and healthcare, aiming to curb risks from China and Russia.
Japan plans to establish a certification system for data centers and cloud services to encourage secure tech use in finance and healthcare, aiming to curb risks from China and Russia.
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CME Group Announces Cloud Migration Milestone, Initial Globex Performance Testing Complete
CME Group announced it has completed initial performance testing of its CME Globex trading platform in the cloud, marking a new milestone in its market cloud migration project, including achieving fas
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NVIDIA GPU Providers Surge 55% to 323
According to industry research firm SemiAnalysis, the number of NVIDIA GPU providers reached 323 as of September, an increase of approximately 55% in less than a year. This growth reflects strong dema
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Goldman Sachs Report: Six major US cloud service providers need to generate $1.42 trillion in revenue between 2028 and 2030 to provide a reasonable return on $1.73 trillion in AI capital expenditures.
Goldman Sachs' latest research report indicates that, under a baseline assumption of a 15% annualized return on invested capital (ROIC), six major US hyperscale cloud service providers—Alphabet, Micro
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Chinese AI company Zhipu has signed revenue-sharing agreements with multiple leading cloud service providers, both domestic and international, with related revenue expected to be recognized starting October 2026.
Zhipu AI has signed revenue-sharing agreements with multiple leading cloud service providers, both domestic and international, to deploy its GLM series open-source models as hosted APIs on their cloud
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Japanese memory chip maker Kioxia Holdings' startup EmotionX to offer cloud service for encrypted data analysis without decryption
Tokyo-based EmotionX aims to provide a secure platform for companies and government agencies to share data, with potential uses in defense and finance.
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Jim Cramer named Akamai Technologies a "great buy," citing the company's pivot to high-margin cybersecurity and AI cloud services, and its multi-year contracts totaling over $2.8 billion.
CNBC host Jim Cramer called Akamai Technologies (AKAM) stock a "terrific buy," citing the company's shift from content delivery network (CDN) business to high-margin cybersecurity and cloud services,
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Oracle shares jumped 7% in after-hours trading after its quarterly results exceeded expectations and cloud infrastructure revenue doubled.
Oracle announced stronger-than-expected first-quarter fiscal year results, with cloud infrastructure revenue more than doubling to $7.4 billion, exceeding market expectations of $7.09 billion. The com
-
Yahoo Finance Analysis: AMD and Google Show Divergent Performances in AI, Analysts See Google as a Potential "Surprise Winner"
Analysis indicates that AMD's Q2 data center revenue surged 107% year-over-year, yet its forward P/E ratio stands at a high 65x. In contrast, Google Cloud's business grew 82%, with a P/E ratio of only
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UBS Predicts: Amazon, Google, and Microsoft's AI Capex to Reach 102% of Cloud Revenue by 2026
UBS analysis indicates that hyperscale cloud providers Amazon, Google, and Microsoft will spend 102% of their cloud revenue on capital expenditures by 2026, reinvesting almost all cloud revenue into A
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AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
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Wall Street strategists see Big Tech's AI investments paying off, with JPMorgan raising S&P 500 target to 8,000 from 7,800
Strategists from firms like Truist note signs that significant AI spending by major tech companies is translating into earnings. JPMorgan analysts cited strong cloud demand and earnings revisions as r
-
Cloud service provider DigitalOcean (DOCN) stock price has surged 275% over the past 12 months, significantly outperforming Amazon, Microsoft, and Google. The company reported a 29% revenue increase to $281.2 million in Q2 2026, with AI customer annualized recurring revenue (ARR) growing 212% year-over-year to $234 million.
Cloud service provider DigitalOcean (DOCN) stock price has surged 275% over the past 12 months, significantly outperforming Amazon, Microsoft, and Google. The company reported a 29% revenue increase t
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Amazon CEO Andy Jassy: AWS's Future Annual Revenue Could Reach $1 Trillion
Amazon CEO Andy Jassy stated that its cloud services (Amazon) are expected to generate $1 trillion in revenue annually in the future, significantly higher than his previous forecast of "several hundre
-
Meta CEO Mark Zuckerberg stated that the company is receiving lease offers for its AI computing infrastructure at prices above cost, suggesting that AI investments could become profitable.
Meta CEO Mark Zuckerberg delivered a clear message to investors during the Q2 earnings call on July 29, stating that the AI infrastructure the company is building has received lease offers exceeding i
-
Alibaba Cloud Launches the Agent Native Cloud Full-Stack Product Suite
Svmuu News: At the 2026 World Artificial Intelligence Conference, Alibaba Cloud officially launched Agent Native Cloud, along with enterprise-grade intelligent agent tools such as AgentTeams and Agent
-
Citrini: Bond Issuance by Hyperscale Cloud Service Providers May Far Exceed Market Expectations Over the Next Two Years
Svmuu News: Citrini Research, the firm behind the “AI Doomsday Report,” stated that bond issuance by hyperscalers between 2027 and 2028 could reach more than double current market expectations, primar
-
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays. Microsoft reduced its full-year capex forecast to $170 billion from $175 b
-
Microsoft's stock price rose 5% as cloud revenue exceeded expectations; total revenue for the quarter ending September increased 19% to $92.3 billion.
Microsoft's stock price rose 5% as cloud revenue exceeded expectations; total revenue for the quarter ending September increased 19% to $92.3 billion.
-
General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures
General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures, bringing the company's post-money valuation to $800 million. The com
-
KT unveiled an enterprise AI platform on Tuesday that will allow businesses to use models from different providers through a single service, taking on global cloud operators such as Amazon and Microsoft.
KT unveiled an enterprise AI platform on Tuesday that will allow businesses to use models from different providers through a single service, taking on global cloud operators such as Amazon and Microso
-
Elon Musk has warned that over 200 AI neoclouds face a “guppy-level death.” This warning comes as Gartner forecasts that more than 80% of specialist cloud providers will cease operating independently by 2030.
Elon Musk has warned that over 200 AI neoclouds face a “guppy-level death.” This warning comes as Gartner forecasts that more than 80% of specialist cloud providers will cease operating independently
-
NVIDIA CEO Jensen Huang: Demand for new cloud services is "insanely high," but capital scarcity hinders growth
NVIDIA CEO Jensen Huang told CNBC on Thursday during the GTC conference in Berlin that demand for new cloud firms is "insanely high," but capital scarcity is hindering their growth. He noted that imme
-
Shares of Elice, a new South Korean cloud service provider, rose for the second consecutive day, surpassing its IPO price.
Shares of Elice Inc., a new South Korean cloud service provider, rose 25% to 99,900 Korean Won in Seoul on Thursday, surpassing its IPO price of 90,500 Won for the first time. The company's shares had
-
Japan plans to establish a certification system for data centers and cloud services to encourage secure tech use in finance and healthcare, aiming to curb risks from China and Russia.
Japan plans to establish a certification system for data centers and cloud services to encourage secure tech use in finance and healthcare, aiming to curb risks from China and Russia.
-
CME Group Announces Cloud Migration Milestone, Initial Globex Performance Testing Complete
CME Group announced it has completed initial performance testing of its CME Globex trading platform in the cloud, marking a new milestone in its market cloud migration project, including achieving fas
-
NVIDIA GPU Providers Surge 55% to 323
According to industry research firm SemiAnalysis, the number of NVIDIA GPU providers reached 323 as of September, an increase of approximately 55% in less than a year. This growth reflects strong dema
-
Goldman Sachs Report: Six major US cloud service providers need to generate $1.42 trillion in revenue between 2028 and 2030 to provide a reasonable return on $1.73 trillion in AI capital expenditures.
Goldman Sachs' latest research report indicates that, under a baseline assumption of a 15% annualized return on invested capital (ROIC), six major US hyperscale cloud service providers—Alphabet, Micro
-
Chinese AI company Zhipu has signed revenue-sharing agreements with multiple leading cloud service providers, both domestic and international, with related revenue expected to be recognized starting October 2026.
Zhipu AI has signed revenue-sharing agreements with multiple leading cloud service providers, both domestic and international, to deploy its GLM series open-source models as hosted APIs on their cloud
-
Japanese memory chip maker Kioxia Holdings' startup EmotionX to offer cloud service for encrypted data analysis without decryption
Tokyo-based EmotionX aims to provide a secure platform for companies and government agencies to share data, with potential uses in defense and finance.
-
Jim Cramer named Akamai Technologies a "great buy," citing the company's pivot to high-margin cybersecurity and AI cloud services, and its multi-year contracts totaling over $2.8 billion.
CNBC host Jim Cramer called Akamai Technologies (AKAM) stock a "terrific buy," citing the company's shift from content delivery network (CDN) business to high-margin cybersecurity and cloud services,
-
Oracle shares jumped 7% in after-hours trading after its quarterly results exceeded expectations and cloud infrastructure revenue doubled.
Oracle announced stronger-than-expected first-quarter fiscal year results, with cloud infrastructure revenue more than doubling to $7.4 billion, exceeding market expectations of $7.09 billion. The com
-
Yahoo Finance Analysis: AMD and Google Show Divergent Performances in AI, Analysts See Google as a Potential "Surprise Winner"
Analysis indicates that AMD's Q2 data center revenue surged 107% year-over-year, yet its forward P/E ratio stands at a high 65x. In contrast, Google Cloud's business grew 82%, with a P/E ratio of only
-
UBS Predicts: Amazon, Google, and Microsoft's AI Capex to Reach 102% of Cloud Revenue by 2026
UBS analysis indicates that hyperscale cloud providers Amazon, Google, and Microsoft will spend 102% of their cloud revenue on capital expenditures by 2026, reinvesting almost all cloud revenue into A
-
AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
AI infrastructure firm Groq raises $350M at $3.5B valuation, pivoting from chipmaking to Nvidia-powered neocloud services
-
Wall Street strategists see Big Tech's AI investments paying off, with JPMorgan raising S&P 500 target to 8,000 from 7,800
Strategists from firms like Truist note signs that significant AI spending by major tech companies is translating into earnings. JPMorgan analysts cited strong cloud demand and earnings revisions as r
-
Cloud service provider DigitalOcean (DOCN) stock price has surged 275% over the past 12 months, significantly outperforming Amazon, Microsoft, and Google. The company reported a 29% revenue increase to $281.2 million in Q2 2026, with AI customer annualized recurring revenue (ARR) growing 212% year-over-year to $234 million.
Cloud service provider DigitalOcean (DOCN) stock price has surged 275% over the past 12 months, significantly outperforming Amazon, Microsoft, and Google. The company reported a 29% revenue increase t
-
Amazon CEO Andy Jassy: AWS's Future Annual Revenue Could Reach $1 Trillion
Amazon CEO Andy Jassy stated that its cloud services (Amazon) are expected to generate $1 trillion in revenue annually in the future, significantly higher than his previous forecast of "several hundre
-
Meta CEO Mark Zuckerberg stated that the company is receiving lease offers for its AI computing infrastructure at prices above cost, suggesting that AI investments could become profitable.
Meta CEO Mark Zuckerberg delivered a clear message to investors during the Q2 earnings call on July 29, stating that the AI infrastructure the company is building has received lease offers exceeding i
-
Alibaba Cloud Launches the Agent Native Cloud Full-Stack Product Suite
Svmuu News: At the 2026 World Artificial Intelligence Conference, Alibaba Cloud officially launched Agent Native Cloud, along with enterprise-grade intelligent agent tools such as AgentTeams and Agent
-
Citrini: Bond Issuance by Hyperscale Cloud Service Providers May Far Exceed Market Expectations Over the Next Two Years
Svmuu News: Citrini Research, the firm behind the “AI Doomsday Report,” stated that bond issuance by hyperscalers between 2027 and 2028 could reach more than double current market expectations, primar
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