Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "cloud computing", collected in one continuously updated archive.
Samsung SDS stock surged after KKR agreed to invest $820 million via convertible bonds, forming a strategic partnership focused on AI expansion.
Allbirds shares skyrocketed after the struggling footwear brand announced a pivot to AI infrastructure, signaling a dramatic shift in its business model.
Oracle stock rises after expanding its Bloom Energy deal to power AI data centers.
Amazon reported AI-related cloud revenue above $15 billion and said its chip business now exceeds $20 billion annually. The update highlights growing momentum in its infrastructure strategy.
Sakura Internet shares jump over 20% after Microsoft announces AI infrastructure expansion in Japan.
Oracle shares rise as the company cuts jobs and shifts spending toward AI infrastructure and cloud expansion.
Alibaba reports a 66% profit drop as AI and cloud investments weigh on earnings despite strong demand.
Major tech firms pledge to pay for data center power infrastructure so U.S. households will not bear the cost.
AWS reports its fastest quarterly growth in more than three years, driven by enterprise cloud migration and rising AI demand.
Alphabet shares slip after strong Q4 earnings as investors focus on rising AI-related capital spending.
Microsoft shares plunged as much as 12% in a single session after earnings revealed soaring AI infrastructure costs and heavy reliance on OpenAI-linked cloud contracts. The drop marked one of the company’s sharpest declines since 2020.
Nvidia invests $2 billion in CoreWeave, reinforcing its push into AI-focused cloud infrastructure.
Microsoft unveils a new AI chip designed to reduce reliance on Nvidia as demand for AI computing continues to grow.
OpenAI says annualized revenue surpasses $20 billion in 2025 as compute expansion and monetization drive record user activity.
Alphabet reached a $4 trillion valuation as investors bet on AI-driven growth across search, cloud, and enterprise services.