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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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03.07.26 - 09:06
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Turn Cloud shifts to AI infrastructure (Digitimes)
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Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider for physical spaces, as demand for digital transformation across real-world venues continues to rise. The company says its new Tomorrow Space (TSpace) architecture will anchor its next phase of growth....
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03.07.26 - 08:30
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AI computing stock panic over Meta cloud rumour ′erroneous′, analysts say (SCMP)
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A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday.
Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units.
Shares of alternative cloud companies......
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03.07.26 - 05:06
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Meta′s reported cloud push fuels debate over AI chip demand (Digitimes)
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Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could signal either excess AI infrastructure spending or a broader push to monetize capacity, with implications for cloud AI demand, chip purchases, and the pace of industry investment worldwide....
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