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Amazon Web Services
152 posts
Newforma pushes AI and open ecosystem strategy as AECO firms rethink project delivery software
AECO firms want AI without workflow disruption. Newforma’s Vojo and open ecosystem strategy test whether modernization can stay flexible.
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
IBM, AWS, and Microsoft face $195bn sovereign cloud rules built to cut them out
Sovereign cloud is a $195bn market in 2026 and governments are writing procurement rules that hyperscalers were not built to meet. Who wins and who adapts?
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.
Why Cerebras’ IPO filing looks less like a chip listing and more like an AI infrastructure wager
Cerebras has filed for an IPO after a massive OpenAI deal. Read why the filing matters for AI chips, inference economics, and public market appetite.
Nida Khan in TCS Nashik case: Designation disputed, pregnancy cited for bail, police deploy four teams in ongoing manhunt
TCS says Nida Khan was a process associate not HR manager as police seek her arrest in Nashik case and her advocate confirms anticipatory bail citing pregnancy.
Can Kyndryl (NYSE: KD) rebuild trust before its next earnings catalyst?
Kyndryl (NYSE: KD) faces a crucial earnings catalyst. Read what the selloff, AI push, and control issues mean for investors now.
CoreWeave lands Anthropic after Meta expansion, and suddenly the AI cloud race looks tighter
CoreWeave has signed Anthropic to a multi-year AI cloud deal. Read why the agreement matters for CRWV, competitors, debt risk, and AI infrastructure strategy.