Cloud Computing News
Top Stories Tagged โCloud Computingโ
CoreWeave (CRWV) Faces Valuation Scrutiny as GPU Costs Rise and Data Center Funding Plans Expand
CoreWeave (CRWV), the GPU cloud infrastructure company, faces intensifying valuation scrutiny as rising GPU procurement costs pressure margins and the company pursues additional funding for accelerating data center expansion.
Sep 18, 2026
๐บ๐ธ United StatesFlex Earns Buy as Cloud and Power Infrastructure Segment Signals a Business Model Shift Worth Re-Rating
Flex earns a Buy rating as its rapidly expanding Cloud and Power Infrastructure segment signals a structural business model shift from commodity EMS to higher-margin infrastructure services capturing AI data centre capex directly.
Aug 23, 2026
๐บ๐ธ United StatesCoreWeave Surges 18% Premarket After Raising 2026 Revenue Guidance Amid AI Cloud Demand
CoreWeave (CRWV) +18% premarket on raised 2026 revenue guidance; dedicated GPU cluster model validated by multi-year take-or-pay contract backlog; high P/S contested by bulls citing contracted revenue visibility.
Aug 13, 2026
๐บ๐ธ United StatesIren Stock Surges as AI Neocloud Provider Lands $2.8 Billion in New Deals, Easing Cost Anxiety
Iren's stock surged sharply after the AI infrastructure provider announced $2.8 billion in new customer contracts, demonstrating robust enterprise demand for its neocloud services.
Jul 21, 2026