Tag #Cloud Computing

Showing 97 to 108 of 145 results

forbes.com

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Feb 19, 10:12

Oracle Stock: High Valuation Despite Strong Performance

Oracle's stock (ORCL), priced at ~$180, exhibits strong operational performance and financial health, outperforming the S&P 500 in several key metrics, but its high valuation raises concerns despite showing resilience during past economic downturns.

Oracle Stock: High Valuation Despite Strong Performance

Oracle's stock (ORCL), priced at ~$180, exhibits strong operational performance and financial health, outperforming the S&P 500 in several key metrics, but its high valuation raises concerns despite showing resilience during past economic downturns.

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Decent Work and Economic Growth

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What specific factors contributed to Oracle's superior resilience compared to the S&P 500 during previous economic downturns?

Despite high P/S (8.6 vs S&P 500's 3.1) and P/EBIT (27.4 vs 24.4) ratios, Oracle boasts significantly higher operating margins (31.5% vs 12.6%) and OCF-to-sales ratio (36.9% vs 14.4%) than the S&P 500. Its debt-to-equity ratio is also favorable.

usa.chinadaily.com.cn

🌐 85% Global Worthiness

Feb 18, 10:09

DeepSeek Disrupts China's Cloud Computing Market

DeepSeek's cost-effective AI model is reshaping China's cloud computing market, driving an 11% year-on-year growth to $10.2 billion in Q3 2024, as major cloud providers integrate its technology and smaller providers leverage its capabilities to improve their offerings.

DeepSeek Disrupts China's Cloud Computing Market

DeepSeek's cost-effective AI model is reshaping China's cloud computing market, driving an 11% year-on-year growth to $10.2 billion in Q3 2024, as major cloud providers integrate its technology and smaller providers leverage its capabilities to improve their offerings.

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Industry, Innovation, and Infrastructure

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How has DeepSeek's cost-effective AI model impacted the Chinese cloud computing market and its growth trajectory?

DeepSeek, a Chinese AI startup, has developed a cost-effective large language model, challenging the need for massive computing resources in AI. This has spurred the integration of DeepSeek's models into major Chinese cloud platforms like Alibaba Cloud, Baidu AI Cloud, Tencent Cloud, and Huawei Cloud, enhancing their services and attracting new customers.

cnbc.com

🌐 90% Global Worthiness

Feb 8, 16:08

Tech Giants to Spend \$320 Billion on AI in 2025

Meta, Amazon, Alphabet, and Microsoft plan to spend up to \$320 billion on AI technologies and datacenter expansion in 2025, a \$90 billion increase from 2024, driven by heightened demand and competition, despite recent market selloffs and weaker-than-expected cloud business performance in the most ...

Tech Giants to Spend \$320 Billion on AI in 2025

Meta, Amazon, Alphabet, and Microsoft plan to spend up to \$320 billion on AI technologies and datacenter expansion in 2025, a \$90 billion increase from 2024, driven by heightened demand and competition, despite recent market selloffs and weaker-than-expected cloud business performance in the most ...

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Industry, Innovation, and Infrastructure

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What are the key factors driving the massive increase in AI spending by major tech companies in 2025?

In 2025, Meta, Amazon, Alphabet, and Microsoft plan to spend up to \$320 billion on AI, a significant increase from \$230 billion in 2024. This surge is driven by increasing demand and competition, particularly from China's DeepSeek. The massive investment comes despite recent market selloffs and questions about its necessity.

lefigaro.fr

🌐 85% Global Worthiness

Feb 7, 10:07

Amazon Invests $100 Billion in Cloud and AI Amidst DeepSeek Competition

Amazon plans to invest over $100 billion in cloud and AI by 2025, a response to increased competition from the low-cost AI model of Chinese startup DeepSeek and following similar large investments by Google and Microsoft; Amazon's AWS cloud revenue grew by 19% to $28.8 billion in Q4 2024.

Amazon Invests $100 Billion in Cloud and AI Amidst DeepSeek Competition

Amazon plans to invest over $100 billion in cloud and AI by 2025, a response to increased competition from the low-cost AI model of Chinese startup DeepSeek and following similar large investments by Google and Microsoft; Amazon's AWS cloud revenue grew by 19% to $28.8 billion in Q4 2024.

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How does Amazon's strategic focus on enterprise clients for its AI services compare to the broader market approach of competitors?

Amazon's Q4 2024 capital expenditure of $26.3 billion, projected to be representative of 2025 spending, reflects the intensifying competition in the AI market. DeepSeek's low-cost AI model challenges the massive investments of tech giants in expensive hardware.

cnbc.com

🌐 85% Global Worthiness

Feb 5, 07:10

Alphabet Stock Drops 7.5% on Revenue Miss and High Capex Guidance

Alphabet's Q4 2023 revenue slightly missed expectations at $96.47 billion, while adjusted EPS beat forecasts; however, the stock dropped 7.5% due to a $75 billion 2025 capex guidance and concerns about the impact of competitive LLMs on the search business.

Alphabet Stock Drops 7.5% on Revenue Miss and High Capex Guidance

Alphabet's Q4 2023 revenue slightly missed expectations at $96.47 billion, while adjusted EPS beat forecasts; however, the stock dropped 7.5% due to a $75 billion 2025 capex guidance and concerns about the impact of competitive LLMs on the search business.

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Decent Work and Economic Growth

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What is the primary reason for Alphabet's stock price decline following the Q4 2023 earnings announcement?

Alphabet's Q4 2023 revenue slightly missed expectations at $96.47 billion, though adjusted EPS exceeded forecasts at $2.15. The stock dropped 7.5% in after-hours trading, potentially wiping out 2024 gains, due to concerns about the company's high capital expenditure guidance of $75 billion for 2025.

faz.net

🌐 85% Global Worthiness

Feb 5, 16:14

Alphabet's Q4 Revenue Up, but Cloud Growth Misses Expectations; Massive AI Investment Planned

Alphabet reported a 12% revenue increase to $96.5 billion in Q4 2023, driven by advertising, but cloud revenue slightly missed expectations, causing a stock drop. Despite this, Alphabet plans to invest $75 billion in AI in 2024.

Alphabet's Q4 Revenue Up, but Cloud Growth Misses Expectations; Massive AI Investment Planned

Alphabet reported a 12% revenue increase to $96.5 billion in Q4 2023, driven by advertising, but cloud revenue slightly missed expectations, causing a stock drop. Despite this, Alphabet plans to invest $75 billion in AI in 2024.

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How does Alphabet's cloud revenue growth compare to analyst expectations, and what factors might explain any discrepancies?

While Alphabet's overall financial performance was positive, the underperformance of its cloud business relative to analyst expectations highlights increased competition and challenges in the rapidly evolving tech landscape. The significant investment in AI, particularly in light of competitive pressures and advancements from Chinese AI startup Deepseek, demonstrates Alphabet's commitment to maintain its market leadership. This underscores a broader trend of massive investment in AI infrastructure by major tech firms.

forbes.com

🌐 85% Global Worthiness

Feb 19, 22:13

Ambient AI Dominates ViVE 2025, but Nurse Concerns and Cloud Strategies Shape Future

ViVE 2025 showcased ambient AI's dominance, with Abridge raising $250 million and expanding deployments, while a survey revealed nurses' cautious optimism about AI integration but concerns about accuracy and reduced human interaction; concurrently, cloud strategies and platform choices are shaping t...

Ambient AI Dominates ViVE 2025, but Nurse Concerns and Cloud Strategies Shape Future

ViVE 2025 showcased ambient AI's dominance, with Abridge raising $250 million and expanding deployments, while a survey revealed nurses' cautious optimism about AI integration but concerns about accuracy and reduced human interaction; concurrently, cloud strategies and platform choices are shaping t...

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Good Health and Well-being

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How do nurses' attitudes toward AI integration influence its successful implementation, and what are the key concerns?

While ambient AI is prominent, nurse integration shows cautious optimism (64% interest in AI tools, McKinsey/American Nurses Foundation survey), but concerns exist regarding accuracy (61%), human interaction (49%), and knowledge (36%). Cloud strategies are also emerging, with healthcare systems using public clouds for EMR backups and vendors like symplr building cloud-based platforms.

smh.com.au

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Feb 16, 22:08

UniSuper Outage Exposes Australia's Reliance on US Tech

A network outage at UniSuper, a major Australian superannuation fund, temporarily locked members out of their accounts, highlighting Australia's dependence on three US tech giants for critical infrastructure; members have since regained access.

UniSuper Outage Exposes Australia's Reliance on US Tech

A network outage at UniSuper, a major Australian superannuation fund, temporarily locked members out of their accounts, highlighting Australia's dependence on three US tech giants for critical infrastructure; members have since regained access.

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How does the UniSuper outage exemplify broader concerns about data security and the potential for disruptions to essential services?

The UniSuper outage underscores the vulnerability of essential services when dependent on a limited number of US-based technology providers. The incident raises concerns about data security and potential disruptions to financial systems, prompting questions about diversifying technological partnerships. This reliance creates a single point of failure with significant consequences.

cnbc.com

🌐 85% Global Worthiness

Feb 7, 01:08

AWS Q4 Revenue Growth Slows to 19%, Missing Estimates

Amazon's AWS cloud computing revenue reached nearly $29 billion in Q4 2023, growing at just under 19% year-over-year, slightly missing analyst expectations due to hardware shortages; the division remains highly profitable, contributing over half of Amazon's profit, and is heavily investing in AI.

AWS Q4 Revenue Growth Slows to 19%, Missing Estimates

Amazon's AWS cloud computing revenue reached nearly $29 billion in Q4 2023, growing at just under 19% year-over-year, slightly missing analyst expectations due to hardware shortages; the division remains highly profitable, contributing over half of Amazon's profit, and is heavily investing in AI.

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Industry, Innovation, and Infrastructure

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How did hardware shortages affect AWS's revenue growth in Q4 2023, and what measures is Amazon taking to address these issues?

Despite the slight slowdown, AWS remains the leading cloud infrastructure provider, outperforming Microsoft and Google. Hardware shortages, particularly in motherboards, power supplies, and processors from third-party suppliers, impacted growth. Amazon anticipates resolving these shortages by the second half of 2025.

forbes.com

🌐 85% Global Worthiness

Feb 6, 19:08

Asian Equities Surge on AI Advancements and Trade Deal Hopes

Asian equities saw mostly positive overnight trading, led by China and Hong Kong, driven by strong AI advancements and anticipation of a US-China trade deal; BYD surged 12%, and Alibaba gained on its AI chat bot's performance.

Asian Equities Surge on AI Advancements and Trade Deal Hopes

Asian equities saw mostly positive overnight trading, led by China and Hong Kong, driven by strong AI advancements and anticipation of a US-China trade deal; BYD surged 12%, and Alibaba gained on its AI chat bot's performance.

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What were the key drivers of the overnight surge in Asian equities, and what are the immediate implications for investors?

Asian equities saw mostly positive overnight trading, with Mainland China and Hong Kong leading the gains while Indonesia and Thailand lagged. China's markets ignored new tariffs, boosted by growth and tech stocks; BYD, the world's largest electric vehicle maker, surged 12% on strong 2024 deliveries and upcoming events.

faz.net

🌐 85% Global Worthiness

Feb 5, 10:10

Alphabet Misses Cloud Expectations, Stock Drops 8%

Alphabet's Q4 cloud revenue grew 30 percent to \$12 billion, missing analyst expectations and causing an 8 percent stock drop, despite record online ad revenue of \$72.5 billion and planned \$75 billion in increased investments in 2024.

Alphabet Misses Cloud Expectations, Stock Drops 8%

Alphabet's Q4 cloud revenue grew 30 percent to \$12 billion, missing analyst expectations and causing an 8 percent stock drop, despite record online ad revenue of \$72.5 billion and planned \$75 billion in increased investments in 2024.

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How did Alphabet's cloud business performance and investment plans impact investor confidence, and what are the immediate consequences?

Alphabet's cloud revenue reached \$12 billion, growing 30 percent year-over-year, but missed analyst expectations of 32 percent growth. This fueled an 8 percent after-hours stock drop, as this sector is a key indicator of AI product success. Alphabet plans to significantly increase investments to \$75 billion next year.

cnbc.com

🌐 85% Global Worthiness

Feb 5, 16:14

Alphabet's Q4 Revenue Miss Fuels Analyst Debate Amidst Massive AI Investment

Alphabet's Q4 revenue of $96.47 billion missed expectations, causing a premarket stock drop of nearly 7%, despite plans for a $75 billion AI investment this year, exceeding analyst predictions; however, analysts' opinions diverge on the long-term impact of these factors.

Alphabet's Q4 Revenue Miss Fuels Analyst Debate Amidst Massive AI Investment

Alphabet's Q4 revenue of $96.47 billion missed expectations, causing a premarket stock drop of nearly 7%, despite plans for a $75 billion AI investment this year, exceeding analyst predictions; however, analysts' opinions diverge on the long-term impact of these factors.

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What is the immediate impact of Alphabet's Q4 revenue miss and increased AI investment on its stock price and investor sentiment?

Alphabet's fourth-quarter revenue of $96.47 billion missed analyst expectations by $0.09 billion, resulting in a nearly 7% drop in premarket trading. The company announced a $75 billion AI investment for the year, exceeding expectations but raising concerns about spending.

Showing 97 to 108 of 145 results