Browsing Tag
Amazon Web Services
175 posts
GitLab 19.2 shifts enterprise AI competition from code generation to governance
GitLab is extending artificial intelligence from code generation into remediation, security review and workflow automation, but enterprise adoption will depend on reliability, governance and developer trust.
July 17, 2026
Britain puts Microsoft, Google, AWS and Oracle under direct financial cloud oversight
Britain will directly supervise four major cloud providers used by banks and insurers, turning technology concentration into a formal financial-stability issue.
July 12, 2026
Rubrik (NYSE: RBRK) commits £375m to UK as cyber resilience and AI risks converge
Rubrik is making London its EMEA headquarters and committing £375 million to the United Kingdom as enterprises confront ransomware, sovereign-cloud demands and autonomous AI agents.
July 12, 2026
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
July 10, 2026
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
July 5, 2026
Meta challenges AWS, Azure, and Google Cloud with new AI infrastructure business
Meta Platforms is developing a cloud business to sell excess AI computing power, challenging AWS, Azure, and Google Cloud.
July 2, 2026
TwelveLabs rakes in $100m as video AI moves toward enterprise intelligence
TwelveLabs has raised $100 million to expand its video-native artificial intelligence platform, deepen its Amazon Web Services alliance and move from video search models into enterprise applications.
July 2, 2026
Amazon.com gains 2.5% as AWS hikes AI GPU prices 20% for July 1, signaling hyperscaler pricing power
Amazon (NASDAQ: AMZN) gains 2.5 percent to $232.69 as AWS raises AI GPU Capacity Block prices nearly 20 percent for July 1, signaling hyperscaler pricing power.
June 29, 2026
Amazon adds $13bn to India AI and cloud investment as AWS capacity race accelerates
Amazon adds $13 billion to its India AI and cloud expansion, raising planned investment to $48 billion. Discover what the AWS push means for the market.
June 28, 2026
BlackBerry (BB) surges 21% on Q1 FY27 beat as QNX and Secure Communications both hit Rule of 40
BlackBerry Limited NYSE BB surges 21 percent on Q1 FY27 beat with $152.9M revenue, 144 percent EBITDA growth and Rule of 40 in QNX and Secure Comms.
June 26, 2026