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AWS
89 posts
Corning (GLW) jumps as Amazon becomes the latest tech giant to lock in its AI data center fiber
Corning jumped ~9.5% as Amazon signed a multibillion-dollar US fiber optics deal, the third hyperscaler megadeal in 2026 after Meta and Nvidia, fueling its AI run.
June 8, 2026
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
May 14, 2026
India’s answer to Starcloud and SpaceX: Pixxel-Sarvam Pathfinder bets on sovereign compute in space
Ground data centres are hitting power, land, and water limits. Pixxel and Sarvam are betting India can leapfrog the bottleneck from orbit.
May 6, 2026
Why ASX retail investors are rethinking Gentrack (ASX: GTK) after the 30% guidance shock
Gentrack halved its FY26 EBITDA guidance and announced a buyback. The deeper story is Octopus Energy's Kraken platform reshaping global utilities software.
May 5, 2026
HCLTECH near 52-week low after Q4 miss — what the FY27 guidance is really telling the market
HCLTech Q4 FY26 results analysed: $620M AI revenue, margin compression, FY27 guidance and what HCLTECH's near 52-week low signals. Read more.
April 22, 2026
Is Hannover Messe 2026 still the key event for industrial transformation?
Find out why Hannover Messe 2026 remains a key event for industrial AI, energy, automation, and manufacturing strategy in Europe and beyond.
April 14, 2026
Infosys agrees to acquire Optimum Healthcare IT for $465m in its second-largest deal, targeting AI-led transformation of US provider market
Infosys to acquire Optimum Healthcare IT for $465M to lead AI-driven US health system transformation. Read the full strategic and market analysis.
March 26, 2026
Amazon robotics layoffs: What the Blue Jay cancellation and engineer cuts reveal about AMZN’s automation strategy
Amazon confirms 100+ robotics layoffs as its 30,000-person restructuring nears completion. What this means for AMZN's automation strategy and warehouse robot rivals. Read more.
March 5, 2026
Can Canvas LMS help reduce recidivism? Inside Instructure’s pivot to prison education
Find out how Instructure and Orijin are using Canvas LMS to expand secure education access across 300 U.S. correctional facilities.
February 5, 2026
Atropos Health promotes Kevin Smith to lead growth as demand surges for clinical decision AI
Atropos Health promotes Kevin Smith to Chief Growth Officer as it scales its AI platform for real-world clinical evidence. Find out what this move signals.
January 4, 2026