Oracle’s $165 Billion Data Center Plan Hits a Gas Pipeline Delay
oilprice.com
Oracle’s $165 Billion Data Center Plan Hits a Gas Pipeline Delay
Oracle's $165 billion data center plan has hit a snag due to a gas pipeline delay.
Cloud Computing
Stories tagged “Cloud Computing.”
30 stories
Cloudflare Launches Kitesurf, an Agent-First Browser for AI
producthunt.com
Cloudflare Launches Kitesurf, an Agent-First Browser for AI
Cloudflare has introduced Kitesurf, a stateless browser built specifically for AI agents, running entirely on its Workers platform. This new tool enables advanced web automation, HTML extraction, and screenshots for AI applications.
github.com
Cloud Hypervisor: A High-Performance, Security-Focused Virtual Machine Monitor
Cloud Hypervisor is an open-source Virtual Machine Monitor (VMM) that runs on top of the KVM hypervisor and the Microsoft Hypervisor (MSHV). It focuses on running modern, cloud workloads, on specific, common hardware architectures.
phoronix.com
Zapscape Is The Latest Linux Vulnerability For KVM Guest-To-Host Escape, LPE
A new Linux vulnerability, Zapscape, has been discovered in the KVM x86 code, allowing guest-to-host escape and local privilege escalation (LPE) on certain Linux distributions.
fool.com
3 Magnificent Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade
Amazon, Microsoft, and Alphabet are the primary beneficiaries of the artificial intelligence (AI) investing world, with cloud computing providers spending hundreds of billions of dollars on data centers. Each of these companies just announced results, delivering incredibl…
channelnewsasia.com
Amazon enters $3 trillion club as AI, cloud growth power rally
Amazon's market value topped $3 trillion for the first time on Monday, helped by a sharp rally following strong earnings and signs that the AI boom is driving fresh demand for its cloud-computing services.
fool.com
Why Microsoft Stock Is Surging
Microsoft's shares rose nearly 22% after the tech titan reported impressive artificial intelligence (AI)-fueled growth metrics, with its cloud infrastructure platform, Azure, seeing sales soar 43%.
annahar.com
Google and Alphabet Report Record Quarterly Earnings for Q2 2026: Where Did the Profits Come From?
Google and Alphabet reported record quarterly earnings for Q2 2026, with a profit of $112.2 billion. The company's advertising business, led by Google Search and YouTube, generated $81.6 billion in revenue, while Google Cloud saw an 82% increase in revenue to $24.77 billi…
fool.com
Why Now Is Finally the Time to Buy the Big Three Cloud Computing Stocks Before It's Too Late
Amazon, Microsoft, and Alphabet's cloud computing stocks are undervalued due to investors' concerns about their AI infrastructure spending. However, Amazon CEO Andy Jassy's comments on the economics of the cloud business model have convinced the market of the lucrative re…
fool.com
Microsoft Stock Is Up 26% From Its 52-Week Low: Buy the Rally or Wait It Out?
Microsoft's stock has rallied after its earnings report, with a single-day jump of 15%. The stock is still in the red for the year, but it's up 27% from its 52-week low. Long-term investors may find it a great buy.
fool.com
Jeff Bezos Stepped Down as Amazon CEO 5 Years Ago, and the Stock Has Lagged the S&P 500 Since. Could Amazon's 15.3% Gain on July 31 Mark a Turning Point?
Amazon reported its strongest growth in five years in its second quarter, with Amazon Web Services delivering breakout results. The company has a lot of growth drivers that can send it higher.
Nscale just bought Anyscale. Here's why it matters for multi-cloud neutrality.
thenewstack.io
Nscale just bought Anyscale. Here's why it matters for multi-cloud neutrality.
Nscale has acquired Anyscale, a move that could impact multi-cloud neutrality. The acquisition could lead to a more unified cloud experience, but it also raises concerns about vendor lock-in.
handelsblatt.com
Wall Street Turns Positive as Dow, S&P 500, Nasdaq Rise
The Wall Street indices, Dow Jones, S&P 500, and Nasdaq, initially struggled to maintain their upward trend but eventually turned positive by the afternoon. The Dow Jones rose 0.5% to 52,447 points, while the S&P 500 gained 0.4% to 7,466 points. The Nasdaq notched a 0.5% …
Microsoft Earns $216 Billion Thanks to Anthropic
36kr.com
Microsoft Earns $216 Billion Thanks to Anthropic
Microsoft's AI business continues to grow, with Azure's quarterly revenue increasing by 43% and Microsoft 365 Copilot's paid seats exceeding 30 million. However, the company's capital expenditure has also increased, with a 70% year-over-year growth to $41 billion, putting…
Microsoft Surges 31% in Net Income to $133.749 Billion at Fiscal Year Close
elpais.com
Microsoft Surges 31% in Net Income to $133.749 Billion at Fiscal Year Close
Microsoft has announced a net income of $133.749 billion at the close of its fiscal year 2026, a 31% increase from the previous year, driven in part by its cloud platform Azure. The company's total revenue reached $331.839 billion, an 18% increase.
cnbc.com
Meta likely to highlight smart glasses, avoid social media policy on upcoming earnings call, Kalshi traders say
Meta is set to report earnings on Wednesday after the market close. Traders on prediction market platform Kalshi think the company will use its conference call to highlight its Ray-Ban Meta smart glasses and push into the cloud market, while steering clear of social media…
techjuice.pk
Pakistan Inaugurates Sky47, Its First AI-Ready Data Center
Pakistan has inaugurated its first AI-ready data center, Sky47, a sovereign cloud platform located in Rawalpindi. The facility is a major milestone in the country's digital transformation, with an initial capacity of 8.5 megawatts.
finance.yahoo.com
ServiceNow, Inc. Stock Forecasts
ServiceNow provides cloud-based SaaS management applications to automate and track workflows across the enterprise. The company markets to enterprises in various industries, including financial services and consumer goods.
fool.com
Prediction: Meta Platforms Will Soar on July 29 When It Makes This Announcement
Meta Platforms is expected to announce a cloud computing business on July 29, which could be a big cash cow for the social media giant. Investors are anticipating an announcement at its earnings call next week.
Alphabet Earnings: Much To Love, But That CapEx Is Getting Scary
seekingalpha.com
Alphabet Earnings: Much To Love, But That CapEx Is Getting Scary
Alphabet Inc. just delivered an earnings release that absolutely blew past expectations on headline revenue and EPS numbers, but also revealed massive CAPEX growth. GOOG's FCF turned negative for the first time in years due to rising CAPEX.
github.com
On-device models that know when they're wrong: every answer carries a confidence score for cloud handoff
Cactus Hybrid is a project that trains on-device models to know when they're wrong, providing a confidence score for cloud handoff. The project starts with Gemma 4 E2B Hybrid, which matches Gemini 3.1 Flash-Lite on most benchmarks by routing only 15–35% of queries to the …
Self-healing GPU nodes in Kubernetes: What we learned building the EKS node monitoring agent
thenewstack.io
Self-healing GPU nodes in Kubernetes: What we learned building the EKS node monitoring agent
The New Stack discusses the development of the EKS node monitoring agent, a self-healing GPU node system in Kubernetes. The article highlights the challenges and lessons learned during the development process.
Meta's AI Cloud and the Rise of the Accidental Compute Provider
thenewstack.io
Meta's AI Cloud and the Rise of the Accidental Compute Provider
Meta's AI cloud is contributing to the rise of accidental compute providers, which are companies that provide computing resources without being traditional cloud providers. This trend is driven by the increasing demand for cloud computing and the need for companies to ada…
What breaks when memory devices scale: The database is the product
thenewstack.io
What breaks when memory devices scale: The database is the product
The article discusses the challenges that arise when memory devices scale, particularly in the context of database architecture. It highlights the importance of considering the database as a product and the need for a more holistic approach to its design and development.
fool.com
Meta Platforms May Be Launching a Cloud Business: Should Amazon Be Worried?
Meta Platforms is reportedly exploring launching a cloud business by selling excess AI computing capacity, potentially entering direct competition with Amazon Web Services (AWS). Despite this, the article suggests Amazon and its shareholders should not be overly concerned…
fool.com
Sandisk Stock Plunged Today. Analysts Say Buy the Dip.
Shares of Sandisk sank on Monday as chip stocks pulled back, but several Wall Street analysts remain undeterred, with price targets for Sandisk's stock that are well above current levels.
fool.com
Meta Platforms Just Unveiled a Shocking New Artificial Intelligence (AI) Strategy
Meta Platforms is shifting its AI strategy by unveiling a new plan to build a cloud business and lease out its excess AI computing capacity. This move could result in a major turnaround for the stock.
What running Kubernetes across millions of clusters taught AWS about zone failures
thenewstack.io
What running Kubernetes across millions of clusters taught AWS about zone failures
Amazon Web Services (AWS) has learned valuable lessons about zone failures from running Kubernetes across millions of clusters. The company's experience has taught it the importance of resilience and redundancy in the face of unexpected outages.
huggingface.co
From Hugging Face to Amazon SageMaker Studio in one click
Hugging Face and Amazon SageMaker AI have integrated, allowing developers to move from model discovery on Hugging Face to experimentation and deployment in SageMaker Studio with a single click.
Anthropic’s Claude Cowork Now Keeps Working When You Close Your Laptop
thenewstack.io
Anthropic’s Claude Cowork Now Keeps Working When You Close Your Laptop
Anthropic's Claude Cowork now works in the cloud and continues to function even when your laptop is closed.