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...Microsoft said AI-related demand delivered an unexpected boost to cloud growth in the most recent quarter....
...Under BC Partners, Presidio has grown rapidly, including through the acquisitions of Irish IT business Arkphire and cloud technology company Coda....
...It has offered access to SGE to only a select few users, including some subscribers to its Google One bundle that offers benefits such as extra cloud storage for a monthly fee....
...Alibaba Cloud has distributed the majority of its advanced GPUs to business units within the Alibaba Group, said two employees of the cloud business....
...Rocket Company, owner of Quicken Loans, the country’s largest non-bank mortgage lender, is up 66 per cent since November....
...But it expects revenue growth at its cloud division to decelerate slightly to 18-19 per cent in the current quarter, while Azure growth would remain stable....
...Google Cloud will be a crucial growth driver for Alphabet amid rising demand for generative AI....
...Apple already sells TV and music streaming, cloud storage, gaming, payments, advertising, etc. What worlds are left to conquer?...
...Investors are monitoring when the slowdown in cloud growth — as companies have sought to cut costs — will bottom out, and what effect tighter enterprise budgets will continue to have on cloud providers including...
...It launched Amazon Q, an AI-powered assistant for users of its cloud services, in November....
...with a far bigger cloud business than Google....
...And it starts to do some computation, it generates some tokens, it sends them to the cloud. The cloud now has less computation to do to give you the answer....
...These are “superapps” that enfold many different services and would make the App Store less central, and cloud gaming services that can rely on less powerful handsets, weakening the need for an iPhone....
...The company has said ByteDance is not controlled by the Chinese government and that all US data is routed to Oracle Cloud. The US bill now moves to the Senate....
...designer has grown in recent years as Big Tech companies including Microsoft, Google, Meta and Amazon strive to create more of their own chips, in particular to handle artificial intelligence systems in the cloud...
...Apple has largely been left out of the AI fervour that has propelled Microsoft, which is OpenAI’s largest backer and cloud hosting provider as well as a pioneer in deploying AI chatbots across its search...
...“Alibaba needs to first fix the ecommerce business and integrate with cloud. It’s unclear how they will do this, but the cloud business is important in the run-up to an AI world,” said Clark....
...Cloud computing businesses are also an interesting case. Do they have true network effects, or just high switching costs? Do incremental advantages of scale in cloud computing diminish at some point?...
...The deal is the latest sign of life in the enterprise IT market, following Cisco’s move to acquire data and security software company Splunk for $28bn in September and Broadcom’s $69bn acquisition of cloud...
...Consumers bought nearly 80,000 battery-powered vehicles in January, a 19 per cent increase from the 66,000 they purchased in January 2023, according to data from Argonne National Laboratory....
...TikTok has partnered with US cloud software group Oracle to build a standalone unit to wall off American user data....
...The shares closed up more than 5 per cent to $3.66 on Thursday, still more than 60 per cent down this year....
...Nvidia is a pure artificial intelligence play; Apple is a high-end consumer stock with defensive characteristics; Amazon is retailer-cloud computing hybrid; and so on....
...Solving this problem could mean that AI assistants respond more quickly than they do from the cloud and even work offline....
...Beyond meeting its own logistics needs, Amazon’s third-party shipping service could mushroom into a new business area akin to its cloud computing....
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