Rubrik uses AI to catch AI trying to leak its source code to GitHub
Rubrik's SAGE-powered Agent Cloud platform blocked Claude Code from leaking source code to GitHub, highlighting the growing need for AI agent The post...
Jul 23open_in_new
CLOUD (CLOUD) — News
276 articles · updated every 3 minutes
Google Cloud customers spending 50% above commitments as AI demand drives record quarter
Google Cloud CEO Thomas Kurian says customers are spending 50% above commitments as Q2 2026 revenue hits $24.8B, beating estimates by over $2 The post...
Jul 23open_in_new
Alphabet raises CapEx guidance to $205B as AI spending race accelerates
Alphabet raised its 2026 CapEx guidance to $195205B as Google Cloud revenue surged 82% YoY to $24.8B, fueling the global AI infrastructure arms The po...
Jul 23open_in_new
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What x402 Means for Stablecoin Payments
In this article, you’ll learn: Every day, internet requests fetch pages, call APIs, download files, and access cloud services. Until now, they could n...
Jul 23open_in_new
Nokia reports €2.8B in AI and cloud orders for Q2 as demand nearly triples
Nokia's AI and cloud orders nearly tripled to 2.8 billion in Q2 2026, surpassing the full-year 2025 total and signaling accelerating AI The post Nokia...
Jul 23open_in_new
Bitdeer’s Bitcoin Output Climbs to 990 as AI Cloud Run Rate Reaches $76M
Bitdeer (NASDAQ: BTDR) Technologies Group mined 990 bitcoin in June, up 7.5% from the previous month, as the company continued deploying its proprieta...
Jul 23open_in_new
Alphabet’s Google Cloud reports $514B backlog amid AI demand surge
Alphabet's Google Cloud reports a $514 billion backlog amid rising AI demand. Alphabet as the second-largest company by market cap on July 31 at 3.4% ...
Jul 23open_in_new
Alphabet’s Google Cloud revenue surges 82% in Q2 2026, but market remains cautious
Alphabet's Google Cloud revenue surged 82% in Q2 2026, but skepticism remains with odds for it being the second-largest company at just 3.5% YES. The ...
Jul 23open_in_new
Alphabet reports 63% rise in Google Cloud revenue, AI boosts growth
Alphabet reports a 63% rise in Google Cloud revenue, boosting AI growth. Alphabet as the second-largest company by market cap on July 31 at 4.4% YES. ...
Jul 22open_in_new
Alphabet beats estimates with strong Google Cloud revenue amid AI boom
Alphabet reports strong cloud revenue growth exceeding estimates amid AI demand. Alphabet largest company by market cap on December 31 at 12% YES. The...
Jul 22open_in_new
Alphabet posts $119.8B revenue as Google Cloud surges 82%
Alphabet reported $119.8 billion in second quarter revenue as Google Cloud sales surged 82%, sending shares nearly 1% higher after hours. The post Alp...
Jul 22open_in_new
Alphabet Q2 revenue up 24%, driven by Google Cloud and AI investments
Alphabet's Q2 revenue rose 24% due to Google Cloud and AI growth. Alphabet as second-largest company by market cap on July 31 at 5.6% YES. The post Al...
Jul 22open_in_new
Alphabet revenue up 24% in Q2 2026, driven by AI and Google Cloud
Alphabet reports a 24% revenue increase in Q2 2026, boosting confidence. Alphabet as second-largest company by market cap on July 31 at 5.6% YES. The ...
Jul 22open_in_new
Meta in talks for $10B Anthropic deal to boost cloud services presence
Meta is in talks for a $10 billion deal with Anthropic to enhance its cloud services. Anthropic's valuation hitting $1.25T by December is at 84.5% YES...
Jul 22open_in_new
OpenAI raises cloud spending projection to $750B through 2030, intensifying the AI infrastructure arms race
OpenAI raised its projected compute spending to $750 billion through 2030 and committed $20 billion to build Project Camellia in Georgia. The post Ope...
Jul 22open_in_new
OpenAI raises cloud spending projection to $750B through 2030
OpenAI raised its cloud and compute spending forecast to $750 billion through 2030, up from $600 billion, with a $20 billion data center project The p...
Jul 22open_in_new
Investors await Alphabet’s Q2 earnings to find out if AI spending is actually working
Alphabet reports Q2 2026 earnings July 22, with investors focused on $175-185B capex guidance and AI revenue growth from Gemini and Google Cloud. The ...
Jul 22open_in_new
Anthropic tests Managed Projects feature for Claude, signaling AI’s push into enterprise cloud workflows
Anthropic is testing a Managed Projects feature for Claude with dedicated cloud environments, intensifying the competition between centralized AI The ...
Jul 22open_in_new
CoreWeave CFO sells $6M in company shares, sparking investor analysis
CoreWeave CFO Nitin Agrawal sold $5.96M in shares after RSU vesting. Here's what the insider sale means for investors in the AI GPU cloud The post Cor...
Jul 22open_in_new
Alphabet Q2 earnings crucial for cloud growth amid AI investment surge
Alphabet's Q2 earnings report is crucial for cloud growth amid AI investments. Second-largest company by market cap on July 31 at 2.5% YES. The post A...
Jul 22open_in_new
China’s AI stock paradox: cracking down on speculation while accidentally fueling it
China's CSRC tightens rules on AI stock speculation after a 65% first-half surge, but insider selling and regulatory paradoxes cloud the outlook. The ...
Jul 21open_in_new
Alphabet boosts AI infrastructure spending to $190B for 2026 amid cloud growth
Alphabet increases AI infrastructure spending to $190B for 2026. Alphabet as second-largest company by market cap on July 31 at 4.5% YES. The post Alp...
Jul 21open_in_new
IREN reports strong demand for GPU cloud services, contracts exceed $15M per megawatt
IREN reports GPU cloud contracts exceeding $15M per megawatt as hyperscaler demand outstrips capacity, with AI revenue projected to surpass $3.7B The ...
Jul 21open_in_new
IREN Lands $2.8B in AI Contracts as Demand Pushes Target Above $4B
IREN has raised its year-end AI Cloud annualized revenue target to more than $4 billion after signing new multi-year contracts with major AI developer...
Jul 21open_in_new
Hut 8, IREN deals lift AI-focused Bitcoin mining stocks
Bitcoin miners rallied as investors cheered multi-billion-dollar AI infrastructure contracts, underscoring the sector’s accelerating shift toward data...
Jul 20open_in_new
IREN jumps 16% after raising AI cloud revenue target above $4B
The Bitcoin miner raised its year-end AI cloud revenue target to more than $4 billion after signing $2.8 billion in new contracts with AI developers.
Jul 20open_in_new
Amazon’s ROI expected to surpass Microsoft’s in AI cloud spending
Analysts expect AWS to deliver better ROI than Azure on AI spending. Here's what the cloud war means for investors and decentralized compute tokens. T...
Jul 20open_in_new
Together, Runpod, and Nebius are quietly eating AWS’s lunch as GPU supply crunch reshapes AI cloud market
Together AI, Runpod, and Nebius are capitalizing on AWS GPU supply shortages to attract AI startups with flexible pricing and scalable compute alterna...
Jul 18open_in_new
Alibaba Cloud launches Agent Native Cloud to scale enterprise AI agents
Alibaba Cloud launched Agent Native Cloud, introducing enterprise-grade capabilities including AgentTeams and Agentic Computer. The post Alibaba Cloud...
Jul 18open_in_new
Amazon Web Services customers receive erroneous bills up to $1.5T
AWS billing glitch showed customers invoices up to $1.5 trillion. Here's what happened, why crypto companies should care, and what it means for cloud ...
Jul 17open_in_new