Cloud Computing

AWS, Azure, Google Cloud, and the infrastructure behind the internet.

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Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours CNBC

Jordan Novet / CNBC ·

Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours

Oracle shares moved 4% higher in extended trading on Thursday after the software vendor issued stronger-than-expected quarterly results.

CTech ·

DataAgent, which is developing AI agents that autonomously fix failures inside companies' own cloud infrastructure, emerges from stealth with a $10M pre-seed

The Israeli startup is taking aim at the cost and complexity of observability by putting autonomous agents directly inside production environments.

Emily Graffeo / Bloomberg ·

AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt …

Rachel Metz / Bloomberg ·

Anthropic plans a change for later this year that still requires enterprises to retain data for 30 days but lets them do so on their own cloud systems

Anthropic PBC plans to allow business customers to keep greater control of their data when using its most capable artificial intelligence models …

Bloomberg ·

AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is selling a leveraged loan to finance a chip deal as the risky debt market becomes …

Sarah Perez / TechCrunch ·

Cloudflare debuts Kitesurf, a cloud-hosted browser for AI agents built on top of its Workers serverless service, available for free while in beta in Browser Run

Cloudflare is the latest company to join the race to build a new web browser. But instead of pitching a Chrome alternative to consumers …

Cheng Ting-Fang / Nikkei Asia ·

Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry

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