Browsing Tag
AWS
92 posts
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Amazon’s Anthropic risk test puts AWS, Trainium and frontier AI governance in focus
Find out how Amazon’s Anthropic exposure could reshape AWS, Trainium, AI governance and AMZN investor sentiment after the Fable shutdown.
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.
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.
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.
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.
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.
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.
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.