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

Dell Stock Posts Best Week Since 2024 With Further Surge Odds Rising

Dell Technologies shares recorded their best weekly performance since 2024, fueled by investor momentum in AI server and infrastructure demand

May 18, 2026

🇨🇳 China

China Positions National AI Compute Network as Strategic Public Utility Amid Token Usage Surge

China is building a "computing version of the state grid" national AI network, per CCTV and Xinhua, as token usage surges across industries.

May 17, 2026

🇺🇸 United States

SanDisk Insiders Liquidate Shares After 494% AI-Driven Surge in 2026

SanDisk stock surged 494% year-to-date in 2026, driven by AI storage demand following the company's standalone listing.

May 17, 2026

🌐 Global

Wall Street Prepares Billion-Dollar Data Center IPO Wave as AI Spending Bets Surge

Wall Street banks are preparing to raise billions of dollars through data center company IPOs, Bloomberg reports, capitalising on surging AI infrastructure demand.

May 17, 2026

🇺🇸 United States

Nebius and AMD Hit All-Time Highs as AI Infrastructure Demand Drives Record Results

AMD reported what analysts called the best quarter in company history, with CEO Lisa Su citing a clear path to rapidly scaled earnings

May 17, 2026

🇺🇸 United States

Cisco Surges on Blowout Earnings and Raised Guidance, Lifting US Tech Stocks

Cisco Systems reported quarterly earnings that blew past analyst estimates, triggering a surge in its stock price

May 16, 2026

🇦🇺 Australia

Cloud Computing News

What is Cloud Computing?

Why it matters for investors

Frequently asked questions

Are cloud margins sustainable?

Who wins the AI cloud war?

Dell Stock Posts Best Week Since 2024 With Further Surge Odds Rising

China Positions National AI Compute Network as Strategic Public Utility Amid Token Usage Surge

SanDisk Insiders Liquidate Shares After 494% AI-Driven Surge in 2026

Wall Street Prepares Billion-Dollar Data Center IPO Wave as AI Spending Bets Surge

Nebius and AMD Hit All-Time Highs as AI Infrastructure Demand Drives Record Results

Cisco Surges on Blowout Earnings and Raised Guidance, Lifting US Tech Stocks

NSW Police charge dozens in largest child abuse material seizure in state history

Fastly Shares Plunge Despite Record Q1 Results as Growth Concerns Persist

Canvas LMS hacked: Australian student data stolen in global cyber attack

Rackspace Surges 56% on AMD AI Cloud Partnership for Enterprise Customers

Nebius Emerges as Serious AI Inference Contender, Analyst Rates Strong Buy

HubSpot Q1 2026 Earnings Call Held as CRM Giant Reports Results

AWS Signs R$160M AI Deal with Brazilian Legaltech Unicorn Enter

India IT Spending to Grow 6-8% as AI and Data Modernisation Lead Surge

Box CEO: AI Makes Each Engineer '2X–5X More Capable,' Driving Hiring Not Cuts

Arista Networks Q1 Earnings Due: AI Demand vs. Margin Pressure in Focus

Cramer: AI Spending Not a Bubble; Alphabet, Amazon, Apple Surge

Infoblox Completes Axur Acquisition to Bolster Preemptive Cybersecurity

Autodesk Completes Acquisition of Rhumbix for Real-Time Jobsite Data

Hewlett Packard Enterprise stock hits all-time high of $29.63

Iren Acquires AI Cloud Provider Mirantis for $625M, Stock Up 31% in 2026

Box CEO: AI Makes Engineers 2x–5x More Productive, Spurring Hiring Surge

Hyperscaler AI capex to hit $725B in 2026 as Magnificent 7 earnings surge

Twilio Surges 18% After Hours on Strong Q1 Beat and Raised 2026 Guidance

Amazon Rises 0.77% on Q1 Earnings Beat and Strong AWS AI Growth

Twilio Stock Jumps After Q1 Earnings Beat and Strong Q2 Guidance

Alphabet & Amazon Beat Cloud Estimates on Surging AI Demand in Q1 2026

Market Briefing — 2026-04-30: Mega-Cap Earnings Dominate; AI Spending Divides Winners from Losers