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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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08.07.26 - 02:12
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Microloops revenue hits record on cloud server cooling demand (Digitimes)
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Taiwan Microloops Corp. said July 6 that June revenue reached a record NT$503 million, up 52.41% from May and 29.30% from a year earlier, driven by stronger demand for AI server cooling products and heavier pull-ins from a major cloud service provider customer. AI-related products now account for more than 70% of revenue, the company said....
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07.07.26 - 15:54
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Digitalbranche trotzt Flaute - KI und Cloud boomen weiter (DPA-AFX)
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BERLIN (dpa-AFX) - Die Digitalbranche in Deutschland wächst trotz der allgemeinen Wirtschaftsflaute weiterhin kräftig. Der Markt für Informationstechnik und Telekommunikation (ITK) werde in diesem Jahr voraussichtlich um 4,1 Prozent wachsen und ein Volumen ......
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06.07.26 - 03:00
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Meta′s AI cloud idea underscores a search for returns, not an AI retreat (Digitimes)
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Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slowdown....
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04.07.26 - 02:06
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SoftBank targets AI cloud market with 10GW US rental plan (Digitimes)
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SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing resources, aiming to challenge CoreWeave and Nebius in the fast-growing AI cloud market. The new unit, SB Neo, is scheduled to begin operations in fiscal 2027 (April 2027 to March 2028)....
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