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30.01.26 - 01:00
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Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud (Digitimes)
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Huawei is expanding its public cloud business across overseas markets, refining its partner strategy, and advancing its "platform plus ecosystem" model in Asia-Pacific. The company said that by the end of 2025, Huawei Cloud had more than 40 master distributors and over 50 cloud service provider partners outside China, serving over 4,000 customers globally. In the Asia-Pacific region, the company has become the region's fastest-growing public cloud provider, supported by service teams in more than 10 locations....
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29.01.26 - 20:48
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Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth (Bloomberg)
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Microsoft shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. Goldman Sachs Analyst Gabriela Borges discusses why she is keeping a "buy" rating on the stock with Caroline Hyde and Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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29.01.26 - 14:42
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SAP CEO on Future of SAP, Cloud (Bloomberg)
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SAP CEO Christian Klein speaks with "Bloomberg: The Opening Trade" about the company's results and how AI has become a key driver for growth at SAP. He discusses his optimism in 2026 outlook for the cloud software firm. He also says that despite more market exuberance for chip and hardware firms recently, as opposed to software firms like SAP, he sees the true value creation for AI in the apps layer. (Source: Bloomberg)...
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29.01.26 - 14:42
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SAP Shares Plunge Most Since 2020 As Cloud Backlog Miss Amid AI Worries (ZeroHedge)
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SAP Shares Plunge Most Since 2020 As Cloud Backlog Miss Amid AI Worries
SAP SE shares in Europe plunged the most since late 2020, as Wall Street analysts told clients the enterprise software company's 2026 guidance appeared underwhelming relative to elevated expectations.
The 25% growth in the current cloud backlog on a constant-currency basis was not enough to spark investor enthusiasm.
As a result, shares in Frankfurt plunged 11% to 174.88 - the largest intraday decline since Oct. 26, 2020.
Shares are now at their lowest level since mid-2024.
Klein told investors during third-quarter earnings in October that 25% growth would be viewed as a "disappointment."
He has shifted SAP away from traditional on-premise software licenses toward cloud-based subscription offerings. The move was initially applauded by investors and helped propel the stock to a record high last year. More recently, however, the rise of AI-powered programming tools has sparked new concerns about what this new com...
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29.01.26 - 13:06
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China′s cloud giants race to support Moltbot, the ′AI that actually does things′ (SCMP)
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China's artificial intelligence hyperscalers have quickly added cloud support for Moltbot, formerly known as Clawdbot, an open-source AI agent that has exploded in popularity globally.
Billed as the “AI that actually does things”, Moltbot's ability to autonomously execute tasks without the user directing each action has caused waves in the global developer community, briefly lifting shares of US web infrastructure giant Cloudflare in pre-market trading on Tuesday before they later......
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29.01.26 - 10:06
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Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus (Digitimes)
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Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI businesses. FII highlighted that in 2025, cloud service provider (CSP) related operations will become the main growth driver, especially as AI servers and high-performance general-purpose servers ramp up. This expansion in cloud product lines not only fuels rapid revenue growth but also significantly enhances FII's product mix and profitability structure....
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