Browsing Tag
Microsoft Azure
106 posts
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.
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.
HSBC turns to Google Cloud for AI expansion as banks race to automate compliance
Find out how HSBC’s Google Cloud AI partnership could reshape banking automation, wealth advice, compliance and #HSBA sentiment.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Parloa turns $350m Series D momentum into enterprise AI partnerships and global expansion push
Find out how Parloa is using its $350m Series D momentum to scale enterprise AI agents, partnerships, research and global expansion.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
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.
FIS wins Commonwealth Bank reconciliation mandate as bank infrastructure quietly moves to cloud-scale automation
FIS is near a 52-week low, yet Commonwealth Bank picked its Azure SaaS platform. Is boring bank plumbing the real fintech battleground?
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?