Alphabet Earnings: Cloud Growth Under Scrutiny as AI Spending Soars
Alphabet earnings preview: Google Cloud revenue growth and AI spending impacts on margins are in focus as the tech giant faces market…
Alphabet earnings preview: Google Cloud revenue growth and AI spending impacts on margins are in focus as the tech giant faces market…
AI cloud provider GMI, backed by Nvidia, pursues a $635 million GPU-backed loan, highlighting the surging financing needs of the AI infrastructure…
Microsoft secures AI data center capacity in Finland through a deal with Pure DC, bolstering its European cloud infrastructure and signaling confidence…
Zuckerberg considers monetizing Meta's computing assets through third-party rentals, potentially disrupting the cloud market.
Meta Platforms eyes AI cloud opportunity as Zuckerberg discusses strategic diversification, potentially opening a new revenue stream against dominant cloud rivals, with…
Microsoft’s emissions climbed 25% in 2025 driven by a massive data center build-out, underscoring the environmental impact of AI expansion and raising…
Meta accelerates global expansion with first Canadian data center, reinforcing long-term growth in AI and cloud services.
Morgan Stanley's Lisa Shalett calls hyperscalers Amazon, Microsoft, Alphabet, and Meta 'downright cheap,' citing historically low valuations and robust earnings growth amid…
Meta's strategic cloud infrastructure expansion in India is set to escalate the ongoing rivalry between industrialists Mukesh Ambani and Gautam Adani, with…
Meta Platforms explores cloud computing venture to monetize artificial intelligence investments, intensifying competition with Amazon, Microsoft, and Google in the cloud market.
Meta stock climbs 9% on reports it will sell AI computing power, expanding into the lucrative cloud infrastructure market.
Meta unveils cloud business plan, intensifying competition with Amazon Web Services, Microsoft Azure, and Google Cloud in the enterprise cloud market.