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09.07.26 - 20:18
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Meta′s Zuckerberg Says Exploring AI Cloud Business Makes Sense (Bloomberg)
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Meta Platforms Inc. needs all the computing power it can get, Chief Executive Officer Mark Zuckerberg said, but in a market starved for resources necessary to run and develop artificial intelligence products he's also considering whether some of Meta's AI infrastructure could be more valuable if rented to outsiders....
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08.07.26 - 23:24
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MNTN CEO Skeptical of Meta′s Ambitions to Compete in Cloud Infrastructure (Bloomberg)
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Mark Douglas, CEO of the ad tech company MNTN, discussed Meta's reported ambitions to expand beyond advertising into cloud infrastructure. Douglas expressed skepticism about Meta's ability to compete with established cloud providers like AWS and Google Cloud, citing high switching costs for customers and Meta's lack of excess AI infrastructure capacity to monetize. He speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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08.07.26 - 14:01
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2.400 Megawatt Fantasie: Diese Cloud-Aktie könnte Prognosen sprengen (Ariva)
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Oracle investiert massiv in Cloud-Kapazitäten. Piper Sandler sieht für 2027 ein Milliarden-Potenzial und einen möglichen Extra-Schub für die Aktie. Oracle könnte mit seiner Cloud-Infrastruktur im Geschäftsjahr 2027 besser abschneiden als bislang erwartet. Davon geht Piper Sandler aus. Die Bank sieht Spielraum dafür, dass die stark steigenden Investitionen schneller in Umsatz münden. Analyst Billy Fitzsimmons verweist auf ......
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