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News

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sekbernews.id > en > ai-capex-boom-hyperscalers-neoclouds

The AI Capex Boom: Big Tech Hyperscalers vs. Neoclouds

15+ hour, 1+ min ago   (244+ words) These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later…...

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sekbernews.id > en > amazon-advertising-growth-2026

Amazon Reports Strong Growth in Advertising Segment in 2026

17+ hour, 15+ min ago   (194+ words) Amazon's advertising services generated more than $17 billion in net sales during the first quarter of 2026, accounting for about 9.5% of the company's total revenue, as reported by Detik Finance. This segment grew 24% year-over-year on a trailing 12-month basis, significantly outpacing Amazon’s…...

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sekbernews.id > en > alphabet-revenue-soars-cloud-backlog-expands

Alphabet Revenue Soars to 119.8 Billion as Cloud Backlog Expands

23+ hour, 31+ min ago   (254+ words) Google parent Alphabet Inc. reported a 24 percent surge in second-quarter revenue to $119.8 billion on Wednesday, up from $96.4 billion a year earlier, as reported by Detik Finance. Driven by strong demand for artificial intelligence infrastructure, net profit jumped to $112.1 billion. Broad-based…...

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sekbernews.id > en > coreweave-and-datadog-present-contrasting-ai-investment-paths

CoreWeave and Datadog Present Contrasting AI Investment Paths

1+ day, 2+ hour ago   (220+ words) CoreWeave experienced explosive revenue growth through early 2026, driven by intense demand for specialized computing infrastructure tailored to artificial intelligence workloads. The company secured a multi-billion dollar term loan facility in May 2026 to support its expansion. However, CoreWeave continues to face…...

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sekbernews.id > en > company-revenue-growth-ai-connectivity

Company Reports Revenue Growth and Expands AI Connectivity Services

1+ day, 5+ hour ago   (170+ words) The company noted a transition to higher quality net additions by eliminating zero-revenue lines and achieving a 15% reduction in promotional acquisition costs. Convergence remains a strategic priority, with 58% of broadband customers also subscribing to mobility services, leading to materially lower…...

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sekbernews.id > en > verizon-google-dark-fiber-deal

Verizon Signs $1B Dark Fiber Deal With Google for AI Centers

1+ day, 7+ hour ago   (218+ words) sekbernews.id Verizon Communications has secured a dark fiber agreement worth more than $1 billion with Alphabet's Google on Friday to supply connectivity for artificial intelligence data centers, as reported by Detik Finance Under the terms of the contract, Verizon will…...

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sekbernews.id > en > big-tech-ai-capex-reaches-730-billion

Big Tech AI Capex Reaches $730 Billion Amid Return Concerns

1+ day, 16+ hour ago   (191+ words) sekbernews.id Four major hyperscalers are set to spend approximately $730 billion on artificial intelligence infrastructure in 2026, as reported by Detik Finance Despite this staggering expenditure, Wall Street is growing increasingly cautious about when these investments will yield sustainable financial returns....

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sekbernews.id > en > amazon-vs-microsoft-better-investment

Amazon vs. Microsoft: Which Cloud Giant Is the Better Investment?

2+ day, 1+ hour ago   (180+ words) Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the two biggest names in cloud computing. Their computing platforms have attracted a ton of new clients and are expanding their agreements with many established ones. This is leading to soaring revenue…...

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sekbernews.id > en > amazon-stock-drops-tech-ai-spending

Amazon Stock Drops as Big Tech AI Spending Concerns Mount

2+ day, 28+ min ago   (215+ words) sekbernews.id Amazon shares dropped roughly 4.6% on Thursday as market anxiety mounted over surging artificial intelligence capital expenditures across major technology companies, as reported by Detik Finance The broader market downturn affected all of the Magnificent Seven megacap stocks following…...

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sekbernews.id > en > mizuho-maintains-outperform-rating-oracle

Mizuho Maintains Outperform Rating for Oracle Stock

2+ day, 4+ hour ago   (239+ words) sekbernews.id Mizuho analyst Siti Panigrahi reiterated an Outperform rating and a $320 price target for Oracle on July 21, projecting the stock could rise approximately 164% despite a 38% drop since the start of 2026, as reported by Detik Finance The bank pointed out…...