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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.

๐ŸŒ Global

Anthropic Posts $567M Q3 Operating Loss Despite $17B Revenue as IPO Prep Intensifies Compute Spend

Anthropic generated $17 billion in Q3 2026 quarterly revenue, reflecting rapid commercial adoption of its Claude AI models

Nov 3, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

WeBank Technology Services Earns Tens of Millions from SE Asia Digital Banking Demand

Tencent-backed WeBank's technology unit generated tens of millions in revenue from Southeast Asia by exporting digital banking platform infrastructure to local financial institutions.

Nov 2, 2026

๐Ÿ‡ง๐Ÿ‡ท Brazil

Datadog (DDOG) Hold Ahead of Nov 4 Earnings as AI Story Meets Deceleration Risk and High Valuation

Datadog rated Hold heading into its November 4 earnings, as AI observability story meets high valuation concern and sector-wide cloud deceleration creating estimate risk.

Nov 2, 2026

๐ŸŒ Global

Russia and Ukraine Cyberattacks on Emergency Alert Systems Signal Critical Infrastructure Vulnerability

Both Russia and Ukraine reported attacks on emergency alert systems broadcasting fake nuclear warnings, escalating information warfare and driving cybersecurity defense demand.

Nov 2, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Australian Outback Data Centre Project Stalled After Regulator Seeks Federal Guidance

An Australian outback data centre project has withdrawn its development timeline after the relevant regulator stalled, opting to seek advice from the federal government

Nov 2, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Data Center Spending Forecast at $1.4 Trillion in 2027, Powering Applied Materials Growth

Global data center capital expenditure is forecast to surge to $1.4 trillion in 2027.

Nov 1, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

US Q3 2026 Earnings: Alphabet Cloud Doubles, Eli Lilly Surges 39%, Old Dominion Beats

Alphabet posted 25% revenue growth to $127.6 billion as Google Cloud surged 103%, though negative free cash flow raised AI spending concerns.

Oct 31, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Amazon Shares Drop 7.49% After Q3 Earnings Miss Revenue Estimates

Amazon shares dropped 7.49% after quarterly results missed revenue expectations

Oct 31, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

SCMP: What Comes Next for Google, Amazon and Big Tech After Brutal AI Selloff?

Google parent Alphabet and Amazon face shareholder pressure after AI spending fails to shield them from a brutal Wall Street selloff.

Oct 31, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Microsoft Beats on Cash Flow as Alphabet Disappoints; AI Capex Returns Diverge in Cloud Earnings

Microsoft and Alphabet both reported record revenues, but their cash flow profiles diverged sharply: Microsoft retained approximately โ‚ฉ25T (~$19B) after AI capex while Alphabet spent โ‚ฉ12T (~$9B) more than it earned.

Oct 30, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Wall Street Falls Broadly as Alphabet Revenue Miss Revives AI Capex Concerns Across Tech Sector

All three major US equity indices โ€” Dow, S&P 500, and Nasdaq โ€” declined, with the tech-heavy Nasdaq leading the selloff.

Oct 30, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Twilio Q3 2026 Earnings Beat Analyst Estimates; Net Expansion Rate Signals Growth

Twilio (TWLO) Q3 2026 earnings beat analyst consensus estimates, extending a run of improving financial performance.

Oct 30, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Oracle Surges 10% After Analyst Day Reassures Investors on AI Infrastructure Costs and Cloud Growth Trajectory

Oracle (ORCL) shares rallied 10% after its Analyst Day provided positive clarity on AI infrastructure spending efficiency and OCI cloud revenue trajectory, addressing investor concerns about GPU cluster capex ROI

Oct 30, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Amazon Q3 Misses on Profit and Revenue, Reports Negative Cash Flow Despite AWS Strength

Amazon missed Q3 profit and revenue estimates with negative cash flow as AI infrastructure capex surged, even as AWS cloud division delivered strong results

Oct 30, 2026

Alphabet

Google Q3 Earnings Miss as Search Ad Growth Slows; Cloud Division Posts Record Revenue

Google Q3 EPS missed estimates as search advertising growth slowed materially

Oct 30, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Alphabet Debt Concerns Contrast With Microsoft AI Earnings as Fortinet Shares Plunge 25%

Microsoft and Alphabet reported contrasting AI monetization outcomes: Microsoft earning strongly while Alphabet faces rising debt.

Oct 29, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China'\''s Zhangjiakou and Zhejiang Pioneer OPC AI Computing Hubs With Provincial Acceleration Plans

Zhangjiakou and Zhejiang province simultaneously launched AI OPC initiatives with Zhejiang issuing a formal 10-measure plan for cities including Hangzhou and Ningbo

Oct 29, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Anthropic's IPO Momentum Builds as Chinese Media Scrutinizes AI Giant's Cloud Revenue and Valuation

Chinese technology media is dissecting Anthropic's IPO mechanics, highlighting trillion-dollar valuation aspirations against cloud compute cost dependencies and circular revenue structures with AWS and Google.

Oct 29, 2026

๐Ÿ‡จ๐Ÿ‡ฆ Canada

TetraMem Tapes Out World's First 12nm Analog In-Memory Computing AI Chip Using Multi-Level RRAM

TetraMem has completed the tapeout of MLX300, the world's first 12nm analog in-memory computing SoC based on multi-level RRAM technology

Oct 28, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Naver Seals US$9 Billion AI Infrastructure Deal with Brookfield, Meets NVIDIA Strategic Investment Terms

Naver Corp has signed a US$9 billion AI computing infrastructure partnership with Brookfield Asset Management

Oct 28, 2026

๐Ÿ‡จ๐Ÿ‡ฆ Canada

iPronics Elevates Co-Founder Dr. Pรฉrez-Lรณpez to CEO to Scale AI Optical Circuit Switching Commercially

iPronics named co-founder and photonics pioneer Dr. Daniel Pรฉrez-Lรณpez as CEO to drive commercial-scale deployment of silicon photonics optical circuit switches.

Oct 27, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Thailand Introduces Data Centre Licensing Rules Amid Surge in AI Infrastructure Applications

Thailand has set new regulatory requirements for data centre operators amid a surge in permit applications.

Oct 27, 2026

๐Ÿ‡จ๐Ÿ‡ฆ Canada

Musk warns hundreds of neoclouds face 'guppy-level death' as AI debt markets shut

Elon Musk predicted mass failure for hundreds of neoclouds dependent solely on AI datacenter revenue streams

Oct 27, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Meta Plans to Raise Up to $95 Billion in Equity to Fund $825B AI and Data Center Expansion

Meta Platforms plans to raise up to $95 billion in equity to fund an ambitious AI, data center, and cloud computing investment programme

Oct 27, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Amazon's 2027 Cloud Capacity Mostly Sold While Kia Plans Korea's First Hydrogen Passenger Car for 2029

Amazon warns its 2027 cloud computing capacity is already mostly sold, signalling that AI infrastructure demand is far outstripping supply.

Oct 26, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

SpaceX Secures $40 Billion Debt Financing for Massive GPU Infrastructure Build-Out

SpaceX has secured $40 billion in debt financing for GPU acquisition, making it one of the largest single corporate AI infrastructure investments on record.

Oct 25, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Korea's 2027 Paradox: AI Capex Boom Meets Stagnant Consumer Economy

Korea's 2027 economic outlook sees a paradox: surging AI investment alongside stagnant consumer sentiment

Oct 25, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Azure Momentum and Cash Flow Discipline Anchor Broyhill's Bullish Microsoft Thesis for Q3 2026

Broyhill Asset Management's Q3 2026 letter highlights Microsoft as a high-conviction position driven by Azure growth

Oct 24, 2026

๐Ÿ‡ฆ๐Ÿ‡บ Australia

NextDC Suffers Billion Market Wipeout After Data Centre Expansion Hits Melbourne Power Constraint

NextDC's market capitalisation plunged approximately billion after its data centre expansion plans hit a power infrastructure constraint in Melbourne

Oct 24, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

Critical PHP Vulnerability Knocks Websites Offline Globally, Cybersecurity Sector on Alert

A critical PHP programming language vulnerability has knocked websites offline globally, with millions of exploitation attempts already recorded as governments and businesses race to deploy patches across an attack surface covering the majority of the commercial internet.

Oct 23, 2026