Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "cloud computing", collected in one continuously updated archive.
Snowflake shares surged 35% after strong earnings and a $6 billion computing agreement with Amazon.
Nebius shares rose 10% after Situational Awareness disclosed a 5.6% stake in a new 13F filing.
ClickHouse tripled its annual recurring revenue to $250 million over the past year as the database company prepares for a potential IPO in the coming years.
Anthropic signed a nearly $45 billion agreement with SpaceX for AI computing infrastructure supporting Claude models.
Nvidia reported $81.6 billion in first-quarter 2026 revenue as AI infrastructure demand remained exceptionally strong.
Google and Blackstone launched a new U.S.-based AI infrastructure company built around Google’s TPU chips, aiming to compete with Nvidia and cloud computing firms like CoreWeave.
Cisco plans to cut 4,000 jobs as part of an AI-driven business transformation after reporting stronger-than-expected earnings and raising its outlook.
Alibaba’s profit dropped 84% as the company increased spending on AI infrastructure and quick-commerce expansion.
Google is reportedly in talks with SpaceX about launching orbital data centers as tech companies explore new ways to expand AI computing infrastructure.
Alphabet plans its first yen bond issuance to help finance rising AI infrastructure and cloud computing investments.
Wall Street analysts are increasingly optimistic that Amazon could eventually reach a $3 trillion market value as growth in AWS and logistics continues accelerating.
Alphabet is rapidly narrowing the gap with Nvidia as both companies approach a combined market value above $10 trillion amid the ongoing AI boom.
Akamai shares jumped 20% after the company reported strong quarterly earnings and announced a $1.8 billion AI infrastructure agreement.
Microsoft will lose exclusive rights to OpenAI models, allowing broader distribution as the partnership evolves and revenue-sharing terms change.
Nvidia and Google announced a major partnership to develop AI infrastructure, combining hardware and software to advance ‘physical’ and agentic AI systems.