All articles tagged with #cloud computing
Framework CEO Nirav Patel warns that RAM shortages and global supply-chain woes are pushing the PC industry toward cloud-first computing, meaning the computer in the cloud now outsizes the computer in the hand and ownership may become costlier or subsumed by subscriptions; he also teases a Linux-oriented Framework device as RAM/SSD prices continue to rise.
Applied Digital posted Q3 2026 revenue of $126.6M (up 139% YoY) with a net loss of $100.9M; adjusted revenue was $108.6M and adjusted EBITDA $44.1M. The company advanced its Delta Forge and Polaris Forge campuses, secured a $100M Macquarie DevCo facility, and completed a $2.15B private notes offering to fund Polaris Forge 2. It restructured leases with CoreWeave for stronger debt security and announced a cloud-business merger with EKSO Bionics to form ChronoScale, targeting long-term NOI growth toward $1B. HPC hosting and Data Center Hosting drove growth, with cash of about $2.1B and total debt of $2.7B.
Oracle reportedly cut 20,000–30,000 employees (about 18% of its 162,000-strong workforce) across the US, India, Canada and Mexico as part of a restructure to fund a large AI data-center build. Termination emails and system access were severed around 6 a.m.; Oracle hasn’t officially confirmed totals. TD Cowen estimates the cuts would free $8–$10 billion in cash flow to support roughly $156 billion in AI infrastructure capex, backed by $45–$50 billion in 2026 debt/equity financing. The company posted a 95% jump in net income last quarter and $523 billion in remaining performance obligations, signaling a capital-intensive bet despite strong profitability. Oracle has yet to comment publicly.
Elon Musk’s plan to deploy AI data centers in space within 30 months could spark a SpaceX-driven monopoly and potentially boost its IPO–valuations ($80B–$1T) in 2026, but faces major technical and cost hurdles—radiation damage, extreme cooling challenges in vacuum, and prohibitive launch/operational costs—while Alphabet pursues a parallel effort (Project Suncatcher); the concept could upend cloud computing, yet profitability and geopolitical considerations remain significant risks.
Amazon Web Services reported a second disruption in the Middle East this month, with Bahrain’s cloud services affected by drone activity tied to the Iran war and a plea for workloads in the region to be migrated to other locations. Earlier strikes also hit UAE facilities, marking the first time U.S. tech data centers were targeted in military action as regional tensions escalate.
Meta has signed a five-year deal to spend up to $27 billion with Netherlands-based Nebius for dedicated and additional AI infrastructure capacity, as Meta plans up to $135 billion in AI-related capex this year amid a wave of hyperscaler investments. Nebius will deploy Nvidia’s Vera Rubin chips across multiple locations, signaling Nebius’s growth as a European AI cloud player and following past deals with Microsoft and Nvidia.
Global AI spending is projected to reach $2.52 trillion in 2026, up 44% year over year as enterprises invest in AI infrastructure. The Motley Fool highlights Nvidia, TSMC, and Microsoft as long‑term AI leaders: Nvidia wins with GPUs and real-time inference, TSMC dominates advanced chip manufacturing, and Microsoft monetizes AI across Azure, Copilot, and enterprise tools, setting up a decade of growth.
The Motley Fool argues that Micron and Palantir are currently richly valued AI plays, but Alibaba could emerge as the standout AI stock to outsize both in value by 2027 due to growth in cloud services and AI offerings, supported by ongoing AI investments and a compelling valuation today.
Amazon plans to deploy Cerebras' giant wafer-scale AI chips to accelerate its AI model training and inference, signaling a major hardware move to speed AI workloads in its cloud services.
The Motley Fool argues that, with AI infrastructure expanding, a $1,000 investment could be well-placed in Amazon (AWS) and Taiwan Semiconductor Manufacturing (TSMC): Amazon benefits from rapid AWS cloud growth, AI-focused capex, and its own silicon strategy, while TSMC remains essential to AI hardware with strong 2025 momentum and ongoing capacity expansions; the piece also notes Stock Advisor’s top stock picks and that Amazon wasn’t among the latest 10, prompting investors to weigh these ideas alongside broader recommendations.
Oracle shares jumped after a strong fiscal Q3 that underscored robust AI cloud demand and a recalibration of its financing plans. CEO Magouyrk reiterated the bring-your-own-hardware model and said no additional 2026 bonds will be issued beyond previously announced plans, with up to $50 billion in 2026 raised via debt and equity. Q3 cloud revenue (infrastructure and SaaS) reached $8.9 billion, up 44% year over year, and Oracle has secured more than $29 billion of AI-related contracts, while delivering 90% of its 400 MW data centers on or ahead of schedule. Despite the optimism, the stock remains about 15% lower year to date.
Oracle is due to report Q3 FY26 on March 10 amid fears about AI disruption and high debt, but analysts see substantial upside with Guggenheim’s John Difucci targeting a $400 price (about 161% upside) and the Street averaging roughly 75% upside over the next 12 months, driven by OCI growth, rising AI compute demand, and large cloud deals as investors await earnings details on cloud and data-centre expansion.
An opinion-piece arguing Microsoft has eroded Windows’ consumer value by pushing AI features, cloud bets, and forced updates, while reliability and privacy issues (Recall’s privacy risk, TPM 2.0 upgrade barriers, and buggy security patches) drive a growing trust deficit. With Windows 10 support ending and Windows 11 adoption wavering, users are pausing recommendations of Windows in favor of macOS or Linux, even as Windows remains technically practical for many. The piece portrays Microsoft’s shift toward Azure/AI as diverting resources away from end-user experience, suggesting a longer-term risk to Windows’ dominance.
Alphabet and Nvidia are the two leading AI stocks discussed, with Alphabet’s cloud backlog jumping 55% QoQ to $240B and Google Cloud revenue up 48% YoY to $17.7B, offering a durable, diversified growth engine, while Nvidia’s data-center revenue rose 75% YoY to a record $62.3B (full-year $215.9B) with very high margins but a more cyclical, richly valued profile. The article argues that over a 10-year horizon Alphabet provides a better risk-adjusted path thanks to its cloud growth, consumer ecosystem, and lower valuation multiple, despite Nvidia’s momentum and AI hardware dominance.
Nvidia, Amazon, and Alphabet are highlighted as the top mega-cap AI stocks to buy after February's tech pullback, citing ongoing AI demand, cloud-growth momentum (AWS and Google Cloud), and lower valuations that create buying opportunities for these leaders.