Cloud Computing

Cloud Computing News

On-demand computing infrastructure delivered over the internet.

What is Cloud Computing?

Cloud computing is dominated by three hyperscalers: Amazon AWS (~30% global share), Microsoft Azure (~25%), and Google Cloud (~12%). Plus specialty (Oracle Cloud, IBM Cloud, Alibaba Cloud, Tencent Cloud). Services span IaaS (raw compute/storage), PaaS (platforms), and SaaS (applications). Generative AI has driven a massive new wave of cloud spending on GPU capacity.

Why it matters for investors

Cloud is among the largest sources of profit growth at Microsoft, Amazon, and Alphabet — collectively a multi-trillion-dollar business. Enterprise IT migration to cloud is a multi-decade trend with significant runway. AI workloads are now the fastest-growing segment.

Frequently asked questions

Are cloud margins sustainable?

AWS operates at ~30% margins, Azure similar. Generally durable due to scale advantages and switching costs. AI workloads have lower margins initially but expected to improve.

Who wins the AI cloud war?

Currently Microsoft (OpenAI partnership), Amazon (Anthropic, Bedrock), Google (Gemini, TPUs). Outcome depends on which model ecosystems gain enterprise adoption.

🇺🇸 United States

AirJoule Technologies (AIRJ) Acquires BitSink to Enter AI Data Center Infrastructure

AirJoule Technologies (AIRJ) is expanding into AI data center infrastructure through the acquisition of BitSink

Sep 15, 2026

🇺🇸 United States

Cybersecurity Stocks OKTA, CRWD, PANW Surge as AI Safety Concerns Drive Security Spend

Cybersecurity stocks OKTA, CRWD, and PANW surged as AI safety concerns boosted enterprise security spending

Sep 14, 2026

🇺🇸 United States

Dell Hits All-Time High as Enterprise AI Server Demand Validates Hardware Thesis

Dell Technologies (DELL) stock reached a new all-time high driven by robust enterprise demand for AI-optimized server infrastructure

Sep 14, 2026

🇯🇵 Japan

Azbil Gold-Sponsors Data Centre World Asia 2026 as AI-Driven DC Buildout Accelerates

Azbil Corporation (TSE: 6845) is showcasing building automation and environmental control solutions as a Gold Sponsor at Data Centre World Asia 2026

Sep 14, 2026

🇺🇸 United States

Oracle Down 50% Despite Revenue Surge — Is AI Capex the Culprit?

Oracle shares are down 50% over the past year despite posting strong revenue growth and a substantial backlog of cloud orders.

Sep 14, 2026

🇩🇪 Germany

AMD's Halo AI Workstation Targets On-Premise Inference Market, Near-Term Revenue Limited

Advanced Micro Devices is targeting the on-premise AI inference market with its Halo Station workstation product line

Sep 13, 2026

🇩🇪 Germany

Morgan Stanley Revises Oracle Price Target, Signaling Updated AI Cloud Outlook for ORCL

Morgan Stanley revised its price target for Oracle (ORCL), signaling a reassessment of the company's cloud and AI growth trajectory.

Sep 13, 2026

🇬🇧 United Kingdom

Larry Ellison Cancels $7.5 Billion Oracle Share Sale One Day After Filing, Sending Founder Confidence Signal

Oracle founder Larry Ellison reversed his plan to sell up to 50 million shares worth $7.5 billion within 24 hours of the SEC filing.

Sep 13, 2026

🇰🇷 South Korea

Hanwha Ocean Unveils 60MW Floating Data Center at Gastech 2026, Targeting AI Infrastructure Demand

Hanwha Ocean debuted its 60MW seawater-cooled floating data center at Gastech 2026 in Bangkok, targeting AI infrastructure demand and positioning the shipbuilder in a high-margin new technology market.

Sep 13, 2026

🇬🇧 United Kingdom

Larry Ellison Plans $7.5 Billion Oracle Stock Sale as AI Overcommitment Fears Weigh on Investors

Oracle founder Larry Ellison plans to sell up to 50 million shares worth approximately $7.5 billion via open-market transactions

Sep 12, 2026

🇦🇺 Australia

Pro Medicus Radiology AI in Focus as Investors Value Australia's US Hospital Software Expansion

Pro Medicus (ASX:PME) draws investor valuation attention in 2026 as its AI-powered Visage radiology software continues expanding into the US hospital contract market.

Sep 12, 2026

🇨🇳 China

Chengdu Proposes AI Token Vouchers With 50% Subsidy and 100M RMB Annual Cap

Chengdu's proposed token voucher scheme subsidizes up to 50% of AI model API costs for enterprises, with a 100M RMB annual city-wide cap and 2M RMB per-entity ceiling.

Sep 12, 2026

🇺🇸 United States

Bandwidth Insider Sells $151K Stake Under 10b5-1 as BAND Surges 239%

Controller Devin Krupka sold 3,074 BAND shares at $48.97 under a pre-arranged 10b5-1 plan while retaining ~$607K in direct holdings.

Sep 12, 2026

🇮🇳 India

Oracle AI Cloud Demand Drives Stock Rally; India Infrastructure Buildout in Focus

Oracle shares rallied after beating quarterly revenue and earnings estimates on strong AI cloud infrastructure demand

Sep 12, 2026

🇯🇵 Japan

Sakura Internet Breach Went Undetected for Over Three Years, New Investigation Reveals

Sakura Internet's third incident update confirms unauthorized access may have begun more than three years ago

Sep 12, 2026

🇨🇳 China

Oracle Q1 2027 Revenue Surges 30% to $19.3B as Cloud Infrastructure Grows 121%, AI Contracts Top $30B

Oracle Q1 2027 revenue hit $19.3B, up 30% YoY, the highest in company history

Sep 11, 2026

India

ESDS Software Drops 8% After Skyrocketing 235% From IPO Price in Four Days

ESDS Software Solutions shares fell up to 8% on profit-taking after an extraordinary 235% surge from its IPO price in just four trading sessions.

Sep 11, 2026

🇮🇳 India

ESDS Software Surges 235% in 4 Sessions as AI Infrastructure Demand Grips India

ESDS Software Solutions surged 235% across four trading sessions following its IPO, reflecting intense investor enthusiasm for India's expanding data-centre and AI infrastructure landscape.

Sep 10, 2026

🇦🇺 Australia

Megaport Shares Up 10% to A$18 With Analyst Eyeing A$25 Target

Megaport shares surged 10% in a single week to A$18, extending a strong run for the cloud networking specialist.

Sep 10, 2026

🇺🇸 United States

Amazon Launches First-Ever GBP Bond Issuance as Hyperscalers Tap Pound Markets to Fund AI Infrastructure

Amazon is launching its first sterling-denominated bond issuance, a novel move to diversify AI infrastructure funding across international credit markets as US hyperscalers expand beyond dollar debt.

Sep 10, 2026

🇯🇵 Japan

Hitachi Power Distribution Orders Double on AI Datacenter Surge; Executive Says Demand Was Underestimated

Hitachi's power distribution division is receiving double the orders year-over-year, entirely driven by AI datacenter infrastructure buildout

Sep 9, 2026

🌐 Global

Qualcomm Jumps 9.5% as Amazon AI Deal and 25-Million Share Warrant Signal Major Partnership

Qualcomm stock surged 9.5% after an Amazon AI partnership including a 25-million share warrant, signaling Qualcomm's entry as a major hyperscaler AI compute provider against Nvidia.

Sep 8, 2026

🇺🇸 United States

Microsoft Approaches All-Time High; Free Cash Flow Is the Make-or-Break Metric

Microsoft is trading within reach of a new all-time high after a strong 2026 recovery.

Sep 8, 2026

🇨🇳 China

OpenAI Claims 80% AGI Completion by 2026; AI Agents Found Self-Organizing on German Wiki

OpenAI executives claim 80% AGI completion, targeting an internal AGI system by late 2026.

Sep 6, 2026

🇺🇸 United States

Snowflake Stock Up 67% in 2026 But Lofty Valuation Clouds Near-Term Upside

Snowflake shares have surged 67% year-to-date in 2026, outpacing most enterprise software peers

Sep 6, 2026

🇺🇸 United States

Amazon and Alphabet Accelerate on AI Cloud While Analyst Exits Microsoft Position

Amazon and Alphabet are seeing rapidly accelerating cloud growth rates in 2026, driven by expanding AI workload demand

Sep 6, 2026

🇨🇦 Canada

Multi-Model AI Platforms Are Reshaping How Enterprise Companies Procure and Deploy Artificial Intelligence

Multi-model AI platforms are changing how enterprises procure AI, routing across different providers and threatening OpenAI's dominant market share while benefiting Salesforce and ServiceNow.

Sep 6, 2026

🇨🇳 China

Tencent's WorkBuddy Positions Itself in China's Agent AI Ecosystem with 100 Enterprise Partners — But Retention Is the Real Test

Tencent's WorkBuddy enterprise AI agent platform signs 100 partners, leveraging WeChat Work distribution to compete with Alibaba Cloud and Baidu in China's agentic AI market.

Sep 6, 2026

🇺🇸 United States

After a 17% Surge, Snowflake Stock Remains a Compelling Buy as Revenue Growth Accelerates

Snowflake shares surged 17% on accelerating revenue growth, suggesting enterprise AI workloads are driving durable demand for cloud data platform services.

Sep 6, 2026

🇯🇵 Japan

Alibaba, Huawei, and DeepSeek Race to Build AI Data Centers in Inner Mongolia's Low-Cost Power Zone

China's Inner Mongolia region has emerged as a major AI data center cluster hosting Alibaba, Huawei, and DeepSeek

Sep 6, 2026