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30.10.26 - 05:06
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Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute (Digitimes)
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Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer. Although the companies did not disclose Oracle's planned Cerebras hardware purchases, the deal highlights the shift toward diversified AI compute resources as inference demand accelerates....
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29.10.26 - 20:36
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Alphabet Failed Wall Street’s New AI Test. Amazon Takes It Tonight. (24/7 Wall St.)
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Wall Street's new AI test just tripped up Alphabet (NASDAQ:GOOGL). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week's rule is simple: spend big on AI, but show it pays off. Tonight, I'm watching one ratio, AWS growth against capex. Oracle Passed, Alphabet Failed Alphabet grew Google Cloud revenue 103% to […]...
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29.10.26 - 16:31
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Microsoft′s AI Bet Pays Off (Bloomberg)
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Microsoft's Azure growth is beating expectations, and Stifel Managing Director Brad Reback says the momentum could last with growth above 50% in the near term. He joined Bloomberg Open Interest to discuss whether Microsoft's AI spending is paying off, why Oracle carries more risk and how public AI lab results could shed light on returns. (Source: Bloomberg)...
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