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Amazon Web Services
192 posts
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Cerebras CS-4 targets AI inference bottleneck as $CBRS races toward 600 MW
Cerebras launches CS-4 with a 30x inference claim as 600 MW expansion, $25.4 billion of obligations and cloud margins put $CBRS execution in focus.
Cerebras Systems Q2 core revenue doubles to $210m as cloud business quadruples
Cerebras Systems doubled core Q2 revenue to $209.9m and raised 2026 guidance to $890m, yet a widened GAAP loss sent CBRS lower after the pre-earnings rally.
WPP shares surge after results, but Cindy Rose still has to solve the growth problem
WPP plc shares have held most of their post-results surge after second-quarter revenue trends improved sharply, but falling sales, £2.9 billion of net debt and intensifying AI competition mean stabilisation is only the first stage of Cindy Rose’s turnaround.
Laserfiche targets government cloud workloads with Enterprise Security and GovRAMP controls
Laserfiche has launched Enterprise Security with multi-region disaster recovery, near real-time repository replication and additional controls for government and regulated customers. The offering could reduce barriers to moving sensitive records and AI-enabled workflows into Laserfiche Cloud, but the platform remains on GovRAMP’s progressing pathway rather than holding GovRAMP Ready or Authorized status.
Halcyon launches File Resilience as ransomware defence shifts from recovery to stopping encryption
Halcyon’s File Resilience operates at the Windows kernel level to interrupt unauthorised file encryption, but enterprise adoption will depend on reliability, compatibility and proof that the technology can withstand production-scale attacks.
DXC Technology and ElevenLabs target production-scale voice AI for global enterprises
DXC and ElevenLabs target enterprise voice AI at scale, but bookings, revenue conversion and production deployments will determine the financial payoff.
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.
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.
Rubrik (NYSE: RBRK) commits ÂŁ375m to UK as cyber resilience and AI risks converge
Rubrik is making London its EMEA headquarters and committing ÂŁ375 million to the United Kingdom as enterprises confront ransomware, sovereign-cloud demands and autonomous AI agents.