Cloud

The Information
Some Large Cloud Customers Slow Down AI Spending as Prices Drop - The Information
A token is a unit of text, such as a word or part of a word, that an AI model reads or generates. OpenAI. Anthropic.
Quartz
Google's Gemini 2.5, Alibaba's new Qwen, and upgraded DeepSeek V3: This week's AI launches
Alibaba's new Qwen multimodal AI model. alibaba cloud logo displayed against blue panels. The Alibaba Cloud booth at the GSMA Mobile...
Google's Gemini 2.5, Alibaba's new Qwen, and upgraded DeepSeek V3: This week's AI launches
Reuters
Nvidia-backed CoreWeave downsizes US IPO - Reuters
CoreWeave has been a significant customer for Nvidia, deploying over 250,000 of Nvidia's GPUs by the end of 2024. Investors' lukewarm reception to...
Nvidia-backed CoreWeave downsizes US IPO - Reuters
Bloomberg
CoreWeave's IPO Will Expose AI's Dirty Secrets - Bloomberg
The provider of access to Nvidia-outfitted data centers will be the first significant pure-play AI company obligated to share financial details...
CoreWeave's IPO Will Expose AI's Dirty Secrets - Bloomberg
CNBC
Nvidia-backed CoreWeave closes flat at $40 after biggest U.S. tech IPO since 2021 - CNBC
CoreWeave received the most proceeds from a U.S. technology IPO since automation software maker UiPath went public in 2021.
Nvidia-backed CoreWeave closes flat at $40 after biggest U.S. tech IPO since 2021 - CNBC
CNBC
Trump was supposed to unlock IPO market, but CoreWeave debut reflects ongoing skepticism
After pricing its IPO below the expected range, CoreWeave's stock didn't do much in its debut on Friday, reflecting concerns about the macro environment.
Trump was supposed to unlock IPO market, but CoreWeave debut reflects ongoing skepticism
CNBC
CoreWeave set to begin trading after biggest U.S. tech IPO since 2021
CoreWeave received the most proceeds from a U.S. technology IPO since automation software maker UiPath went public in 2021.
CoreWeave set to begin trading after biggest U.S. tech IPO since 2021
CNBC
CoreWeave CEO says lower IPO pricing was 'where the buying interest was'
CoreWeave CEO Mike Intrator said on "Squawk Box" that the company had to "rightsize" its pricing ahead of the Friday IPO.
SiliconANGLE
Alibaba releases new open-source AI model to power intelligent voice applications
Alibaba Cloud announced today the launch of the release of a new artificial intelligence model in its Qwen family uniquely capable of...
Alibaba releases new open-source AI model to power intelligent voice applications
The Register
Microsoft dropping datacenter leases isn't AI Armageddon - The Register
In a statement provided to The Register, a Microsoft spokesperson said the company remains committed to spending $80 billion on infrastructure during...
Microsoft dropping datacenter leases isn't AI Armageddon - The Register
ARPU
CoreWeave Downsizes IPO as Investor Appetite for AI Cools
Nvidia-backed CoreWeave has downsized its US IPO and priced its shares below the indicated range, Reuters reports. The move comes as investor enthusiasm for IPOs wanes, particularly in the AI sector.CoreWeave, a leading provider of cloud services for AI workloads, will now sell 37.5 million shares at $40
LA Times
Contributor: It's no metaphor — undersea cables hold together our precarious modern life
The Elon Musks of the world might want us to believe that Starlink is the true wave of the future, but we will be using underwater cable systems for at least the next three decades.
CNBC
CoreWeave prices IPO at $40 a share, below expected range
CoreWeave is trying to thaw the tech IPO market with one of the biggest offerings in years, but investors have expressed some skepticism.
CoreWeave prices IPO at $40 a share, below expected range
CNBC
Nvidia to anchor CoreWeave IPO at $40 a share, source says
Wall Street was optimistic that President Trump term would be more favorable for technology stocks, but the sector has gotten off to a rough start to the year.
Nvidia to anchor CoreWeave IPO at $40 a share, source says
Bloomberg.com
Amazon Allure Grows With Cheaper Shares Than Apple, Walmart - Bloomberg.com
Wall Street remains almost uniformly positive on the fundamentals of Amazon's e-commerce and cloud-computing business, Amazon Web Services. More...
Amazon Allure Grows With Cheaper Shares Than Apple, Walmart - Bloomberg.com
Hedgeweek
Hedge fund Half Moon Capital pushes Dropbox to end founder's control - Hedgeweek
Activist hedge fund Half Moon Capital is pressing cloud storage specialist Dropbox to dismantle its dual-class share structure, which currently...
PYMNTS.com
Alibaba Cloud Launches Compact, Multimodal AI Model - PYMNTS.com
Alibaba Cloud has launched a multimodal AI model that can generate real-time responses in the form of text and natural speech.
Alibaba Cloud Launches Compact, Multimodal AI Model - PYMNTS.com
Reuters
Microsoft pulls back from more data center leases in US and Europe, analysts say | Reuters
Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations,...
Microsoft pulls back from more data center leases in US and Europe, analysts say | Reuters
CNBC
Alibaba launches new open-source AI model for 'cost-effective AI agents'
Alibaba Cloud has launched its latest AI model in its "Qwen series," as large language model competition in China continues to heat up.
Alibaba launches new open-source AI model for 'cost-effective AI agents'
SCMP
Beijing research lab says inclusion on export control list undermines global AI cooperation
The updated BIS list includes more than 50 new Chinese entities, including six units of cloud computing provider Inspur Group.
Beijing research lab says inclusion on export control list undermines global AI cooperation
CNBC
The concern with CoreWeave’s 250,000 Nvidia chips ahead of its IPO
CoreWeave sells access to Nvidia graphics processors as a service, allowing developers to rent chips by the hour so they can develop more advanced AI models.
The concern with CoreWeave’s 250,000 Nvidia chips ahead of its IPO
South China Morning Post
Microsoft abandons data centre projects in US and Europe, sparking oversupply fears
Microsoft’s retrenchment in the last six months included lease cancellations and deferrals, analysts at investment bank TD Cowen said.
Microsoft abandons data centre projects in US and Europe, sparking oversupply fears
DIGITIMES
AI Expo 2025: AWS showcases AI and cloud advancements
Amazon Web Services (AWS) is highlighting its AI and cloud computing capabilities at the AI EXPO by DIGITIMES, with managing director Robert Wang emphasizing how advancements in semiconductor and ...
AI Expo 2025: AWS showcases AI and cloud advancements
MIT Technology Review
The Download: China’s empty data centers, and OpenAI’s new practical image generator
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. China built hundreds of AI data centers to catch the AI boom. Now many stand unused. Just months ago, China’s boom in data center construction was at its height, fueled by both government…
The Download: China’s empty data centers, and OpenAI’s new practical image generator
Bloomberg
Microsoft Abandons More Data Center Projects, TD Cowen Says
Microsoft Corp. has walked away from new data center projects in the US and Europe that had been set to consume 2 gigawatts of electricity, according to TD Cowen analysts, who attributed the pullback ...
Microsoft Abandons More Data Center Projects, TD Cowen Says
SiliconANGLE
AWS enhances QuickSight’s business intelligence with AI agents
Amazon Web Services Inc. said today it’s expanding the generative artificial intelligence capabilities of its cloud-based business intelligence service QuickSight with agentic AI.
Reuters
Dropbox faces pressure from activist investor to end co-founder's control, WSJ reports
March 24 (Reuters) - Cloud storage provider Dropbox (DBX.O), opens new tab is facing pressure from an activist investor to end founder control of the company, the Wall Street Journal reported on ...
Dropbox faces pressure from activist investor to end co-founder's control, WSJ reports
CNBC
Google's $32 billion Wiz deal may signal a turning point for slow IPO, M&A markets
Google's $32 billion acquisition of Wiz may signal the start of a friendlier initial public offering and deal activity environment.
CRN
AWS Vs. Azure Vs. GCP Vs. Oracle Vs. IBM Customer Spending Face-Off: Report
Here’s a breakdown of public cloud customer spending on AWS, Microsoft Azure, Google Cloud Platform, Oracle OCI and IBM workloads, according to Flexera’s 2025 cloud report.
CNBC
Microsoft rallies in last 10 minutes of trading to avoid first eight-week losing streak since 2008
Microsoft faces competition in cloud computing from companies such as Google, which is looking to boost its security business with Wiz.