cloud monetization

The Magnificent Seven’s 2025 story ended in two distinct tracks: a handful of mega-cap AI beneficiaries surged, while four heavyweights—Apple, Microsoft, Meta and Amazon—looked more like laggards after front‑loaded AI investments depressed near‑term cash flow and stretched investor patience...

The Cloud Wars Minute’s blunt verdict — that the company who invented modern cloud computing is losing ground to its hyperscaler rivals — landed like a splash of cold water: AWS’s growth is real, but context matters, and the context now favors Microsoft, Google Cloud and a resurgent Oracle...

Alibaba’s Cloud Intelligence unit has vaulted from strategic experiment to the company’s primary growth engine, reporting a 26% year‑over‑year revenue jump to RMB 33.4 billion in the most recent fiscal quarter as management doubles down on generative AI, model hosting and a headline RMB 380...

Alibaba’s Cloud Intelligence unit has moved from a long-term strategic bet to the company’s most visible growth engine, delivering a 26% year-over-year revenue increase to RMB 33.4 billion in the most recent quarter and pushing AI-driven product revenues into sustained triple‑digit...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

Microsoft’s Windows 11 rollout has become the most consequential — and controversial — technology migration of the decade, one that now sits at the intersection of cloud strategy, AI ambitions, and investor calculus. What began as a measured, security-centric upgrade has devolved into a...