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Browsing Tag

cloud infrastructure

27 posts
MMicrosoft
Microsoft vs Alphabet: Growth, AI and What Investors Need to Know
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Microsoft vs Alphabet: Growth, AI and What Investors Need to Know

  • April 30, 2026
Microsoft vs Alphabet Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) are not just competing; they are defining the…
MMicrosoft
Microsoft (MSFT) Shares Drop 10% in 2026, But Morningstar Says Stock Is 38% Undervalued - News and Statistics
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Microsoft (MSFT) Shares Drop 10% in 2026, But Morningstar Says Stock Is 38% Undervalued – News and Statistics

  • April 26, 2026
Apr 26, 2026 Wall Street’s rotation away from technology stocks has hit artificial intelligence shares hard this year,…
GGoogle
Merck Bets On Google Cloud AI To Shape Future R&D And Earnings
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Merck Bets On Google Cloud AI To Shape Future R&D And Earnings

  • April 24, 2026
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Merck…
MMicrosoft
Microsoft bets big on AI in Australia with $18 billion investment
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Microsoft bets big on AI in Australia with $18 billion investment

  • April 24, 2026
By Fabiola Arámburo April 23 (Reuters) – Microsoft (MSFT) said on Thursday that it will invest A$25 billion…
MMicrosoft
Cloud AI Today - AI-Powered Quest Platform Enhances Identity Security Management
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Microsoft’s A$25b Australia Plan Puts AI CapEx And Cloud Usage In Focus

  • April 24, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
AAgentic AI
Google Cloud introduces AI agent platform and new TPU chips at Next 2026
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Google Cloud introduces AI agent platform and new TPU chips at Next 2026

  • April 23, 2026
Google Cloud introduced an AI agent platform and new TPUs at Next 2026.Google Cloud said 75% of customers…
MMicrosoft
Microsoft bets big on AI in Australia with $18 billion investment
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Microsoft bets big on AI in Australia with $18 billion investment

  • April 23, 2026
By Fabiola Arámburo April 23 (Reuters) – Microsoft said on Thursday that it will invest A$25 billion ($17.9…
AAgentic AI
Arm and Google Cloud working to support agentic AI at scale
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Arm and Google Cloud working to support agentic AI at scale

  • April 22, 2026
Central to the expanded partnership is Google’s Arm‑based Axion processor, which is now positioned as the primary CPU…
MMicrosoft
Microsoft Navigates AI Capacity Constraints for Agentic Growth
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Microsoft Navigates AI Capacity Constraints for Agentic Growth

  • April 22, 2026
– Stocks: Microsoft (MSFT) shares are down nearly 19% from mid-2025 peaks as Azure faced capacity constraints that…
AAnthropic
Anthropic locks in multi-gigawatt TPU capacity with Google and Broadcom to meet explosive Claude demand
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Anthropic locks in multi-gigawatt TPU capacity with Google and Broadcom to meet explosive Claude demand

  • April 21, 2026
In order to meet rising demand for its Claude AI models, Anthropic has teamed with Google and Broadcom…
MMicrosoft
Will MSFT Stock Climb as Azure AI Services Gain Traction?
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Will MSFT Stock Climb as Azure AI Services Gain Traction?

  • April 21, 2026
Microsoft MSFT appears well-positioned to capitalize on the accelerating wave of enterprise AI adoption as Azure’s cloud infrastructure…
xxAI
xAI provides GPU infrastructure to Cursor for AI model training
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xAI provides GPU infrastructure to Cursor for AI model training

  • April 21, 2026
xAI is preparing to supply GPU infrastructure to Cursor for AI model training.The training will use tens of…
AI
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