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Cloud Computing 3 July 2026 - 20 July 2026

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom

Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom

Oracle Corporation is offering a new AI-agent builder to Fusion Applications customers at no extra cost, a move that puts adoption ahead of a separate price tag in the slower-growing side of its cloud business. AI agents are software that can plan and carry out tasks. The launch matters because Oracle’s cloud mix flipped in fiscal 2026, with infrastructure rising above applications for the first time in the latest annual figures.
15 July 2026
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Meta’s $50 Billion AI Plan Faces $10 Billion-a-Gigawatt Test in Cloud Push

Meta’s $50 Billion AI Plan Faces $10 Billion-a-Gigawatt Test in Cloud Push

Meta Platforms said Monday it will boost its Hyperion data center in Louisiana to five gigawatts of computing power, and push investment in the project past $50 billion. The announcement puts a figure on CEO Mark Zuckerberg’s plan to sell AI computing capacity to others. Meta shares slipped about 1.3% to $661 Monday afternoon. The stock jumped 14.8% last week.
13 July 2026
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Meta’s AI cloud could bring in over $10 billion a year using less than 2% of its total capacity

Meta’s AI cloud could bring in over $10 billion a year using less than 2% of its total capacity

Meta Platforms rolled out its first public AI model service for developers on Thursday. CEO Mark Zuckerberg told Bloomberg that demand from outsiders to use Meta’s computing power is strong and could rival internal projects. “The offers that you get for using the compute are so high,” Zuckerberg said. But he added Meta isn’t sitting on extra capacity.
10 July 2026
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DigitalOcean (NYSE:DOCN) pops as AI cloud trade shifts on new backlog math

DigitalOcean (NYSE:DOCN) pops as AI cloud trade shifts on new backlog math

DigitalOcean Holdings, Inc. climbed 9.3% to $143.64 Wednesday afternoon after the company forecasted its Q2 remaining performance obligations topping $800 million. That puts focus on backlog and capacity instead of just stronger AI revenue. Shares touched $157.99 at their high and 3.28 million shares changed hands as of 1:50 p.m. EDT, valuing DigitalOcean near $16.1 billion.
7 July 2026
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Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta Platforms has not confirmed a commercial cloud product. The investor question is already measurable: after $19.84 billion of first-quarter capital expenditures, Meta would need to spend $105.2 billion to $125.2 billion over the final nine months of 2026 to hit its own $125 billion to $145 billion full-year guide. That implies $35.1 billion to $41.7 billion a quarter, or 77%-110% above the first-quarter pace.
4 July 2026
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NVIDIA (NASDAQ:NVDA) holds as 210,000-GPU cloud move set for July milestone

NVIDIA (NASDAQ:NVDA) holds as 210,000-GPU cloud move set for July milestone

NVIDIA Corporation heads into the extended U.S. holiday with shares that outperformed the chip sector overall but are still held back by Wall Street’s latest concern: how much future sales will come from customers relying on Nvidia-funded infrastructure. Nasdaq will be closed July 3 for Independence Day observed. Regular trading hours are 9:30 a.m. to 4 p.m. Eastern.
3 July 2026
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Taiwan Semiconductor

NYSE: TSM 96 / 100
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Constellation Energy

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American International Group

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