hyperscalers

Oracle’s latest quarter didn’t just reshape expectations for a legacy database vendor — it rewrote the competitive map for cloud infrastructure by booking a staggering backlog and laying out a five‑year growth path that, if executed, would position Oracle as a genuine challenger to the...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...

Oracle’s sudden leap from an enterprise-software stalwart to a potential top-tier cloud infrastructure contender is the defining business story of the fall — and it starts with an eye-popping backlog that reshapes the competitive map for AI-era data centers. Background The core idea behind...

India’s digital backbone is far more entangled with US‑headquartered software, cloud and platform providers than most policymakers acknowledge — and that entanglement now reads as a strategic vulnerability that must be addressed if New Delhi wants meaningful digital sovereignty by 2030...

India’s digital backbone is more dependent on US-controlled software, platforms and cloud services than most citizens realize — and that dependence now reads as a strategic vulnerability in the eyes of national security analysts and independent researchers. Background India’s public discourse...

Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...

Matt Hobbs of PwC argues that business transformation built around cloud, data, and AI must be outcomes-first, and that the practical work of modernization — decomposing legacy logic, addressing technical debt, and building an integration fabric he calls Agent OS — is what separates pilot...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

Gartner’s warning that VMware could lose roughly a third of its workloads to hyperscalers by 2028 has snapped the industry into high alert, but parsing the numbers, the causes, and the practical options for IT teams shows a market in rapid re‑arrangement rather than an immediate collapse. The...

Google Cloud’s surprise removal of certain EU and UK data transfer fees dramatically reshapes the short-term economics of multicloud strategies and adds fresh momentum to regulators’ efforts to break hyperscaler lock‑in. Background The European Union’s Data Act is the legal backdrop for this...

Gartner’s message at its recent IT Symposium keynote was blunt: AI is no longer a niche experiment — it is seeding itself into every corner of technology management, and CIOs must treat it as an organizational operating reality rather than a vendor-driven fad. This framing — repeated by Gartner...

ServiceNow’s latest beat-and-raise quarter has refocused the market debate: is the stock priced for perfection or is the company quietly building an AI-first moat that justifies its premium? Recent criticisms — high price-to-sales multiples, competitive pressure from hyperscalers and CRM titans...

Microsoft’s announcement of an “urgent” external investigation into allegations that Israel’s Unit 8200 used Azure to store and process recordings of millions of Palestinian phone calls crystallizes a larger, underappreciated shift: the world’s leading cloud providers are not just vendors — they...

Analyst chatter turned into headlines on September 4, 2025, when a short AInvest dispatch reported upgrades to Microsoft (MSFT) and Marvell Technology (MRVL) and a downgrade for NIO (NIO), framing the moves as part of a broader rotation into AI, cloud computing, and data‑center exposure — a...

Microsoft’s position in the software industry today is defined by a rare combination of enormous scale, accelerating cloud-and-AI revenue, and a conservative balance sheet — a profile that helps explain why the company is being valued like a growth platform even as some headline ratios appear...

Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...

SAP’s decision to host a flagship AI-enabled business application inside Amazon Web Services and Microsoft datacenters in Brazil marks a clear escalation of enterprise AI efforts — a move that combines SAP’s application footprint with hyperscaler scale and local data residency, while rewriting...

Microsoft’s decision to expand Azure’s reliance on Marvell’s LiquidSecurity hardware security modules for Azure Cloud HSM is a clear, strategic signal that hyperscalers are betting on cloud‑native, PCIe‑attached HSM architectures to deliver higher density, better power efficiency, and broad...

Microsoft’s latest push on quantum computing — framed publicly as a quiet technical milestone and privately as a strategic cloud bet — marks a turning point in how hyperscalers plan to deliver exotic accelerators to enterprises and researchers worldwide. Microsoft says it has deployed an...

The global infrastructure-as-a-service market surged again in 2024, with the three hyperscalers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — together capturing roughly seven out of every ten dollars spent on cloud infrastructure, as enterprises pour capital into AI-optimized...