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Computertrends News source @computertrends.cz · 2w

Globální výdaje na cloudové služby raketově rostou a očekává se, že v roce 2026 překročí 500 miliard dolarů, přičemž za tímto nárůstem stojí přechod umělé inteligence do produkčního prostředí a dominantní postavení tří hyperscalerů – AWS, Microsoft Azure a Google Cloud. #cloudcomputing #AI #hyperscalers

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Výdaje na cloud dál raketově rostou - Computertrends
Hodnota globálního trhu s cloudovými službami dosahuje skoro 400 miliard dolarů, letos přesáhne 500 miliard. Táhnou ho hyperscaleři.
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Barchart.com News source @barchart.com · United States 🇺🇸· 3w

#Healthcare #CloudComputing #DigitalHealth

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Healthcare Cloud Computing Market: Powering the Future of Digital Care
Asia Pacific region was the fastest-growing market, driven by the increasing adoption of digital health solutions, healthcare infrastructure reforms in China, the rapidly expanding healthcare industry in India, and the implementation of health IT programs in Australia and New Zealand.
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The Motley Fool News source @fool.com · 4w

#CloudComputing #InvestmentStrategy #AI

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3 Artificial Intelligence (AI) Stocks Caught in the Iran War Crossfire, and What Smart Investors Should Do in 2026 | The Motley Fool
Amazon owns Amazon Web Services (AWS), the world's largest cloud infrastructure platform. In early March, Iran attacked AWS data centers in the UAE and Bahrain with drones and missiles in an attempt to cripple the region's websites, apps, and cloud services.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· 4w

#AI #CloudComputing #ECommerce

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Alibaba Targets $100 Billion of AI Revenue in Five Years
The Hangzhou-based company -- one of the world's largest cloud service providers -- is considered a frontrunner in China's race toward artificial general intelligence.
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Bloomberg Business News source @bloomberg.com · New York City 🇺🇸· 4w

#Alibaba #ArtificialIntelligence #CloudComputing

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Alibaba Revenue Disappoints as AI Profit Push Grows Urgent
Alibaba Group Holding Ltd. declared a target of reaching $100 billion of cloud and AI-related business revenue in five years, setting a high watermark for one of China's most ambitious artificial intelligence players.
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Gizmodo News source @gizmodo.com · New York City 🇺🇸· 4w

#Cybersecurity #CloudComputing #Microsoft

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Federal Cyber Experts Thought Microsoft’s Cloud Was Garbage. They Approved It Anyway.
In late 2024, the federal government’s cybersecurity evaluators rendered a troubling verdict on one of Microsoft’s biggest cloud computing offerings.
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Ars Technica News source @arstechnica.com · United States 🇺🇸· 4w

#Cybersecurity #CloudComputing #Microsoft

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Federal cyber experts called Microsoft's cloud a "pile of shit," approved it anyway
In late 2024, the federal government's cybersecurity evaluators rendered a troubling verdict on one of Microsoft's biggest cloud computing offerings.
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ITBiz.cz News source @itbiz.cz · 4w

Microsoft zvažuje právní kroky vůči Amazonu a OpenAI kvůli jejich dohodě o dodávkách cloudových služeb, která by mohla porušovat exkluzivní smlouvu Microsoftu s OpenAI, a firmy se snaží o mimosoudní urovnání sporu před spuštěním platformy Frontier. #Microsoft #OpenAI #CloudComputing

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Microsoft zvažuje právní kroky kvůli cloudové dohodě mezi Amazonem a OpenAI
Americká softwarová společnost Microsoft zvažuje právní kroky proti svému partnerovi OpenAI a společnosti Amazon v souvislosti s dohodou za 50 miliard USD (1,1 bilionu Kč), která by mohla porušovat jeho exkluzivní cloudovou smlouvu s tvůrcem chatovacího robota s umělou inteligencí (AI) ChatGPT.
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Yahoo! Finance News source @ca.finance.yahoo.com · United States 🇺🇸· 4w

#Amazon #ArtificialIntelligence #CloudComputing

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Amazon CEO reportedly sees AWS reaching $600B in annual sales amid AI
Investing. com -- Amazon CEO Andy Jassy told employees during an internal all-hands meeting that he expects artificial intelligence could help the company's cloud computing unit Amazon Web Services reach $600 billion in annual sales, double his previous estimate, Reuters reported on Tuesday.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· Mar 10

#Oracle #AI #CloudComputing

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Oracle sees AI boom through at least 2027, sending shares up 8%
March 10 (Reuters) - Oracle on Tuesday predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8% in extended trading.
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AP NEWS News source @apnews.com · New York City 🇺🇸· Mar 3

#CloudComputing #DataCenters #CyberSecurity

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Iranian strikes on Amazon data centers highlights industry's vulnerability to physical disasters
LONDON (AP) -- Damage to three Amazon Web Services facilities in the Middle East from Iranian drone strikes highlights the rapid growth of data centers in the region, as well as the industry's vulnerability to conflict.
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Yahoo! Finance News source @uk.finance.yahoo.com · United States 🇺🇸· Mar 3

#AWS #CloudComputing #MiddleEastConflict

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Drone Strikes Damage Amazon Data Centers in the UAE and Bahrain
(Bloomberg) -- Amazon. com Inc. 's cloud unit warned of prolonged disruptions to its services after revealing that drone strikes damaged three of its data centers in the Middle East in recent days.
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Forbes News source @forbes.com · Jersey City, New Jersey 🇯🇪· Mar 1

#Amazon #OpenAI #CloudComputing

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Amazon Signals AWS Cannot Win The AI Race Alone
Amazon just made the most expensive bet in its cloud computing history. The company announced a $50 billion investment in OpenAI on February 27, expanding an existing $38 billion infrastructure agreement by another $100 billion over eight years.
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Business Insider News source @businessinsider.com · New York City 🇺🇸· Feb 26

#AI #Consulting #CloudComputing

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AI rewrites the economics of Amazon's cloud-consulting business
It's an issue hitting home inside Amazon's cloud business, through a consulting arm called ProServe that influences more than $10 billion in annual revenue for the tech giant.
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Business Insider News source @businessinsider.com · New York City 🇺🇸· Feb 6

#BigTech #CapitalExpenditures #CloudComputing

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Welcome to the $600 billion AI era, where Big Tech is spending like it's a new Gilded Age
Amazon alone plans for $200 billion in capital expenditures, a more than 50% escalation from 2025. When Amazon, Alphabet, Microsoft, and Meta announced earnings recently, one set of numbers stole the show: The massive projections for data center spending this year.
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CNBC News source @cnbc.com · New Jersey 🇺🇸· Feb 6

#Amazon #AI #CloudComputing

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Why Amazon's CEO is 'confident' with $200 billion spending plan
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York, Feb. 26, 2025. Amazon's stock plunged 11% in extended trading on Thursday, dragged lower by market jitters around the company's $200 billion capex plans, the highest spending forecast among the megacap companies.
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ITBiz.cz News source @itbiz.cz · Feb 5

#Google #AI #CloudComputing

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Výnosy majitele Googlu v loňském roce poprvé překonaly 400 miliard dolarů
Výnosy americké technologické společnosti Alphabet, jejíž součástí je také internetová společnost Google, v loňském roce poprvé překonaly hranici 400 miliard USD (8,26 bilionu Kč).
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Ceske Noviny (CTK) News source @ceskenoviny.cz · Feb 5

#Technologie #AI #CloudComputing

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Výnosy majitele Googlu v loňském roce poprvé překonaly 400 miliard USD | ČeskéNoviny.cz
Mountain View (USA) - Výnosy americké technologické společnosti Alphabet, jejíž součástí je také internetová společnost Google, v loňském roce poprvé překonaly hranici 400 miliard USD (8,26 bilionu Kč).
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Channeltrends News source @channeltrends.cz · Feb 4

#Microsoft #CloudComputing #ArtificialIntelligence

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Microsoft slaví mimořádný fiskální rok 2025. Rekordně rostly tržby, cloud a AI - Channeltrends
Microsoft zakončil fiskální rok 2025 s rekordními tržbami 281,7 miliardy dolarů a čistým ziskem přes 100 miliard.
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The Motley Fool News source @fool.com · Feb 1

#GenerativeAI #CloudComputing #Infrastructure

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OpenAI and Anthropic Now Rival Public Software Giants for Revenue. That Makes These 3 Stocks Strong Buys for 2026. | The Motley Fool
Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.