#BigTech #CapitalExpenditures #CloudComputing
www.businessinsider.com
Welcome to the $600 billion AI era, where Big Tech is spending like it's a new Gilded Age
Amazon alone plans for $200 billion in capital expenditures, a more than 50% escalation from 2025.
When Amazon, Alphabet, Microsoft, and Meta announced earnings recently, one set of numbers stole the show: The massive projections for data center spending this year.
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#GenerativeAI #CloudComputing #Infrastructure
www.fool.com
OpenAI and Anthropic Now Rival Public Software Giants for Revenue. That Makes These 3 Stocks Strong Buys for 2026. | The Motley Fool
Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.
#Microsoft #CloudComputing #ArtificialIntelligence
ca.finance.yahoo.com
Microsoft Q2 earnings beat, but stock plummets as investors fret on AI spend, cloud growth
Microsoft (MSFT) reported its second quarter earnings after the bell on Wednesday, beating Wall Street estimates on the top and bottom lines, with cloud revenue topping $50 billion for the first time.
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#Microsoft #AI #CloudComputing
www.wsj.com
Microsoft's Earnings Surge, Elevated by Cloud Business
Microsoft Chairman and CEO Satya Nadella jason redmond/Agence France-Presse/Getty Images
Microsoft MSFT 0. 22%increase; green up pointing triangle, one of the biggest winners of the artificial-intelligence boom, showed Wednesday how its new deal with OpenAI is paying off, while its overall cloud-computing business keeps growing.
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#MilitaryInnovation #CloudComputing #DefenseTech
www.wsj.com
Army Awards Salesforce $5.6 Billion Software Deal
The Army signed a $5. 6 billion, 10-year contract with cloud-software provider Salesforce, giving the military access to the company's technology with the goal of speeding up antiquated and outdated practices.
#DigitalIndia #AIInvestment #CloudComputing
www.socialnews.xyz
US tech giants bet big on India's AI future with $67.5 bn investment surge
New Delhi, Jan 3 (SocialNews. XYZ) India's digital journey reached a major turning point in 2025 as some of the world's biggest technology companies announced massive investments in the country's artificial intelligence and data centre ecosystem.
#AI #CloudComputing #Serverless
cryptoslate.com
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SwarmNode. ai is transforming the landscape of artificial intelligence deployment by introducing a serverless infrastructure specifically designed for running AI agents.
#AI #CloudComputing #NuclearEnergy
www.zerohedge.com
Brookfield Enters Data Center Game With Its Own Nuclear Power
In the latest sign that the AI data center buildout party is reaching dizzying heights, The Information reports that private equity firm Brookfield is launching its own cloud computing business to challenge the hyperscaler oligopoly of Amazon, Microsoft, and Google.
