Cloud Computing

Akamai’s $11.6B Anthropic Deal Comes With $5.5B Capex

Akamai's $11.6 billion Anthropic contract looked like a clean AI-cloud victory when the news crossed. The shareholder math is less…

6 days ago

Oracle’s backlog hit $664 billion. It sold $20 billion of stock to build it

Oracle opened Friday at $164.43, traded as high as $166.00, and closed at $150.28. Nothing happened in between except that…

3 weeks ago

GPT-5.6 on Bedrock: Enterprise Cost Test

Amazon’s strongest economic claim for running GPT-5.6 through Bedrock is not that the models are cheaper. It is that the…

3 months ago

AWS Puts SageMaker GPU Decisions Behind a Guided UI

Article BriefKey Takeaways4 Points24s Read01The launch-AWS added a guided SageMaker Studio workflow for generative AI inference recommendations, from workload selection…

3 months ago

Alibaba Stock Jumped 11% While Wall Street Cut Targets — Both Are Right

Article BriefKey Takeaways5 Points30s Read01The move-Alibaba's US shares rose about 11% on July 8 to $108.98 — the best day…

3 months ago

Amazon Stock: The 20% AWS Price Hike That Answers Meta’s Cloud Play

Two things about the price of artificial intelligence became true on Wednesday, July 1, 2026, and they point in opposite…

3 months ago

Nebius Lost $12 Billion in a Day. Meta’s Cloud Plan Explains Why

Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day…

3 months ago