60 stories tagged with #cloud, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
AWS says acute server memory shortage is driving customers to the cloud
: When you can't get 'em with a 'transformation plan,' supply chain pain will do the job…
Winter's end is written in the clouds over Alaska
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users (Cloudflare)
Cloudflare : Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users — Coding agents are great …
I over-engineered my simple AI backend: distillation, router, embedding etc.
I have extensively edited this article after an LLM agent combed through my codebase and prepared the initial draft.…
'It’s very unusual for business to grow this fast': Even Amazon CEO Andy Jassy is surprised at AWS cloud success — and AI domination is next
AWS just had its best growth rate in 15 quarters, and at 28%, it's propping up total Amazon revenue by quite a margin.…
Survey says no, American workers are not keen on Microsoft's AI
: Lock-in worries threaten to dampen the E7 launch party…
Alphabet pops, Meta tanks as each company raises capex spend
Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.…
Microsoft: Everyone Sees CapEx, Few See The Strength In AI Growth
Microsoft Corporation’s AI CapEx is squeezing free cash flow, but cloud demand is accelerating. Click here to read this earnings analysis of MSFT stock.…
US economy grows 2% in January–March; Iran war clouds outlook
The economy also recovered from last autumn’s 43-day federal shutdown.…
Microsoft shares slide: Delivers beat but OpenAI exposure and capex cloud outlook
Alphabet: Cloud Is On Fire
Alphabet (GOOG) Q1 update: Cloud revenue +63% on AI/Gemini, big op-income gains, higher CapEx guidance and 25.7x P/E—read the bullish outlook.…
Alphabet Q1 2026: AI Isn't Killing Search, It's Making It Unstoppable
Alphabet Inc. Q1 2026 recap: Search +19% and Cloud +63% with $462B backlog and 33% margin. Click for this GOOGL earnings update.…
Barlow’s Research Roundup: Scotiabank analyst sees Brookfield Infrastructure Partners as undervalued
Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow…
Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year — analyst says bear thesis is 'garbage'
Microsoft's CFO attributed $25 billion of its record capex budget to rising memory chip prices.…
Microsoft Q3: $190B CapEx Looks Scary, But 40% Azure Growth Says Otherwise
Microsoft delivered a strong fiscal Q3, with revenue and EPS beating expectations, while Azure grew 40% year-over-year, outperforming guidance and...…
Microsoft Q3: 30% Discount Happens Rarely, I'm Buying
Microsoft Corporation posts a record quarter on surging AI and cloud growth; revenue $82.9B and AI run-rate $37B. Click for this MSFT stock earnings update.…
It’s Gonna Be May: 16 Games Hit the Cloud This Month, With More NVIDIA GeForce RTX 5080 Power
RTX 5080 power expands across the Ready-to-Play library, in time for AAA launches 'Forza Horizon 6' & '007 First Light' and 16 new titles in May.…
Microsoft: The Best AI Bet Post Earnings
Microsoft Corporation surged on strong earnings: revenue +18% and Azure +40%. Click for this MSFT earnings update.…
Microsoft forced to up AI spending by $25 billion to cover hardware price rises — says it 'remains confident in the return on these investments'
Microsoft expects a $190 billion capex in fiscal 2026, but around $25 billion of that is believed to come from rising costs.…
Victim of AI agent that deleted company's entire database gets their data back — cloud provider recovers critical files and broadens its 48-hour delayed delete policy
But there's not been any such statements from Cursor or Anthropic (Claude).…
Lens Agents: Governing AI Agents Across Desktop, Cloud, and On-Prem
Introducing Lens Agents — the governed platform for running AI agents on enterprise systems. Any agent. Any model. Any environment. Your rules.…
Is tech's AI spending working?
A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence.…
Oracle: Why The Market Ignores A $553 Billion Backlog
Oracle (ORCL) stays a Buy as AI cloud demand fuels a record $553B backlog and rapid growth.…
Benchmark: Cloudflare WAF 3.0 vs. AWS WAF 2026 vs. ModSecurity 3.0 Request Blocking Accuracy
In 2025, a single false negative in a web application firewall (WAF) cost a mid-sized SaaS provider...…
Alphabet's Blowout Quarter Confirms AI Dominance Is Just Beginning
Alphabet is rapidly transforming from a mature ad business to a dominant AI infrastructure leader. Click here to read an analysis of GOOG stock now.…
CGI partners with Cleura to expand Nordic sovereign cloud services
How to Build a Multi-Cloud Storage Layer with Cloudflare R2 and AWS S3 Using Pulumi 3.120
Cloud egress fees cost enterprises $62 billion in 2024, with AWS S3 egress alone accounting for 38%...…
Google Cloud pulls ahead as Big Tech’s AI bet swells to $700 billion
Why businesses are shifting from cloud to on-prem amid the agent boom
As AI becomes more embedded, it may be a cost burden for businesses…
Excalidraw for cloud architecture that actually deploys
GCP Has No Automatic Kill Switch for Leaked API Keys. Here's What I Built.
And what you can do right now to protect yourself — whether you use my tool or not. I kept seeing...…
I've been running some of the biggest open-weight LLMs for free on Nvidia's cloud
You can use big models for free, though there aren't any promises on speed.…
Exposed Data Illustrates the Nightmare Scenario for a Stalkerware Victim
Extremely sensitive personal data from a European celebrity that appears to have been compiled using spyware was publicly accessible until a researcher flagged the exposure.…
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Amazon’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sport…
Claude Skills Fail Silently. Here Is My Solution.
"Three structural wounds that prose skills cannot fix. 12 lifecycle skills that do. Install in 30...…
What to expect from Google I/O 2026
As always, the event will be heavy on the AI.…
Three Mastodon issues because of Cloudflare Bot protection
I noticed some time ago that three Mastodon features had stopped working on my blog. Each of them...…
The best cloud phone systems of 2026: Expert tested and reviewed
I tested the best cloud phone systems hands-on, compared pricing, AI features, and real user feedback to help you pick the right one for your team.…
Agents can now create Cloudflare accounts, buy domains, and deploy
Starting today, agents can now be Cloudflare customers. They can create a Cloudflare account, start a paid subscription, register a domain, and get back an API token to deploy code…
Alphabet Earnings: AI Propels Business Across Segments, Cloud Is Brightest - Morningstar Canada
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
KeyBanc raises Alphabet stock price target on cloud momentum
Pivotal Research raises Alphabet stock price target on strong cloud growth
Pivotal Research raises Alphabet stock price target on strong cloud growth…
Alphabet stock gains on strong results, William Blair reiterates Outperform
Alphabet stock gains on strong results, William Blair reiterates Outperform…
Microsoft levels up Azure Local to make it fit for large-scale sovereign clouds
: Can now use SANs for storage, and adds a local control plane and key management…
Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)
From Financial Times. View the full context on Techmeme.…
Amazon reports increased 1Q profits and net sales fueled by cloud computing demand
Amazon is reporting increased profits and net sales during its fiscal first quarter, helped by surging growth in its prominent cloud computing unit…
China’s top airlines swing to Q1 profit, fuel costs cloud outlook
Winter’s End Is Written in the Clouds
As winter turned to spring, the skies over the Gulf of Alaska displayed textbook examples of numerous cloud formations.…
Google to sell its TPUs to some customers, who also fancy big-G GPUs
AI is driving more searches and ads Google Cloud will start selling its custom tensor processing units to some customers, because they want them and the search giant wants to diver…
Infrastructure Spend in the AI Era
At a recent industry event, conversation turned – as it always seems to these days – to the economics of the AI buildout. It’s no secret that the AI race has involved massive and e…
FDA launches a pilot using AI and cloud computing to give the agency a "direct data feed" to real-time clinical data, aiming to shorten drug approval timelines (Frank Konkel/Nextgov/FCW)
Frank Konkel / Nextgov/FCW : FDA launches a pilot using AI and cloud computing to give the agency a “direct data feed” to real-time clinical data, aiming to shorten drug approval t…
Google Cloud revenue is now 18% of Alphabet’s business. Is this the beginning of the end of Google’s search identity?
Search and advertising have been central to Google's identity and business from Day One. The booming demand for AI may be changing that.…
Microsoft lifts 2026 AI spend by $25B to cover component price rises
: Will write checks for $190 billion and even those megabucks may not satisfy demand…
Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off
Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors don’t like it.…
Investors still trust Google more than Meta when it comes to spending their money on AI
Alphabet and Meta both boosted their capex guidance in their first-quarter earnings reports, but Wall Street viewed one much more favorably than the other.…
Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service
Amazon plans to sell Trainium AI chips to external customers, putting the cloud giant in competition with Nvidia, a major supplier.…
Extreme Networks, Inc. (EXTR) Q3 2026 Earnings Call Transcript
Extreme Networks, Inc. (EXTR) Q3 2026 Earnings Call April 29, 2026 8:00 AM EDTCompany ParticipantsStan KovlerKevin Rhodes - Executive VP of Finance &...…
Amazon’s cloud business is surging — and so is its capital spending
The e-commerce giant is making more money than expected from AWS but it's also spending a lot, and will continue to do so in the near term, its chief executive said.…
Google Gives OpenAI 20 Billion Reasons To Worry
Google posted giant revenue growth this past quarter and it was thanks to Gemini.…