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AI-driven automation tools threaten IBM’s legacy services, pressuring Microsoft and Amazon’s cloud businesses amid sector-wide competition and margin erosion. Despite challenges, IBM’s AI and hybrid …
Oracle's strong Q2 earnings beat were overshadowed by weaker guidance and rising cloud investment costs, dragging down rival MSFT and NVDA amid AI sector concerns. Oracle’s heavy cloud shift and fina…
GOOGL shares surged 78.9% in a year, driven by AI advancements and cloud growth. Despite strong revenue growth and new enterprise deals, capacity constraints and premium valuation create near-term ch…
Alphabet's Google Cloud forms a new European advisory board, aiming to strengthen its regional presence and foster local partnerships.
Commencis was named an AWS Premier Tier Partner, highlighting expanded AWS expertise and cloud services; the milestone supports AWS ecosystem growth but is unlikely to materially move Amazon's stock.
Oracle unveils aggressive cloud expansion: OCI revenue +55% in Q1, targets $18B OCI in FY2026 and $144B in five years, $455B AI-driven backlog and $35B CapEx for 37 data centers; risks include heavy …
Oracle raised OCI revenue growth outlook to 77%, signed four multi-billion contracts, and reported 12% revenue growth to $14.93B; shares jumped 13% after hours as AI-driven cloud demand accelerates.
Absa Group partners with Amazon Web Services to accelerate cloud migration in South Africa, expanding AWS's regional presence and potential long-term revenue.