#cloud computing
articles
Anthropic Expands Claude Cowork to Mobile, Web and Cloud
Anthropic is bringing its Claude Cowork AI platform to browsers and iOS and Android for the first time, adding cloud pro...
Cloud Computing 101: The Framework Behind MarketScreener's 100-Stock Watchlist
A guide to the four core cloud service models—IaaS, PaaS, SaaS and serverless—and what MarketScreener's fundamental and ...
Tencent Q2 Revenue Tops Forecast; Adjusted Profit Rises 9% as AI Capex Sends Free Cash Flow Negative
Revenue hit RMB 204.8 billion, up 11%, and adjusted profit reached RMB 68.4 billion, but heavy AI infrastructure spendin...
IBM Strikes $240M Deal with $8.3B Startup Together AI for Massive Inference Infrastructure
The multi-year agreement will see IBM’s cloud host Nvidia-powered systems dedicated to running open-source AI models fro...
CoreWeave Tops Revenue Forecast on AI Cloud Surge, Posts Narrower Loss
CoreWeave beat second-quarter revenue estimates and reported a smaller-than-expected loss, driven by surging demand for ...
Demystifying Cloud Computing: IaaS, PaaS, SaaS and the Global Leaders
A primer on the essential cloud service models and the 100 companies that dominate the cloud industry, shaping how firms...
Why Cloud Computing Remains a Core Investment Theme as Digital Demands Intensify
As enterprises race to innovate faster and trim IT costs, cloud infrastructure has become the backbone of modern busines...
Atlassian Shares Jump 35% After Surprise GAAP Profit as Enterprise Cloud Deals Surge
Atlassian swung from a loss to $139 million in quarterly profit, defying AI-driven SaaS sell-off fears. Cloud revenue gr...
SAP’s Cloud Bookings Hit Record in Q2 as Recurring Model Drives Margins, Analysts Flag Stock Upside
SAP’s Q2 2026 cloud backlog jumped 27% to €22.9bn, and recurring revenue now exceeds 85% of total sales, fuelling margin...
US Hyperscalers Set to Top $700 Billion in AI Infrastructure Spending for 2026
Amazon, Microsoft, Google, Meta and Oracle are on track to nearly double their data centre investments, reshaping energy...
DeepSeek Flags ‘Significant’ API Price Hike, Ending Era of Dirt-Cheap AI Access
Chinese AI startup DeepSeek warns of a ‘significant’ API price increase after disrupting the market with cheap models, a...
SAP's CEO Says AI Race Leaves No Time to Wait: 'They All Want to Beat Us'
Christian Klein says SAP must prove it can deliver AI that understands business processes — or risk losing to faster US ...
Amazon Crosses $3 Trillion Market Value, Fifth Company to Reach the Milestone
Amazon joined Nvidia, Alphabet, Microsoft and Apple in the $3 trillion club after its fastest AWS revenue growth since 2...
AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In
Alphabet and Amazon posted negative free cash flow as AI infrastructure spending surged, yet double-digit cloud growth h...
Amazon Crushes Q2 Estimates, Raises AI Capex to $220 Billion as AWS Surges
EPS of $5.75 vs. $1.82 expected and AWS growth of 37% powered a blockbuster quarter. CEO Andy Jassy says even $220 billi...
Big Tech's AI infrastructure spending surges past $1 trillion, cash flow hits decade low
Combined capex by Google, Amazon, Microsoft and Meta has reached $1.1 trillion since 2023, with $745 billion planned thi...
Microsoft Books $450 Billion Single-Day Gain as Azure AI Bets Pay Off
Microsoft added nearly $450 billion in market value in one session — the largest single-day jump in stock market history...
Amazon Raises AI Capex by $20 Billion as Chip Costs Surge, AWS Demand Exceeds Forecasts
Amazon Q2 profit surged to $62.65 billion and revenue rose 20%, but soaring memory chip prices pushed annual capex guida...
Amazon Jumps 9% After Hours on Strong Q2, AWS Growth; Capex Raised to $220bn
Amazon shares surged after Q2 revenue topped estimates and AWS growth accelerated to 37%. But free cash flow turned nega...
Amazon Beats Expectations as AI-Fueled AWS Growth Reaches 18-Quarter High
AWS revenue surged 37% to $42.2bn, lifting Amazon’s overall sales to $200.6bn. Strong AI demand and Anthropic stake boos...
Amazon Q2 Revenue Soars 20% on AI and Cloud; Capex Raised to $220 Billion
Amazon beat second-quarter expectations with a 20% revenue surge to over $200 billion, powered by AWS growth of 37% and ...
Microsoft Shares Surge 15% on $90 Billion Quarter as AI Copilot Hits 30 Million Users
Quarterly revenue of $90 billion, surging Azure cloud adoption and a leap in Copilot subscriptions triggered a double-di...
Amazon’s AI Bet Delivers a Blowout Q2 as AWS Growth Hits 18-Quarter High
Amazon’s Q2 net sales reached $200.6bn, operating income surged 43%, and AWS grew 37%—its fastest pace since 2021. The s...
AWS Smashes Q2 Estimates as AI Demand Fuels 37% Revenue Surge
Amazon shares jump 6% after hours as cloud unit’s blowout quarter signals AI investments are beginning to pay off, easin...
Meta Reveals $279 Billion in Future Data Center Leases as AI Buildout Accelerates
Meta disclosed $278.99 billion in new lease obligations for AI data centers, a 53% jump from last quarter, signalling an...
Microsoft’s Azure Surges 43%, AI Capex Discipline Sends Stock Soaring
Microsoft’s cloud platform Azure posted its strongest growth in four years, while CFO Amy Hood signalled a more measured...
Meta Free Cash Flow Nears Zero as AI Capex Hits $31.1 Billion; Zuckerberg Teases Cloud Business
Meta's capital spending nearly doubled to $31.1B, eating almost all operating cash and leaving free cash flow at $784M. ...
Microsoft’s Cloud Boom Eases AI Fears While Meta’s Cash Plunge Rattles Investors
Meta’s free cash flow sank 91% as it pledges up to $145bn in AI capex, triggering a 7% after-hours share drop. Microsoft...
Microsoft beats expectations with 31% profit jump on cloud and AI boom
The tech giant closed its fiscal 2025/2026 in style, with revenues up 18% to $90 billion in the fourth quarter and net p...
Travelers Hunts for Senior Engineer to Cement Cloud-Native Insurance Stack
A detailed job listing reveals Travelers' push to embed cloud, infrastructure-as-code, and AI-assisted coding into its p...