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Cloud Infrastructure

All articles tagged with #cloud infrastructure

AI Data Center Build-Out: Which Stock Stands Out Now
business13 days ago

AI Data Center Build-Out: Which Stock Stands Out Now

SA’s feature frames the AI data-center build-out as a multi-year, cyclical trend and surveys a range of leaders across chips, power and infrastructure—Micron, Talen, Vistra, GE Vernova, Siemens Energy, Nebius, CoreWeave, Applied Digital and Iren. It notes Nebius’ growth edge through Nvidia partnerships, CoreWeave’s scale and Nvidia integration (with margin pressure), Applied Digital’s energy efficiency and predictable revenue, and Iren’s renewable-energy moat. Investors should weigh cyclicality, capital expenditure and debt, and valuation when choosing among growth, stability, or energy-led plays.

via Seeking Alpha|
#ai-data-centers#business#cloud-infrastructure
business1 month ago

CoreWeave Posts Record 2025 Revenue Backlog as AI Cloud Expands

CoreWeave reported strong Q4 2025 and full-year results, with revenue of $1.57B in Q4 and $5.13B for 2025, and a net loss of $452M for Q4 and $1.17B for the year due to interest expense and non-GAAP adjustments. Adjusted EBITDA reached $898M in Q4 and $3.09B for the year. Revenue backlog grew to $66.8B, underscoring strong demand visibility as the company expands its AI cloud footprint. CoreWeave added about 260 MW of capacity (now >850 MW) and has ~3.1 GW of contracted power, completed its IPO in March 2025 (Nasdaq: CRWV), and pursued acquisitions (Monolith, Marimo) and partnerships to broaden its platform, including federal offerings.

via CoreWeave|
#acquisitions#ai-cloud#business
Oracle Lines Up $45-50B Financing Drive to Grow Cloud Infrastructure in 2026
business2 months ago

Oracle Lines Up $45-50B Financing Drive to Grow Cloud Infrastructure in 2026

Oracle announced a calendar-year 2026 plan to raise $45-$50 billion through a balanced mix of debt and equity—including an ATM equity program and mandatory convertible preferred securities—to fund expansion of its Oracle Cloud Infrastructure, with a one-time senior unsecured bond issue early in 2026 and no additional bonds that year, aiming to maintain an investment-grade balance sheet as it serves large cloud customers.

via PR Newswire|
#business#cloud-infrastructure#debt
technology2 months ago

NVIDIA and CoreWeave Expand Collaboration to Accelerate Global AI Factory Buildout

NVIDIA and CoreWeave broaden their alliance to speed the buildout of more than 5 gigawatts of AI factories by 2030, with NVIDIA investing $2 billion in CoreWeave to finance land, power and shell, and to deploy multiple generations of NVIDIA infrastructure across CoreWeave’s platform while validating SUNK and Mission Control software for potential inclusion in NVIDIA’s cloud reference architectures, meeting rising enterprise demand for AI workloads.

via CoreWeave|
#accelerated-computing#ai-factories#cloud-infrastructure
Microsoft 365 and Azure Services Experience Major Outages in North America
technology6 months ago

Microsoft 365 and Azure Services Experience Major Outages in North America

Microsoft 365 services in North America experienced a brief outage caused by a network infrastructure misconfiguration, highlighting the vulnerabilities of cloud services to configuration errors. The issue was quickly resolved after rerouting traffic, but it raised concerns about the resilience of cloud infrastructure and the risks of relying heavily on cloud services. Microsoft is analyzing policies to improve future resilience.

via theregister.com|
#cloud-infrastructure#microsoft-365#network-misconfiguration
Oracle's Strategic Moves Boost Cloud, AI, and Semiconductor Partnerships
technology7 months ago

Oracle's Strategic Moves Boost Cloud, AI, and Semiconductor Partnerships

Oracle is rapidly expanding its cloud infrastructure business, driven by Larry Ellison's leadership and strategic focus on AI workloads, with projections of significant revenue growth and a shift towards AI training and inferencing, positioning itself as a key player against hyperscalers despite high capital expenditures and uncertain returns.

via MarketWatch|
#ai-infrastructure#cloud-infrastructure#larry-ellison
Oracle Stock Surges on AI Cloud Growth and Optimistic Forecasts
business7 months ago

Oracle Stock Surges on AI Cloud Growth and Optimistic Forecasts

Oracle's stock surged 25% after reporting a strong increase in its AI cloud backlog, with remaining performance obligations soaring 359% to $455 billion, despite missing earnings and revenue estimates for Q1. The company expects significant growth in its cloud infrastructure revenue driven by large multibillion-dollar contracts and AI demand, positioning it as a challenger to Amazon and Microsoft in cloud services.

via Investor's Business Daily|
#ai-cloud#backlog#business
Oracle Shares Surge on Strong Cloud Revenue Outlook
business7 months ago

Oracle Shares Surge on Strong Cloud Revenue Outlook

Oracle's stock surged nearly 26% after announcing four multibillion-dollar cloud contracts and a significant increase in remaining performance obligations, signaling strong future growth despite slightly missing quarterly revenue and earnings estimates. The company projects substantial revenue growth in its cloud infrastructure segment, driven by AI demand and large deals, with expectations to exceed $500 billion in RPO and reach $144 billion in cloud revenue within five years.

via MarketWatch|
#ai-opportunities#business#cloud-infrastructure