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Cloud Computing News 3 July 2025 - 25 September 2025

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…
25 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

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. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison…
20 September 2025
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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…
18 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

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. Cloud services revenue grew 21% to $5.6 billion Stocktitan, with Oracle’s…
14 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

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. Investors were energized by a potent mix of…
11 September 2025
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AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

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

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

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

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

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

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,…
3 July 2025
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Stock Market Today

  • Netgear (NTGR) Earnings Preview: What Investors Should Expect
    February 3, 2026, 4:19 PM EST. Netgear is set to report its quarterly earnings on February 4, 2026, with analysts forecasting a loss of $0.02 per share. The market awaits potential upside surprises and positive guidance, which often influences stock prices significantly. Last quarter, Netgear beat estimates by $0.31 per share, triggering a 0.83% stock rise. Shares currently trade at $20.87, down 25.9% over the past year, reflecting investor concerns. Past earnings show mixed results, with some quarters delivering positive surprises and price moves. Investors will closely watch the upcoming report for signals on the company's trajectory amid a challenging market environment.
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