cloud computing
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Nebius and CoreWeave Face Volatility as Hyperscaler Competition Looms
AI cloud providers Nebius and CoreWeave face market volatility as Meta’s cloud ambitions threaten their role as primary infrastructure suppliers.
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Meta to Enter Cloud Market by Selling Excess AI Compute Power
Meta is reportedly launching a cloud business to sell excess AI computing power, aiming to diversify revenue and challenge industry giants like AWS and Azure.
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Google Struggles to Meet AI Demand as Inference Capacity Hits Bottleneck
Google is struggling to meet record-breaking demand for Gemini inference capacity, forcing the tech giant to limit supply to key customers like Meta.
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Cloud Infrastructure Faces Regulatory and Economic Crosswinds
The European Commission moves to designate AWS and Azure as gatekeepers under the DMA, while enterprises scramble to balance AI investments with cloud costs.
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Oracle’s Valuation Paradox: Massive AI Backlog vs. Near-Term Capital Expenditure Pressures
Despite a significant market discount and a $500 billion backlog, Oracle faces investor skepticism over the $80 billion required to fund its AI data center expansion.
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Google Enhances Gemini Security, Launches TPU 8 Chips
Google addressed a critical RCE flaw in Gemini CLI and unveiled TPU 8t and TPU 8i chips to support the next generation of autonomous AI systems.
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Microsoft Valuation Faces Reality Check Amid AI Spending Surge
Microsoft faces investor scrutiny as elevated AI infrastructure spending tests market patience, impacting tech sector sentiment and global innovation outlooks.
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Cloudflare bolsters AI agent platform amid market headwinds
Cloudflare enhances its Agent Cloud with new features for AI developers, aiming to scale agentic web applications despite recent stock declines.
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CoreWeave Stock Climbs Amid Massive Meta and Anthropic Deals
CoreWeave stock rose 11% following a strategic agreement with Anthropic and a $21 billion commitment from Meta, highlighting the scramble for AI compute.
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CoreWeave Stock Surge: Infrastructure Demand Amid Market Volatility
CoreWeave shares are climbing as the specialized cloud provider benefits from surging AI infrastructure demand, even as broader markets grapple with geopolitical uncertainty.
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Cloud Hub Strike Signals New Era of Physical Infrastructure Risk
The April 2 strike on a major cloud hub in Bahrain marks a shift in regional conflict, moving digital infrastructure from the cyber to the physical battlefield.
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Amazon AWS Bahrain Region Disrupted by Drone Activity Amid Conflict
Amazon Web Services’ Bahrain region has been disrupted due to ongoing conflict and drone activity, impacting cloud operations and customer services.
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Nebius Stock Surges on $2 Billion Nvidia Investment
Nvidia’s $2 billion investment in Nebius supports large-scale AI infrastructure projects and follows Nebius’ strong 547% revenue growth in Q4.
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OpenClaw Security Crisis: Vercel Steps In to Tame AI Agents
Vercel introduces an agent cloud platform using micro-VM isolation to protect users from security and cost risks posed by OpenClaw’s autonomous AI agents.
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Amazon Dethrones Walmart as Fortune 500’s Top Revenue Earner
Amazon.com has surpassed Walmart Inc. in revenue for 2025, claiming the top spot on the Fortune 500 list and ending Walmart’s 13-year reign.