Dossier
cloud-computing
Coverage of cloud-computing in the Nexus archive.
- Alphabet Earnings Need to Show Cloud Growth as AI Spending Soars
With AI spending increasing, investors are focusing on Alphabet Inc.'s earnings to demonstrate strong growth in its cloud-computing business, indicating a return on the company's investments.
- Big tech spending on data centers balloons to $850B, with Meta and Microsoft investing tens of billions
Meta Platforms and Microsoft are leading investments in AI data-center leases, each committing tens of billions of dollars in recent quarters. Total future data-center lease commitments among major cloud-computing companies now exceed $850 billion.