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Google, Blackstone Launch $25 Billion AI Cloud Push
3+ day, 8+ hour ago (162+ words) Trading View Google, Blackstone Launch $25 Billion AI Cloud Push The new business is targeting 500 megawatts of computing capacity by 2027, with its data centers set to run on Google's in-house tensor processing units, or TPUs, which are designed to build and…...
Key facts: MSFT renews Open AI cloud license to 2032; EY-MSFT $1 B AI pact; TCI cuts MSFT to ~1%
3+ day, 14+ hour ago (183+ words) Trading View Key facts: MSFT renews Open AI cloud license to 2032; EY-MSFT $1 B AI pact; TCI cuts MSFT to ~1% - Microsoft extends cloud licensing deal with Open AI through 2032; Microsoft stays Open AI's primary cloud provider, but the license is no…...
Oracle Raises 2027 Revenue Target as AI Cloud Backlog Surges
3+ day, 15+ hour ago (222+ words) Oracle (ORCL, Financials) gave investors one of its strongest growth updates in years, but the stock has yet to fully reflect the company's shift toward artificial intelligence infrastructure. Revenue rose 22% year over year to $17. 2 billion in fiscal third-quarter 2026, while non-GAAP…...
Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
4+ day, 5+ hour ago (208+ words) Trading View Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500 The concern is not that Microsoft is missing the AI race. The concern is that the company's AI reset could take longer, cost more, and deliver lumpier results than…...
Deutsche Telekom To Build Sovereign Ai Platform For The German Federal Government
4+ day, 6+ hour ago (29+ words) Trading View Deutsche Telekom To Build Sovereign Ai Platform For The German Federal Government More news from Reuters...
Oracle's AI Backlog Surges as Cloud Growth Accelerates
4+ day, 7+ hour ago (222+ words) Oracle (ORCL, Financials) gave investors one of its strongest growth updates in years, but the stock has yet to fully reflect the company's shift toward artificial intelligence infrastructure. Revenue rose 22% year over year to $17. 2 billion in fiscal third-quarter 2026, while non-GAAP…...
ZAWYA: PRCA MENA launches first Strategic Advantage Report for communications industry
4+ day, 9+ hour ago (243+ words) PRCA MENA has launched the inaugural edition of its Strategic Advantage Report, bringing together analysis, forecasts and expert perspectives on the forces reshaping communication across the Middle East and North Africa. Developed exclusively for PRCA MENA members, the report examines…...
ZAWYA: Core42 raises $550mln from HSBC to scale global AI infrastructure
4+ day, 12+ hour ago (452+ words) Trading View ZAWYA: Core42 raises $550mln from HSBC to scale global AI infrastructure Abu Dhabi, United Arab Emirates: Core42, a G42 company specializing in sovereign cloud and AI infrastructure, today announced the successful arrangement of two structured trade finance facilities (the facilities) amounting to…...
NVDA Q1 Earnings Call Flags a Wider AI Infrastructure Push
4+ day, 13+ hour ago (1049+ words) NVIDIA Corporation NVDA used its first-quarter fiscal 2027 earnings call to push the story beyond another large beat. Management's central message was that AI demand is widening across hyperscalers, AI-native clouds, sovereign builds, enterprise deployments and the edge. That broader framing…...
OMDA: Recurring revenue growth and robust guidance highlight a stable Q1 2026 amid AI investment
4+ day, 13+ hour ago (78+ words) Trading View OMDA: Recurring revenue growth and robust guidance highlight a stable Q1 2026 amid AI investment Q1 2026 saw stable sales and growing recurring revenue, with EBITDA slightly down year-over-year. Guidance for 2026 is maintained, targeting NOK 500525 million in revenue and 2832% EBITDA margin, with…...