Browsing Tag
Google Cloud
196 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.
Accenture Edge targets $240bn mid-market AI opportunity with Google Cloud
Accenture Edge and Google Cloud are launching preconfigured agentic artificial intelligence solutions for mid-market companies, creating a new growth channel for Accenture while expanding Google Cloud’s reach beyond the world’s largest enterprises.
Cognizant (CTSH) bets on agentic AI reset with expanded Google Cloud partnership
Cognizant expands Google Cloud partnership, targets 200,000 Gemini Enterprise users as CTSH trades near 52-week low. Read the full executive analysis.
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.
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.
FactSet reports Q3 revenue growth as financial AI workflows gain traction
FactSet’s Q3 results show 7.1% organic ASV growth and rising AI adoption, sharpening the FDS stock story despite margin pressure.
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.
STT Tata Delhi data centre fire exposes recovery gaps after Google Cloud disruption
A fire at the STT-Tata Delhi data centre has disrupted Google Cloud and raised fears of long-term data loss. Read what it means for resilience across India.
Can Lynne Fitzpatrick protect CME Group’s dominance as trading moves around the clock?
Lynne Fitzpatrick will become CME Group’s first female chief executive officer as the derivatives exchange confronts competition from cryptocurrency platforms, prediction markets and round-the-clock trading.
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.