CLOUD (CLOUD) — News

Nebius reports 514% surge in second-quarter cloud sales as AI demand accelerates

Nebius' rapid cloud sales growth underscores the transformative impact of AI on cloud infrastructure demand and competitive market dynamics. The post ...

Nebius reports Q2 2026 earnings, revenue surges 454% year-over-year

Nebius's rapid growth highlights the potential volatility and risks tied to heavy reliance on AI cloud services amid market shifts. The post Nebius re...

Google announces new subsea cable links across the Americas under ‘Americas Connect’ initiative

Google's subsea cable expansion enhances connectivity in Latin America, potentially accelerating cloud adoption and economic growth in the region. The...

CoreWeave stock jumps 14% as revenue doubles and backlog tops $104 billion

CoreWeave shares surged about 14% after hours as Q2 revenue rose 112% to a record $2.58 billion and its AI cloud revenue backlog reached $104.2 billio...

Alibaba Cloud builds AI data centers in 100 days with new modular architecture, cuts costs by 10%

Alibaba Cloud's rapid AI data center deployment could accelerate global AI infrastructure growth, intensifying competition and innovation. The post Al...

IBM signs $240M deal with Together AI to build large-scale inference cluster

IBM's strategic focus on AI inference infrastructure could redefine enterprise cloud services, enhancing performance and cost efficiency. The post IBM...

IBM deploys Nvidia HGX B300 cluster on IBM Cloud, targeting regulated AI workloads

IBM's integration of Nvidia's HGX B300 on its cloud enhances AI capabilities for regulated sectors, promoting secure, scalable AI innovation. The post...

Amazon, Microsoft emerge as cloud computing winners, Alphabet falters despite record cloud growth

Amazon and Microsoft's strategic AI investments and profitability highlight the importance of balanced growth, impacting market perceptions. The post ...

Meta Launches Muse Glimmer for Local AI Agents on Personal Devices

Meta launched Muse Glimmer, an AI model that can run on a personal computer instead of relying entirely on cloud servers. It can help users manage fil...

Morgan Stanley identifies Western Digital as top pick amid surging hardware demand

Western Digital's strategic positioning in the HDD market could yield significant long-term gains as AI and cloud computing drive storage demand. The ...

48% of Google Cloud revenue next year could come from two unprofitable companies

Google Cloud's reliance on unprofitable AI firms heightens financial risk, potentially impacting Alphabet's strategic investments and pricing power. T...

Nebius valued at 55 times revenue amid AI infrastructure growth

Nebius' high valuation amid AI growth highlights investor confidence in future revenue potential, but faces competition from major cloud providers. Th...

Meta’s Manus desktop app brings AI agent capabilities to macOS and Windows

Meta's Manus app could shift enterprise AI adoption by addressing data privacy concerns with local processing, challenging cloud-reliant models. The p...

AWS directs engineers to reduce CPU waste amid EC2 capacity strain

AWS's CPU capacity strain highlights the growing challenge of balancing AI-driven demand with infrastructure efficiency, impacting cloud costs. The po...

Amazon instructs AWS engineers to cut CPU waste amid capacity crunch

AWS's focus on reducing CPU waste highlights the growing strain on cloud resources, potentially driving up costs and impacting cloud market dynamics. ...

Halo launches P2P AI inference marketplace on Virtuals Protocol, processing 8 billion tokens in early weeks

Halo's decentralized AI inference marketplace could disrupt traditional cloud services, fostering a more competitive and accessible AI ecosystem. The ...

Mirendil inks $100M Google Cloud deal to scale AI infrastructure

Mirendil's expansion could significantly impact AI research, potentially accelerating advancements in scientific discovery and AI development. The pos...

Microsoft pours $21B into India’s largest data center as cloud infrastructure race heats up

Microsoft's investment in India could reshape the cloud landscape, intensifying competition and emphasizing data sovereignty in Asia. The post Microso...

Google surpasses Apple to become second largest company globally

Alphabet's AI advancements highlight a shifting tech landscape, challenging Apple's market position and emphasizing cloud-first strategies. The post G...

CoreWeave secures multi-year SSD supply deal with Solidigm to fuel AI cloud expansion

CoreWeave's strategic SSD deal with Solidigm highlights the critical role of optimized storage solutions in scaling AI infrastructure efficiently. The...

Amazon’s $13B Anthropic bet balloons to $190B, reshaping the AI infrastructure race

Amazon's strategic investment in Anthropic not only boosts its AI capabilities but also intensifies the competitive landscape in cloud services. The p...

CoreWeave enters Asian market with data centers in Indonesia

CoreWeave's expansion into Asia could significantly boost its market presence, tapping into regional demand for specialized AI cloud services. The pos...

Anthropic commits $200B to Google Cloud in massive five-year spending deal

Anthropic's massive cloud investment signals a transformative shift in AI infrastructure spending, highlighting potential risks and opportunities for ...

Reserve Bank of India expected to hold rates steady as energy costs cloud inflation outlook

India's economic growth faces challenges as energy costs rise, impacting inflation and investment decisions, including in crypto markets. The post Res...

AWS integrates Superblocks tool for private cloud AI development

AWS's integration of Superblocks enhances enterprise AI security, reducing reliance on external AI, and potentially lowering operational costs. The po...

Amazon joins the $3 trillion club as AI and cloud growth fuel historic rally

Amazon's $3 trillion milestone underscores the intensifying AI-driven cloud competition, setting high stakes for rivals and investor expectations. The...

Amazon surpasses $3T market cap for the first time

Amazon's near $3T valuation highlights its strategic growth in AI and cloud services, underscoring its evolving influence in tech and retail. The post...

Morgan Stanley forecasts cloud spending to reach $1.2T by 2027, and crypto miners are paying attention

The surge in cloud spending could reshape tech industries, intensifying competition for resources and altering investment strategies globally. The pos...

On Cloud 9: Inside KuCoin's Ninth Anniversary Skybox at Tomorrowland Belgium

Google Cloud revenue jumps 82% to $25B in Q2 2026 amid capacity concerns

Google Cloud's rapid growth highlights potential risks to Alphabet's market position due to capacity issues and increased capital expenditure. The pos...