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Cloud Computing
63 TokenPost stories are tagged Cloud Computing. The newest appear first.
Latest Cloud Computing stories
- Seven Customers Choose SAP AI and Data Solutions; No Separate AI Revenue
SAP’s third-quarter revenue reached €10.27 billion as cloud revenue grew 26% and current cloud backlog rose 28% on a reported basis.
· Business
- Nokia Posts 35% Comparable Profit Growth as AI Orders Surge
AI and cloud orders rose 118% to €1.5 billion, while reported operating profit fell 22% amid restructuring and integration costs.
· Business
- Railway Pauses Deployments After Possible Customer Credential Exposure
Railway’s preliminary review indicated an unauthorized party may have accessed encrypted environment variables and obtained decrypted contents from some.
· Technology
- AI Revenue Estimates Differ From Cloud and Data Center Sales
OpenAI’s September run rate neared $50 billion, while a separate comparison approached $70 billion using a calculation that included partner sales.
· Business
- Morgan Stanley Projects $1.58 Trillion in AI Computing Investment for 2027
The cash-flow gap is expected to be sharpest in 2027, while U.S. data centers could face a 32-gigawatt power shortfall by 2028.
· Business
- Anthropic Warns of Operator Reliability Risk as It Leases Data Centers
The Claude developer is seeking capacity beyond its major cloud partners, even after committing $30 billion to Microsoft Azure.
· Technology
- Anthropic IPO Draft Details $450 Billion in Cloud Agreements
Compute and infrastructure spending reached nearly $9 billion in the first half of 2026, up from $2.3 billion a year earlier.
· Business
- Listed Optical Communications and Cloud Stocks Fall as Five Health Care Stocks Rise
Applied Optoelectronics fell 5.06% in the Oct. 20 snapshot, while IREN declined 4.22%. Merck was unchanged.
· Investing
- Akamai Shares Rise 1.4% After Raymond James Upgrades Rating
The firm moved Akamai to Strong Buy from Outperform and maintained its $170 price target. The change followed a recent decline in the shares.
· Investing
- U.S. Data Centers Face Projected Net 32-Gigawatt Power Gap by 2028
The projected shortfall could grow to about 72 gigawatts by 2029, delaying the use of graphics processors bought for AI projects.
· Technology
- Morgan Stanley Says Microsoft Must Show Mid-40% Azure Growth
Azure and other cloud services grew 43% year over year in the quarter ended June 30, 2026, below the bank’s forward-looking growth hurdle.
· Business
- Oracle’s Quarterly Capital Spending Outpaces Cash Flow by $5.4 Billion
Oracle had $288 billion in additional lease commitments at Aug. 31, substantially all tied to data centers. Those leases had not commenced.
· Business
- Five Cloud Giants’ 2026 Spending Could Exceed Cash Flow by $93.4 Billion
A separate U.S. AI infrastructure scenario estimates $10.3 trillion in investment from 2025 through 2032.
· Business
- Jefferies Calls CoreWeave Sell-Off Overdone as Shares Fall 11%
Data center demand was robust and had improved in recent months. Nebius and IREN also fell in midday trading.
· Investing
- Oracle’s $664 Billion RPO Extends Across Multiple Years
Oracle expects 13% of its companywide RPO to become revenue in the next 12 months. Quarterly capital expenditures exceeded operating cash flow.
· Business
- Analysts Forecast Microsoft Azure Growth Above Its Q1 Outlook
BNP Paribas projects 46% growth for fiscal Q1 and 49% for fiscal Q2, compared with Microsoft’s 44% to 45% Q1 constant-currency range.
· Business
- Nvidia’s CoreWeave Capacity Deal Stops Short of a Debt Guarantee
CoreWeave had $35.6 billion in total indebtedness as of June 30; Nvidia’s $6.3 billion order form covers qualifying unused capacity.
· Business
- Microsoft, U.S. Diplomat Discuss Saudi AI and Cloud Cooperation
Microsoft plans more than $10 billion in regional spending through 2030, while its Saudi Arabia East cloud region is scheduled to open in November 2026.
· Technology
- KubeRay Gives Kubernetes Teams a Way to Manage Ray AI Workloads
RayCluster manages persistent clusters, RayJob can use a temporary cluster for a job, and RayService manages Ray Serve applications.
· Technology
- Anthropic Tells Investors Q3 Revenue Reached $16.8 Billion
Q3 revenue was more than three and a half times Anthropic’s full-year 2025 total, while the company has at least $518 billion in decade-long infrastructure obligations.
· Business
- CedarDB Plans Managed Cloud Service for Its Dual-Workload Database
Its engine supports transactions and analytics, while the cloud service is planned for AWS and is currently available through a waitlist.
· Technology
- Microsoft Analyst Consensus Sets Average 12-Month Target at $588.56
The tally includes 35 Buy ratings and two Holds among 37 analysts. J.P. Morgan’s Samik Chatterjee reaffirmed a $625 target on Oct. 13.
· Business
- Microsoft Leads U.S. Cloud Gains as Shares Hit Record High
Microsoft shares rose 1.6% to $549.795 in early Tuesday trading, while Google Class A and Amazon shares also advanced.
· Investing
- CME Group Shares Fall 1.18%; Cloud Migration Update Follows Close
The company completed initial cloud testing and plans to move livestock markets to its Aurora, Illinois, facility in late 2027.
· Technology
- Microsoft Market Cap Tops $4 Trillion as Azure Growth Supports AI and Cloud Confidence
Microsoft’s cloud revenue rose 43% year over year in the June quarter, while commercial remaining performance obligations reached $678 billion.
· Business
- Healthcare, Biotech and Pharma Gain Appeal as AI Reshapes Economy
The sectors combine potential AI adoption with defensive characteristics as software, advertising and e-commerce face disruption risks.
· Investing
- Amazon Ends Local Government NDAs as Data Center Opposition Grows
The policy change follows Microsoft’s earlier decision as U.S. communities debate data centers’ effects on electricity costs, water use and housing.
· Technology
- Bridge Data Centres Expands Asia Data-Center Plans After $2.8 Billion Financing
The company is reportedly seeking a proposed loan of up to $6 billion, but no public announcement has confirmed the facility.
· Business
- SpaceX AI Revenue Surges Despite Operating Loss and Heavy Capital Spending
AI revenue reached $2.561 billion in the second quarter, while capital spending totaled $15.828 billion and compute capacity rose to 1.4 gigawatts.
· Technology
- Grok Bot Uses Persistent Cloud Computers to Keep AI Agents Working
The beta system gives each user one persistent Firecracker microVM in the United States, allowing Bots to operate across tools after a laptop is closed.
· Technology
- Nvidia GPU Provider Market Expands to 323 as Access Routes Multiply
Companies can rent Nvidia systems from cloud providers, buy servers directly, operate on-premises data centers or negotiate custom capacity agreements.
· Technology
- CaixaBank Extends Google Cloud Collaboration Through 2033
The bank plans to deploy Gemini Enterprise for financial analysis, document work and routine employee tasks while expanding hybrid infrastructure, security and staff training.
· Business
- Yandex Says Drone Attack Disabled Modules at Second Data Center
The Kaluga incident followed a fire that halted operations at Yandex’s Sasovo facility in the Ryazan region a day earlier.
· Technology
- Anthropic Plans $518 Billion in Cloud and Computing Spending
The decade-long commitment includes non-cancelable obligations to Google, Amazon and Microsoft as the AI lab expands access to computing capacity.
· Technology
- AWS Pricing Team Converts 18-Tab Excel Model Into AI Chatbot
The chatbot lets users test discounts, payment terms and break-even points, while AWS finance teams use AI agents to review contracts and set customer targets.
· Technology
- Bundesbank Executive Calls for European AI Strategy Built on Chips and Cloud
Fritzi Köhler-Geib urged coordinated public procurement, private financing and cross-border cooperation as Europe seeks greater control over AI infrastructure.
· Technology
- Italy’s Data-Center Sector Projects $41.5 Billion Through 2036
Commercial IT capacity is projected to rise from 460 megawatts in 2025 to about 2.3 gigawatts by 2031, but grid and permitting constraints remain.
· Technology
- Marvell Sets $20 Billion 2028 Revenue Target, Up to $90 Billion by 2031
The company raised its fiscal 2028 revenue outlook from $18 billion in August as it expands its custom-chip business and addressable market.
· Business
- Amazon’s AWS Growth Faces Earnings Test as AI Spending Pressures Cash Flow
AWS revenue rose 37% year over year to $42.2 billion in the second quarter, while trailing-12-month free cash flow turned negative at $7.6 billion.
· Business
- Google Cloud Bundles AI Tools and Migration Services in Modernize Portfolio
The launch includes a generally available cost estimator and an EKS-to-GKE migration agent in public preview, alongside new infrastructure options.
· Technology