cloud

Mag 7 miracle: S&P 500 hits record highs on cloud bloom, AI and cloud rally adds roughly $4 trillion in market value across Big Tech

Alphabet and Microsoft lead strong Q1 recovery as cloud revenue surges… AI infrastructure spending arms race adds $4 trillion in market value… Amazon leads gains while analysts flag divergence from industrial fatigue… Investors monitor Elon Musk lawsuit against OpenAI naming Microsoft as defendant… Alphabet shares surged as Google Cloud crossed the $20B quarterly milestone with …

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Irishman David Roche: “We are going to run out of fuel in the global economy, and the markets are in cloud cuckoo land.”

Irishman David Roche see’s what’s coming: “We are going to run out of fuel in the global economy” “The markets are in cloud cuckoo land” “We are moving beyond initial inflationary affects to the second stage where there is no gas to price” “Within a few months we will be in an economy which has …

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Microsoft ready to sue after OpenAI’s massive $138B Amazon cloud deal allegedly bypasses Azure exclusivity

MICROSOFT ABOUT TO SUE OPENAI & AMAZON >be microsoft >invest $1B in openai >gets exclusive azure cloud deal >invest another $10B+ >gets rights to 49% of profits +IP >Azure goes brrrrrr >Altman lies to board, quietly launches ChatGPT >board fires him for being a lying manipulative snake >Satya goes to war for Altman. saves his …

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Western Digital says 2026 HDD capacity 100% sold out, hyperscaler AI data center cloud 89% of revenue, consumer 5%, long term deals to 2028

Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about …

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Airbus moving critical systems data away from Google cloud over security concerns

European aerospace corporation Airbus has decided to move critical digital systems away from Google’s cloud services. Company executives say the decision is driven by security and data sovereignty concerns linked to US jurisdiction over sensitive industrial information. The decision comes as Google faces a class-action lawsuit in the US over alleged privacy violations linked to …

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Microsoft cuts off Israeli military unit’s access to cloud service after investigating claims of mass surveillance

https://www.nbcnews.com/tech/tech-news/microsoft-ends-israel-military-units-access-cloud-service-rcna233723 Microsoft has cut off some services to a unit in Israel’s Defense Ministry after investigating allegations that it was using Microsoft cloud products for the mass surveillance of Palestinians. In a blog post published Thursday, Microsoft President Brad Smith said the move came after reviewing an Aug. 6 report from The Guardian that said …

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Facebook is testing a feature that uploads your entire camera roll for “cloud processing.” Some users even found it enabled without consent.

Meta AI could already be scanning your private photos. Facebook is testing a feature that uploads your entire camera roll for “cloud processing.” Some users even found it enabled without consent. Once active, Meta can analyze faces, IDs, and sensitive data. 1/2 pic.twitter.com/zlq4T2wuGn — Proton Drive (@ProtonDrive) September 8, 2025 Meta AI could be scanning …

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Microsoft signs $20 bn AI cloud power deal with Nebius, the firm that spun out from Russian internet giant

Microsoft has signed a deal with Nebius, the firm that spun out of Russian internet giant Yandex last year, to get artificial intelligence (AI) cloud computing power for the next seven years that could be worth nearly $20 billion. The Microsoft-Nebius deal is worth $17.4 billion and will run till 2031 but the terms allow …

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Nvidia sidelined, Alibaba crowned in Beijing’s chip power play. Alibaba Cloud is chasing AWS

Alibaba’s chip announcement isn’t an upgrade. It’s a message. “China’s Alibaba has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks” (US News). The design runs Nvidia’s software stack but comes out of a Chinese fab, not Taiwan. That’s insulation …

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Actress Justine Bateman Says Trump Victory Removed ‘Suffocating Cloud’ on Free Speech: ‘We Went 1984 on Ourselves’ Under Biden

Watch the latest video at foxnews.com “Author and filmmaker Justine Bateman expressed optimism for the country following President-elect Donald Trump’s historic victory, saying it felt like a cloud had been lifted. “I feel good. I feel great, in fact,” Bateman told Fox News Digital in an interview. “I feel like there was this kind of …

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US FTC plans to investigate Microsoft’s cloud business

Nov 14 (Reuters) – The U.S. Federal Trade Commission is preparing to launch an investigation into anti-competitive practices at Microsoft’s (MSFT.O), opens new tab cloud computing business, sources familiar with the matter told Reuters on Thursday. The agency is examining allegations that the software giant is potentially abusing its market power in productivity software by …

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Saudi Arabia expands cloud seeding program.

Saudi Arabia is readying an expansion of its cloud-seeding program, a controversial effort to boost rainfall over its parched territory, the country’s deputy environment minister said in an interview. Riyadh has assembled a team of domestic and international researchers and learned vast amounts from its early efforts at cloud-seeding, Osama Ibrahim Faqeeha said, speaking in …

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Secular Tech recession looms: Cloud bubble bursts, mega cap Tech faces overvaluation and poor earnings performance.

I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and encompasses the last manic AI melt-up phase. Which will… pic.twitter.com/8Bbv8hmzj9 — Mac10 (@SuburbanDrone) August 13, …

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Alphabet Beats Revenue Estimates Buoyed by Cloud, Pays Dividend, Stock Skyrockets 13%

Cloud services revenue rose 28% to $900 million in quarter Company announces 20-cent dividend, $70 billion share buyback Alphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit. The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, …

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Rumble to Build Cloud Service to Fight Censorship

By Martin Armstrong  The video-sharing platform Rumble is set to launch a new cloud service, which they deem a service for the “free and open internet.” Global governments are increasingly cracking down on what videos may or may not be viewed by the public. Censorship is a major problem in every nation as our access …

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Google Cloud Launches New AI-powered Anti-Money-Laundering Product For Big Banks

by Chris Black Well, you’re beginning to see AI is poised to become the next ‘big brother,’ which could explain why banks and governments are advocating for a cashless society.  Money laundering is a major issue for financial institutions.  Banks have long relied on humans to monitor rules-based systems that detect suspicious transactions. These legacy systems …

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