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AI & Cloud

41 articles in this category (Page 1 of 2)

TechnologyEarningsAI & Cloud

Alphabet Inc. (GOOGL): Cloud Backlog Surge Meets Overbought Technicals

Alphabet's massive $462B cloud backlog and AI momentum point to continued upside, though extreme overbought technicals suggest near-term volatility.

GOOGL
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AI NewsAI & CloudCloud Computing

AWS Launches Claude Platform: Native Anthropic API Access via AWS Accounts

AWS customers can now access Anthropic's native Claude Platform and APIs through existing AWS accounts, backed by a US$100 billion infrastructure commitment.

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AI NewsAI & CloudSustainable Cloud

Microsoft Reevaluates 100/100/0 Clean Energy Target Amid AI Expansion

Microsoft considers delaying its 2030 hourly clean energy goal as AI infrastructure drives a 168% increase in energy consumption.

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EarningsTechnologyAI & Cloud

Alphabet Inc. (GOOGL) 21-Day Outlook: Cloud Growth and AI CapEx Surge Offset Overbought Technicals

Stellar Q1 earnings and a 63% surge in Google Cloud revenue signal continued upside, though an overbought RSI warrants caution.

GOOGL
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EarningsTechnologyAI & Cloud

MSFT Financial Prediction: Post-Earnings Momentum and AI Expansion Drive 5-Day Outlook

Microsoft's recent Q3 FY26 earnings release and massive $18B AI infrastructure investment signal strong post-earnings momentum.

MSFT
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EarningsAI & CloudTechnical Analysis

Alphabet Inc. (GOOGL) 5-Day Outlook: Earnings Catalyst Meets Overbought Technicals

Alphabet faces a critical 5-day window as its Q1 earnings report and a massive $40B Anthropic investment clash with highly overbought technicals.

GOOGL
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AI NewsAI & CloudSustainable Cloud

Keppel Commences Construction of 25MW Floating Data Centre in Singapore

Keppel has begun building SGP 9, a 25MW floating data centre in Singapore designed to optimize land and water usage through seawater cooling.

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AI NewsAI & CloudBig Vendors

Amazon Expands Anthropic Partnership with $25 Billion AI Investment

Amazon expands its Anthropic partnership with a $25 billion investment and $100 billion AWS infrastructure commitment for Claude AI.

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AI NewsAI & CloudSustainable Cloud

Oracle Taps 2.8GW Fuel Cell Capacity to Tackle AI Power Constraints

Oracle and Bloom Energy partner to deploy 2.8 GW of fuel cell capacity as AI workloads drive unprecedented data centre energy demand.

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AI NewsAI & CloudFinOps & Budgets

Uber Expands AWS Custom Silicon for AI Training and Inference

Uber is scaling AI workloads using AWS Graviton and Trainium chips to optimize ride-hailing and delivery systems while managing rising cloud compute costs.

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EarningsTechnologyAI & Cloud

Alphabet Inc. (GOOGL): AI Monetization and Upcoming Earnings Drive 21-Day Bullish Outlook

Strong Google Cloud growth and Waymo expansion provide bullish momentum heading into Alphabet's April 29 earnings, despite lingering regulatory risks.

GOOGL
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AI NewsAI & CloudCybersecurity

AI-Driven Autonomy: Tanium Launches New Security Operations Tools at RSAC 2026

Tanium unveils AI-powered autonomous systems at RSAC 2026 as 50% of organizations now pilot autonomous endpoint management solutions.

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AI NewsAI & CloudForecasts & Trends

Google's $15B Data Centre Expansion in India: Scaling AI Infrastructure in Asia

Google is launching a massive US$15 billion, 1GW data centre hub in Andhra Pradesh to support AI workloads and regional data residency requirements across Asia.

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AI NewsAI & CloudFinOps & Budgets

Cloud Infrastructure Spending Surges to $500B as AI Scales in Production

Global cloud infrastructure spending reached $110.9 billion in Q4 2025, a 29% year-over-year increase driven by production AI workloads.

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AI NewsCloud CybersecurityAI & Cloud

Red Hat 2026 Report: Closing the Cloud-Native Security Execution Gap

Red Hat’s 2026 State of Cloud-Native Security Report reveals that 97% of organizations experienced security incidents last year, with 78% of failures attributed to infrastructure misconfigurations.

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AI NewsAI & CloudERP Systems

Oracle Launches Fusion Agentic Applications for ERP Workflow Automation

Oracle embeds Fusion Agentic Applications into its ERP suite to automate workflows like transaction reconciliation, targeting $225 billion in sales by 2030.

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AI NewsAI & CloudBig Vendors

NTT Data Centers to Reach 5GW Capacity with Multi-Billion Dollar Investment

NTT plans to expand its data center capacity to five gigawatts within five years to meet surging demand for AI and cloud infrastructure.

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AI NewsAI & CloudStrategy & Decision-Making

AWS Projects $600 Billion Revenue by 2036 Driven by Enterprise AI Infrastructure

Amazon CEO Andy Jassy projects AWS revenue to hit $600B by 2036 as enterprise demand shifts from storage to high-compute AI infrastructure.

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AI NewsAI & CloudHealthcare & Life Sciences

CVS Health Partners with Google Cloud for Health100 Consumer Platform

CVS Health is building Health100 on Google Cloud to unify data across 9,000 pharmacies and 1,000 clinics by 2026.

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AI NewsAI & CloudMarket Intelligence

Nvidia's $2B Nebius Investment Signals Rise of AI-Specialized Neoclouds

Nvidia has invested US$2 billion for an 8.3% stake in Nebius, a specialized AI cloud provider aiming for 5GW capacity by 2030 to meet soaring GPU demand.

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AI NewsAI & CloudForecasts & Trends

Powering the AI Boom: Data Centres Shift to Dedicated Gas Generation

Data centre power demand is projected to reach 1,000TWh by 2030, leading operators like Applied Digital to invest $2.4 billion in dedicated gas-fired generators.

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AI NewsAI & CloudCloud Computing

AI Infrastructure Spending Forecasted to Reach US$650 Billion by 2026

Major tech firms are projected to invest US$650 billion in AI infrastructure by 2026, shifting industry focus from software to physical hardware like photonics and GPU clusters.

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AI NewsAI & CloudEdge & Distributed Cloud

Samsung AI-RAN Demo Signals Telecom Cloud Shift at MWC 2026

Samsung demonstrated AI-native vRAN with NVIDIA Grace CPUs and L4 GPUs at MWC 2026, validating software-defined radio functions on shared cloud infrastructure.

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AI NewsAI & CloudFinance

Thomson Reuters and RBC Integrate Anthropic AI into Enterprise Cloud Orchestration

Thomson Reuters and RBC Wealth Management deploy Anthropic AI plug-ins to automate workflows across Gmail and Slack, signaling a shift toward cloud orchestration.

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