Cloud Computing News 12 June 2025

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Recent Stock Performance and Valuation Metrics Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations (RPO) – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year priorts2.tech. This implied Oracle had secured hundreds of billions in

6 October 2025

Artificial Intelligence·Cloud Computing·NASDAQ:META·NYSE:ORCL·Stock Market·Technology Trends

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Report The Seventh Inning of the AI Capex Boom The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com. Yet Morgan Stanley believes this party is maturing. In a note

2 October 2025

Artificial Intelligence·Cloud Computing·Data Centers·Stock Market·Technology Trends

Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

A Seismic Shift in Leadership Satya Nadella’s memo announcing the promotion of Judson Althoff to CEO of Microsoft’s commercial business reads like a mission statement for the AI era. Nadella describes the generational platform shift to artificial intelligence as “tectonic” and argues that Microsoft must combine sales, marketing, operations and engineering to meet customer needs and build the new AI frontier blogs.microsoft.com. The reorganisation brings marketing chief Takeshi Numoto and chief operating officer Carolina Dybeck Happe (with a dotted line to Nadella) under Althoff’s oversight. Nadella emphasised that consolidating operations within the commercial organisation will “tighten the feedback loop” between customer needs and product delivery

2 October 2025

Artificial Intelligence·Cloud Computing·Microsoft

You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

2025 Stock Performance & Financial Highlights Alphabet’s stock skyrocketed in 2025. By mid-September, Alphabet became the best-performing “Magnificent 7” tech stock, up ~32% YTD reuters.com vs. S&P500’s ~12% gain. The rally lifted its market cap briefly above $3 trillion (joining Apple and Microsoft) reuters.com. Regulatory news helped: a U.S. judge in early Sept 2025 ruled against breaking up Google’s core businesses, which “removes a significant legal overhang” reuters.com. More recently, EU regulators are again targeting Google under the EU Digital Markets Act; reports indicate Google may face a fine (up to 10% of sales) for favoring its own vertical search engines

1 October 2025

Artificial Intelligence·Cloud Computing·Stock Market

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle Stock Overview and Outlook as of September 25, 2025 Stock Performance (As of Sept 25, 2025) Oracle’s stock has been on a tear in 2025, massively outperforming the broader market. Shares started the year around $167 morningstar.com and climbed relentlessly on optimism around the company’s cloud and AI initiatives. By early September, ORCL nearly doubled in price – a year-to-date gain of over 85% reuters.com – making it one of the top performers in the S&P 500 and even outgaining high-flying peers like Apple, Microsoft, and Nvidia. On September 10, the stock hit an all-time closing high of $328.33

25 September 2025

Artificial Intelligence·Cloud Computing·NYSE:ORCL·Stock Market

Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba Stock Soars on Massive AI Spending Plan Alibaba’s latest pivot to artificial intelligence has ignited its stock and signaled to the market that the Chinese tech giant is “all in” on AI. At its annual Apsara Conference (Sep 2025), CEO Eddie Wu underscored that AI industry growth “far exceeded our expectations”, with demand for AI infrastructure outpacing what Alibaba had anticipated reuters.com. In response, Wu announced Alibaba will boost its investment in AI beyond the hefty ¥380 billion (about $53 billion) three-year budget it set earlier this year reuters.com. While he didn’t put a new number on the commitment, the message was

25 September 2025

Artificial Intelligence·Cloud Computing·Stock Market·Technology Trends

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Background: Oracle’s Cloud Business Transformation Oracle Corporation built its empire on database software, but it came late to the cloud computing market. Through the 2010s, Oracle struggled for relevance as Amazon Web Services, Microsoft Azure, and Google Cloud grabbed a combined 65%+ share of the cloud market reuters.com. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison famously deriding cloud computing as “gibberish” in its early days qz.com. Over the past few years, however, Oracle has executed a striking cloud reinvention focused on high-performance infrastructure and strategic partnerships. Instead of trying to beat the incumbents at their

20 September 2025

Cloud Computing·NASDAQ:META·NYSE:ORCL

How Machine Learning Works and Why It’s Changing Everything in 2025

The Containerized Data Center Boom: How “Data Centers in a Box” Are Revolutionizing IT (Market to Hit $43B by 2030)

What Are Containerized Data Centers? Containerized data centers – often dubbed “data centers in a box” – are modular data center solutions built inside standardized shipping containers or similar portable structures. In practice, this means all the typical infrastructure of a data center (server racks, networking gear, power distribution units, cooling systems, fire suppression, security systems, etc.) is pre-installed inside a metal container at the factory statetechmagazine.com. The entire unit is delivered as a turnkey product to the customer’s site, where it only needs power, network, and cooling hookups to go live. This concept dates back to the mid-2000s. Notably,

18 September 2025

Cloud Computing·Data Centers·Innovation

From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

Oracle’s Q1 FY2025: Cloud Growth Sets the Stage for an AI Leap Oracle’s transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that quarter (ended August 2024), Oracle reported $13.3 billion in revenue, up 7% year-on-year, fueled by strong cloud uptake stocktitan.net. Cloud services revenue grew 21% to $5.6 billion stocktitan.net, with Oracle’s Infrastructure-as-a-Service (OCI) business up 45% and its Fusion and NetSuite cloud applications each growing ~16–20% stocktitan.net. Perhaps most telling, Oracle’s remaining performance obligations – essentially its contracted backlog – reached $99 billion, up 53% from the prior year stocktitan.net. This was

14 September 2025

Artificial Intelligence·Cloud Computing·NYSE:ORCL

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some

11 September 2025

Artificial Intelligence·Cloud Computing·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:NVDA·NYSE:ORCL·NYSE:PLTR·Stock Market

AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

Meta inked a six-year cloud deal worth over $10 billion with Google to power its AI push, as Meta raised its 2025 capital expenditure forecast to $66–72 billion and moved to offload $2 billion in data-center assets. Nvidia unveiled a GeForce NOW upgrade to run the Blackwell RTX 5080-class GPUs, enabling 5K at 120 fps and up to 360 fps at 1080p with DLSS 4, announced at Gamescom. OpenAI announced its first international office in New Delhi later in 2025 and launched the cheapest-ever ChatGPT plan in India at about $4.60 per month. The U.S. General Services Administration sealed a

26 August 2025

Cloud Computing

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia’s stock has climbed 30%+ in 2025, a 1,400% rally since late 2022, and became the first-ever $4 trillion company last month. Nvidia’s Q2 results are due on Aug. 27, with expectations of 48% EPS growth on about $46 billion in revenue. Palantir Technologies fell nearly 10% this week after being dubbed the AI darling of 2025. Analog Devices rose 4% this week after reporting a 25% revenue surge and raising its outlook thanks to booming AI-chip demand in factory automation and autos. Meta Platforms agreed to spend more than $10 billion on Google Cloud services over six years to

24 August 2025

Artificial Intelligence·Cloud Computing·Stock Market·Technology

The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

Vertex AI is Google’s unified platform for developing, training, and deploying machine learning models at scale, integrating data preparation, pipelines, MLOps, and model monitoring with AutoML. Gemini is Google’s multimodal foundation family for text, code, and images, with Gemini 2.5 “Flash” announced in 2025 as a smaller, cost-efficient variant, plus Lyria for music and Imagen for images and Veo for video. Vertex AI Model Garden lets customers deploy Google’s own models or popular open-source models on Google Cloud. Google Cloud’s AI hardware includes Cloud TPU v5e for training and the upcoming 7th‑generation TPU named “Ironwood” for inference, with TPU v5e

27 July 2025

Cloud Computing·NASDAQ:AMZN·NASDAQ:GOOG·NASDAQ:GOOGL·NYSE:ACN·XETRA:SAP

Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

AWS announced an additional $100 million investment into its Generative AI Innovation Center to expand AI engineering capabilities and partner programs. AWS launched the Generative AI Partner Innovation Alliance to streamline AI projects from experimentation to production via a global network of system integrators. A built-in blue/green deployment feature for Amazon ECS was rolled out to enable seamless switching between old and new container versions. A 5-year strategic collaboration between AWS, NatWest Group and Accenture will modernize NatWest’s data, analytics, and AI capabilities for 20 million customers. In Thailand, Microsoft Azure is aiding the government’s legal system overhaul with Azure

24 July 2025

Artificial Intelligence·Cloud Computing

Microservices and Serverless Roundup: Key Developments in June–July 2025

AWS Aurora DSQL, a serverless distributed SQL database with virtually unlimited scale, became generally available in late May 2025. AWS open-sourced the AWS Serverless Model Context Protocol (MCP) Server, an AI-powered assistant to guide architects in building serverless apps. AWS API Gateway added support for dynamic routing rules on June 3, 2025, enabling more flexible versioning and traffic management for microservice APIs. AWS Lambda expanded SnapStart to more global regions and gained native Avro/Protobuf support in Kafka event triggers. Amazon Redshift Serverless introduced a new lower 4 RPU minimum to optimize costs for smaller workloads. At re:Inforce in late June,

9 July 2025

Cloud Computing

AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

In 2025, 58% of global tech leaders named AI as the most important technology area for the year ahead. Gartner’s 2025 ANZ CIO poll found 88% of ANZ CIOs identified cybersecurity as their top tech investment for the year. A 2025 global CIO survey shows over 80% of CIOs plan to invest in cybersecurity & risk management, generative AI & ML, data analytics & business intelligence, and integration & APIs. 68% of U.S. CEOs in PwC’s survey believe generative AI will significantly change how their company creates and delivers value. Gartner’s 2025 data shows 71% of digital Vanguard organizations achieve

7 July 2025

Artificial Intelligence·Cloud Computing·Cybersecurity·EPA:CAP·NYSE:IT·Tech Trends

Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Oracle signs a $30 billion annual cloud deal to lease 4.5GW of computing power to OpenAI for the Stargate data center, aiming to double Oracle’s cloud sales by 2028. OpenAI’s Stargate expansion, in partnership with Oracle and SoftBank, will build massive AI infrastructure in Texas, reinforcing a sovereign AI push and multi-cloud strategies. Distributed cloud architectures are becoming the norm, spreading resources across on-premises, public cloud, and edge to improve latency and regulatory compliance while raising governance and security challenges. Fairphone 6 emphasizes repairability with a modular design and replaceable camera modules, priced at €599 at MediaMarkt and built around

3 July 2025

Artificial Intelligence·Cloud Computing·Gaming·Space

Cloud Computing and XaaS Developments (May–June 2025)

In May 2025, Salesforce announced a definitive agreement to acquire data management firm Informatica for $8 billion. In May 2025, Microsoft announced a partnership with xAI to host Grok 3 and Grok 3 Mini on Azure via the Azure AI Foundry service. On May 22, 2025, Red Hat and AMD announced an expanded collaboration to optimize AI workloads in hybrid cloud environments. On May 9, 2025, IBM announced a cloud partnership with Oracle to run IBM’s watsonx AI tools on Oracle Cloud Infrastructure (OCI). On May 15, 2025, Kyndryl and Microsoft expanded distributed cloud services to enhance hybrid, multicloud, and

30 June 2025

Cloud Computing·Digital Transformation·NASDAQ:AMD·NASDAQ:EQIX·NASDAQ:INFA·NASDAQ:MSFT·NYSE:CRM·NYSE:IBM·NYSE:KD·NYSE:ORCL·Technology

Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

From 2025 to 2030, ground control shifts from hardware-centric architectures to cloud-enabled, software-defined infrastructure via Ground-Station-as-a-Service (GSaaS). The global satellite ground station market is projected to grow from about $56 billion in 2022 to $125 billion by 2030. AWS Ground Station and Microsoft Azure Orbital provide pay-per-use, cloud-connected antennas that deliver downlinks directly into cloud storage and analytics pipelines. Digital Intermediate Frequency (DIF) technology enables digitizing RF signals at the antenna and transporting RF over IP to cloud data centers. Digital twins are expanding into operations by 2025, with AWS Ground Station offering a digital twin environment and NASA JPL

12 June 2025

Cloud Computing·Digital Transformation·NASDAQ:AMZN·NASDAQ:MSFT·TSX:CGY

Cloud Computing News 12 June 2025 - 6 October 2025