Browsing Tag
Amazon Web Services
192 posts
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.
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.
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.
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.
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.
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.
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.
Corning (NYSE: GLW) optical re-rating intensifies as Amazon, Nvidia and Meta lock in AI infrastructure capacity
Corning Incorporated (NYSE: GLW) surges to record above $218 as Amazon AI fiber deal joins Nvidia and Meta partnerships to anchor optical re-rating. Read more.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Databricks targets $175bn valuation as private funding delays its IPO test
Databricks is reportedly preparing another private funding round at a valuation of up to $175 billion, giving the enterprise AI company more capital and strategic freedom while postponing the harder valuation test of a public listing.