AWS plans to launch Saudi Arabia region in 2026 with over $5.3B investment
AWS's investment in Saudi Arabia could accelerate regional digital transformation, enhance local tech skills, and intensify cloud market competition. ...
Aug 31open_in_new
CLOUD (CLOUD) — News
276 articles · updated every 3 minutes
Broadcom unveils Tanzu AI-ready data at VMware Explore, addresses agent trust issues
Broadcom's focus on private cloud AI solutions highlights a shift towards enhanced security and control, impacting enterprise AI deployment strategies...
Aug 31open_in_new
Barclays report: cloud providers take $35-$40 per $100 in AI model revenue, earning $10-$20 profit
Cloud providers' significant profit margins from AI inference highlight their pivotal role in AI economics, but reliance risks loom. The post Barclays...
Aug 30open_in_new
Lambda raises $1B in private debt for Nvidia chip collaboration with Microsoft
Lambda's debt strategy highlights a shift in AI infrastructure financing, potentially setting a new standard for cloud providers' growth models. The p...
Aug 28open_in_new
Nvidia-backed Lambda raises $1 billion in private debt for Microsoft chip deal
Lambda's debt strategy highlights a shift in AI infrastructure financing, potentially setting a new standard for cloud providers' growth models. The p...
Aug 28open_in_new
Alibaba and Moonshot AI shift to revenue-sharing API models, signaling new era for open-source AI economics
The shift to revenue-sharing API models by Alibaba and Moonshot AI could redefine open-source AI economics, impacting cloud provider strategies. The p...
Aug 28open_in_new
Bitcoin Miner IREN Shares Fall as AI Conversion Costs Mount
AI cloud revenue topped Bitcoin mining for the first time as IREN accelerated its data center conversion.
Aug 28open_in_new
Mesh connects idle Nvidia GPUs into open AI compute network
Mesh LLM's decentralized GPU network democratizes AI access, potentially reducing reliance on centralized cloud services and enhancing data privacy. T...
Aug 27open_in_new
Nvidia launches revenue-sharing agreements with AI cloud providers
Nvidia's decision may challenge smaller AI cloud providers, potentially altering market dynamics and investment strategies in AI infrastructure. The p...
Aug 27open_in_new
Peter Thiel buys AI stock up 347,260% since IPO
Thiel's strategic shift towards Microsoft and Amazon highlights a growing focus on cloud and AI infrastructure, signaling evolving tech investment tre...
Aug 27open_in_new
HIVE Digital Technologies reports $180M in contracted GPU cloud business
HIVE's strategic pivot to GPU cloud services could significantly diversify its revenue streams, reducing reliance on volatile Bitcoin mining. The post...
Aug 27open_in_new
Nvidia CFO says non-hyperscale cloud already accounts for roughly half of data-center revenue
Nvidia's diversification into non-hyperscale cloud markets could enhance its resilience against hyperscaler bargaining power and drive sustained growt...
Aug 26open_in_new
Nvidia CFO: Cloud industry backlog exceeds $2T, capex to hit $1.3T in 2027
The massive cloud industry backlog and rising capex highlight the escalating demand for AI infrastructure, potentially reshaping tech investment. The ...
Aug 26open_in_new
Nvidia strikes massive GPU deal with AWS, deploying over a million chips through 2027
The Nvidia-AWS deal underscores a shift towards diversified AI infrastructure, highlighting Nvidia's pivotal role in cloud computing's future. The pos...
Aug 26open_in_new
AWS, Nvidia to supply 2M GPUs for AI infrastructure expansion
The AWS-Nvidia GPU expansion could accelerate AI advancements, impacting cloud computing dynamics and influencing tech market strategies. The post AWS...
Aug 26open_in_new
Amazon Web Services acquires DuckLabs, the company behind the wildly popular DuckDB database
AWS's acquisition of DuckLabs could enhance cloud-based data analytics, potentially accelerating innovation and competition in the sector. The post Am...
Aug 26open_in_new
AI boom drives 100 data center bids in Israel, strains power grid
The surge in data center proposals in Israel highlights the urgent need for infrastructure upgrades to support growing AI and cloud demands. The post ...
Aug 26open_in_new
Perplexity launches Portable Computer for Pro and Max subscribers on NVIDIA DGX Spark
Perplexity's local AI processing enhances privacy and efficiency, potentially reshaping data handling norms and reducing cloud dependency. The post Pe...
Aug 25open_in_new
Google Cloud taps SQD for blockchain data analytics in BigQuery
This collaboration could enhance enterprise analytics and web3 applications by providing reliable, validated blockchain data infrastructure. The post ...
Aug 25open_in_new
Deutsche Bank adopts Google Cloud AI service to boost revenue and cut costs
Deutsche Bank's AI integration could redefine banking efficiency, potentially setting new industry standards for cost management and innovation. The p...
Aug 25open_in_new
CoreWeave partners with Rescale to expand AI cloud ecosystem
CoreWeave's partnership with Rescale enhances its AI cloud ecosystem, potentially increasing its market reach and influence in high-performance comput...
Aug 25open_in_new
Google Cloud launches Gemini Enterprise for financial services
Google Cloud's Gemini Enterprise for financial services could accelerate AI adoption in regulated industries, enhancing efficiency and compliance. The...
Aug 25open_in_new
Google Cloud launches Gemini Enterprise for Legal in preview
Google Cloud's Gemini Enterprise for Legal could revolutionize legal workflows, enhancing efficiency and accuracy while reshaping industry standards. ...
Aug 25open_in_new
Lambda in talks to raise $3B for potential public listing
Lambda's funding efforts and IPO plans could significantly impact the competitive landscape of the GPU cloud computing market by 2026. The post Lambda...
Aug 24open_in_new
Lambda in talks to raise $3 billion at up to $12 billion valuation
Lambda's funding efforts and IPO plans could significantly impact the competitive landscape of the GPU cloud computing market by 2026. The post Lambda...
Aug 24open_in_new
Google Cloud partners with Verizon to deploy Gemini Enterprise across 28,000 customer care reps
The partnership exemplifies AI's transformative potential in telecom, enhancing efficiency and sales, and setting a precedent for industry-wide adopti...
Aug 24open_in_new
Rumble affiliate lands $13.7B GPU services deal with US cloud customer
The $13.7B GPU deal could significantly boost RUM Group's AI capabilities but may dilute shareholder value due to warrant structures. The post Rumble ...
Aug 24open_in_new
Microsoft’s AI cloud business depends on select tech partners
Microsoft's reliance on OpenAI highlights the risks of dependency in AI cloud growth, urging diversification to maintain strategic leverage. The post ...
Aug 24open_in_new
Nvidia notifies customers of over 15% price hikes on AI products
Rising AI hardware costs could hinder innovation and accessibility, impacting cloud services and AI development across industries. The post Nvidia not...
Aug 22open_in_new
Anthropic hires Google chip veteran to advance hardware efforts
Anthropic's custom chip development could shift AI industry dynamics, reducing reliance on traditional cloud partners and enhancing competitive edge. ...
Aug 21open_in_new