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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 โ€” 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.

๐Ÿ‡บ๐Ÿ‡ธ United States

SailPoint (SAIL) Targets Entro Acquisition to Extend Identity Governance Platform Into Non-Human Identity Security

SailPoint (SAIL) targets Entro acquisition to extend its identity governance platform into non-human identity management, the fastest-growing attack surface in enterprise cybersecurity

Jun 16, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

AI and Global Connectivity Redefine Investor Playbook as Technology Restructures Every Major Sector

AI and global connectivity are identified as primary drivers of investor prosperity in an era of rapid technological change that restructures competitive dynamics across every major sector

Jun 15, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Amazon Publishes AI Data Center Water Consumption Data Amid Growing Sustainability Scrutiny

Amazon has published detailed water consumption data for its AI data centers for the first time, reigniting the sustainability debate

Jun 15, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India Solar Demand to Surge at 22% CAGR Through FY35, Driven by Data Center Boom and Electrification

India's solar power demand is projected to surge at a 22% CAGR through FY35, fueled by a massive data center construction boom

Jun 15, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Oracle's 0B Capital Raise Spooks Investors Despite Strong Earnings

Oracle's (ORCL) stock has been falling despite strong earnings as investors focus on the anxiety-inducing implications of a planned 0 billion debt-and-equity raise to fund aggressive AI cloud infrastructure expansion.

Jun 15, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China AI Shifts From Model Race to Enterprise Value Delivery, JPMorgan Says

JPMorgan's Alex Yao says China AI is consolidating from the hundred-model race to enterprise monetisation, with measurable business value now the dominant investment criterion.

Jun 14, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Alphabet Stock Up Nearly 100% in a Year โ€” Analysts Debate Whether the AI-Fuelled Rally Has Further to Run

Alphabet gains nearly 100% in one year on AI and advertising strength; analysts debate whether stock is still a buy

Jun 14, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

AI Networking Stocks Emerge as Central Investment Theme in Data Center Buildout Wave

AI networking has become a core investment theme as data center bandwidth demands surge for model training workloads

Jun 14, 2026

๐Ÿ‡ฆ๐Ÿ‡บ Australia

Data Centres Pledge to Fund Not Derail Australia Renewables Shift as Power Demand Surges

Australian data centres argue tech giant capital will fund renewables, not undermine clean energy targets

Jun 14, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Vertiv (VRT) Completes ThermoKey Acquisition, Strengthens European AI Data Center Cooling Position

Vertiv completed its ThermoKey S.p.A. acquisition, adding European precision cooling capabilities for AI data centers. The close enables cross-selling against Schneider Electric's EcoStruxure platform.

Jun 13, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Vertiv (VRT) Expands Data Center Thermal Management with ThermoKey Acquisition โ€” AI Rack Density Drives Demand

Vertiv Holdings acquires Italian thermal management specialist ThermoKey, strengthening its European precision cooling position as AI data center rack power density creates a generational upgrade cycle.

Jun 13, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Siemens Energy CEO Warns Germany Risks Data Center Lag as AI Infrastructure Race Accelerates

Siemens Energy CEO Christian Bruch warns Germany risks data center infrastructure lag while his company benefits internationally from AI power demand โ€” highlighting Germany's policy-constrained build-out.

Jun 13, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Sterlite Tech and HFCL Rebound 5% as India Data Center Boom Sustains Optical Fiber Demand

Shares of HFCL and Sterlite Technologies surged up to 5%, recovering from a two-day decline, on renewed tech sector confidence

Jun 13, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Super Micro Computer Stock Falls on Share Dilution Despite Booming AI Server Demand

Super Micro Computer stock is crashing as the company sells new shares to fund its AI server growth ambitions, diluting existing holders

Jun 13, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Adobe Q2 EPS $5.96 on $6.62B Revenue Beats Estimates; Freemium Pivot Triggers 6% Stock Crash

Adobe reported Q2 adjusted EPS of $5.96 on revenue of $6.62 billion, beating expectations with raised full-year guidance.

Jun 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Oracle Falls 13% as $16.5B Q4 Capex Surge Deepens $23.7B Cash Flow Deficit Despite Earnings Beat

Oracle shares plunged 12-13% to $175.3 as Q4 capital expenditure of $16.5 billion significantly exceeded analyst estimates, raising profitability concerns.

Jun 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Oracle Plunges 13% as $16.5B Q4 Capex Surge Spooks Investors Despite Strong Earnings

Oracle shares plunged over 13% despite reporting strong Q4 earnings, as investors reacted negatively to accelerating capital expenditure and AI infrastructure spending plans.

Jun 12, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Dow Rises Despite Trump Iran Threats as Oracle Plunges on Earnings Signalling AI Expectations Gap

The Dow Jones Industrial Average rose on Thursday despite fresh Trump threats on Iran, while Oracle stock plunged following its earnings release.

Jun 12, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Should You Buy Alphabet GOOGL Down 10% From Highs After Results Beat Amid AI Search Competition

Alphabet stock (GOOGL) has pulled back approximately 10% from its all-time highs, prompting analysis of whether the decline represents a buying opportunity.

Jun 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Oracle Falls 10% in After-Hours Despite Earnings Beat โ€” AI Spending Surge and Rising Debt Spook Investors

Oracle shares fell ~10% in extended trading despite reporting earnings above analyst estimates for the quarter.

Jun 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Oracle Tanks 10% After Hours Despite Beat as $40B Financing Plan Doubles Earlier Target

Oracle shares fell 10% after hours despite posting an earnings beat for the latest quarter.

Jun 11, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Fermi (FRMI) Shares Surge on Positive Data Centre Expansion Announcement

Fermi (FRMI) shares surged on positive data centre news validating its AI infrastructure positioning.

Jun 11, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Calix (CALX) Shares Rise 3% Following Positive Analyst Commentary on Broadband Platform

Calix (CALX) rose 3% on positive analyst feedback validating its community broadband platform strategy.

Jun 11, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Delhi Data Centre Fire Disrupts Google Cloud Services Across India as Emergency Shutdown Triggers Traffic Rerouting

A fire at a third-party Delhi data centre triggered Google Cloud emergency shutdown, disrupting services across Delhi, Mumbai, and Chennai as Google rerouted traffic to restore capacity.

Jun 11, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

TSMC May Revenue Surges 30% Year-on-Year Driven by AI Infrastructure Semiconductor Demand

TSMC reported approximately 30% year-on-year sales growth in May, driven by AI infrastructure semiconductor demand from NVIDIA, AMD, Apple, and Broadcom.

Jun 10, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

CleanMax Shares Climb 15% to All-Time High After Meta Platforms Renewable Energy Partnership

CleanMax Enviro Energy Solutions shares jumped 15% to an all-time high after announcing a 900 MW solar and wind renewable energy deal with Meta Platforms.

Jun 10, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

CleanMax Shares Surge 15% to Record High on 900 MW Meta Platforms Renewable Energy Deal

CleanMax shares surged 15% to a 52-week high after announcing a 900 MW renewable energy partnership with Meta Platforms covering solar and wind assets.

Jun 10, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Super Micro Plunges as $7 Billion Equity Raise Spooks AI Infrastructure Investors

Super Micro Computer (SMCI) stock fell sharply as the company announced plans to raise $7 billion in equity despite record AI server demand

Jun 10, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Applied Digital APLD Surges After Needham Raises Price Target for AI HPC Data Center Operator

Applied Digital Corporation shares surged after Needham increased its price target, validating the AI HPC data center operator's investment thesis for AI training infrastructure.

Jun 10, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

GDS Stock Surges as China Announces Significant New Data Center Investment Plans

GDS Holdings stock surged on China's announcement of significant data center investment plans, positioning the hyperscale colocation operator as a primary beneficiary.

Jun 10, 2026