Browsing Tag
Cloud Infrastructure
30 posts
Can Micron become the third pillar in the global AI memory race after SK Hynix and Samsung?
Micron is investing $9.6B to build HBM chips in Japan. Can it rival SK Hynix and Samsung to reshape the global AI memory market? Read the full analysis.
Cloud wars 2.0: Google withdraws complaint as EU targets Microsoft Azure and AWS under DMA
Google Cloud drops its EU antitrust case against Microsoft as DMA probe heats up. Find out why regulators may now drive deeper cloud market reforms.
Can Alphabet sustain the momentum as it nears $4tn market cap?
Alphabet nears a $4 trillion valuation as AI and cloud strategy reshape its business model. Discover what’s powering this tech stock’s record run.
Amazon Web Services quietly expands to 900+ global data centers amid AI boom
Amazon Web Services operates more than 900 global data centers—here’s how that fuels its AI strategy and what it means for competitors and investors.
Palo Alto Networks (NASDAQ: PANW) Q1 FY2026: Did platformization finally deliver on ARR promises?
Palo Alto Networks posts strong Q1 FY2026 earnings with 29% ARR growth and new Chronosphere acquisition. Find out how its AI-era strategy is unfolding.
CoreWeave introduces zero-egress migration amid rising demand for multi-cloud AI performance
Find out how CoreWeave’s zero-egress migration programme is reshaping multi-cloud AI infrastructure and cutting migration fees for big data moves!
Can OpenAI’s AWS pivot reshape the hyperscaler balance of power in AI infrastructure?
OpenAI’s $38 billion deal with Amazon Web Services signals a strategic shift in AI cloud dominance. Explore what this pivot means for Microsoft Azure, hyperscaler rivalry, and infrastructure at scale.
Goodman Group (ASX: GMG) expands A$17.5bn data centre pipeline as logistics demand consolidates
Goodman Group (ASX: GMG) targets AUD 17.5B in data centre development as it pivots toward digital infrastructure leadership. See what it means for investors.
Axon to acquire Carbyne for $625m to revolutionize next-gen 911 with cloud and AI integration
Find out how Axon’s $625 million acquisition of Carbyne aims to reinvent 911 through cloud-powered AI integration and connected emergency response.
From ChatGPT to agentic AI: AWS to host OpenAI’s expanding workloads in $38bn deal
Amazon Web Services lands a multi-year $38B deal to host OpenAI's expanding AI workloads, reshaping cloud infrastructure dynamics. Learn how it impacts hyperscaler competition.