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NEWS TAGGED CLOUD COMPUTING
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Friday 3 October 2025
Microsoft invests in Nebius to expand AI computing capacity
Microsoft Corp. has entered a US$19.4 billion partnership with Nebius, a Neocloud provider, to secure over 100,000 Nvidia GPUs. This agreement is intended to enhance Microsoft's large...
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in...
Wednesday 1 October 2025
CoreWeave inks US$14.2 billion AI cloud deal with Meta, signaling surge in AI infrastructure demand
CoreWeave, a cloud computing services provider, disclosed in a US Securities and Exchange Commission filing on September 25 that it has entered into a new order form with Meta Platforms...
Thursday 18 September 2025
Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud...

Tuesday 16 September 2025
CoreWeave secures US$6.3B Nvidia deal to backstop AI cloud capacity
CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.
Saturday 13 September 2025
Google Cloud backlog exceeds US$106B, three AI business models drive record revenue in 2Q25
Google's cloud computing service, Google Cloud, has become its most important growth engine. CEO Thomas Kurian recently stated at the Goldman Sachs Communacopia + Technology Conference...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Friday 29 August 2025
VMware remains cautious on expanding support for Arm architecture despite growing market interest
VMware has neither confirmed nor denied rumors suggesting imminent large-scale support for Arm architecture in its cloud computing offerings. While acknowledging customer demand for...
Tuesday 5 August 2025
Cultivating OCP, embracing open source
As cloud computing and data center industries accelerate the adoption of open architecture and open firmware, the traditional firmware ecosystem is undergoing deep restructuring.
Monday 4 August 2025
Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI...
Tuesday 15 July 2025
AI boom is transforming data centers & pushing energy limits
There is no question that AI and cloud computing have been rapidly revolutionizing the technology landscape. From capacity expansion and energy pressure to cooling innovations, data...
Monday 7 July 2025
Taiwan IPC makers bet on AI agents to drive edge computing boom
Taiwan's industrial PC manufacturers see AI agents as the catalyst for widespread AI adoption, expecting the application market to expand significantly over the next two years as...
Friday 27 June 2025
Alibaba Cloud to deploy AI models worldwide with US$52 billion infrastructure push
Alibaba Cloud, the cloud computing arm of Chinese tech giant Alibaba Group, plans to expand access to its proprietary and third-party artificial intelligence models across more of...