Browse Category

Cloud Computing News 25 September 2025 - 17 October 2025

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

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
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
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
1 6 7 8 9 10
Go toTop