# cloud
Latest news and articles about cloud
Total: 9 articles found
Tencent Tops Estimates as Cloud Business Reaches Scaled Profitability, Buoyed by Enterprise AI Demand
Tencent beat fourth-quarter expectations with net profit of RMB 58.26 billion and revenue of RMB 194.37 billion, and said its cloud business has reached scaled profitability thanks to rising enterprise AI demand and stronger PaaS/SaaS uptake. While gaming and value-added services outperformed estimates, fintech and enterprise services slightly missed forecasts; the company proposed a final dividend of HKD 5.30 per share.
Alibaba Rolls Out 'Wukong' — An Enterprise AI Agent Platform Built Straight Into DingTalk
Alibaba has launched Wukong, an enterprise-grade AI agent platform that will be available as a stand‑alone app for invited testers and embedded directly into DingTalk, reaching over 20 million enterprise organizations. The platform aims to accelerate enterprise adoption of AI agents by integrating automation and agent orchestration into a widely used workplace suite, but success will depend on governance, compliance and tangible productivity gains.
Tencent Unveils WorkBuddy Desktop AI as OpenClaw Craze Forces Cloud Vendors Into Agent Race
Tencent has launched WorkBuddy, a desktop AI agent compatible with OpenClaw skills and integrable with enterprise messaging apps. Positioned as a managed, enterprise‑grade alternative to DIY OpenClaw deployments, WorkBuddy emphasises multi‑model support, multi‑agent workflows and built‑in security auditing amid rising demand and regulatory warnings over agent security.
Iran’s Strike on Cloud Infrastructure Signals a New Phase in Hybrid Warfare
A SoMi report claims Iran has attacked Amazon and Microsoft data centres in the Middle East, framing the strikes as retaliation for alleged intelligence-driven attacks against Iranian leadership. The incident highlights the growing dual-use nature of commercial cloud infrastructure and signals a potential shift toward targeting data centres as legitimate wartime objectives, with wide legal, commercial and strategic consequences.
Adani Pledges $100bn for Renewable‑Powered AI Data Centres — A Bet on India’s Green Cloud Future
Adani Group announced a $100 billion investment through 2035 to build AI‑optimised data centres powered by renewable energy, one of India’s largest private digital‑infrastructure pledges. The plan aims to meet surging demand for AI compute while reducing carbon intensity, but realization will depend on financing, grid upgrades, storage and supply‑chain partnerships.
Amazon’s $200bn AI Gamble Roils Markets Despite Robust Quarter
Amazon beat expectations in Q4 with solid revenue and profit growth, but its pledge to raise 2026 capital expenditure to roughly $200 billion — driven by AI infrastructure and other strategic projects — alarmed investors. The stock fell sharply as markets weighed the risk that such heavy spending could outstrip near‑term cash flow and returns. The outcome will hinge on whether Amazon can convert large upfront investments in data centres, custom chips and networking into durable, high‑margin cloud and AI services.
Google Doubles Down on AI Compute: $175–185bn CapEx, Gemini Adoption, and a Cloud Surge
Alphabet reported strong 2025 results and announced a dramatic increase in 2026 capital expenditure — $175–185 billion — to scale AI compute and data‑centre capacity. Gemini 3 adoption, a 48% jump in cloud revenue, and falling model service costs underpin management’s argument that the spending is necessary to meet surging AI demand.
China’s Big Three Place a Trillion-RMB Bet on AI — Different Paths, Same High Stakes
China’s leading internet groups are spending hundreds of billions of yuan on AI, each following a different industrial logic: Alibaba is doubling down on cloud and commerce integration, Tencent is turning AI into immediate revenue uplifts inside WeChat and games, and ByteDance is attempting to seize the system‑level gateway on phones. The contest has moved from model architecture to ecosystem control, but talent, chips and capital patience are emerging chokepoints that will determine who converts investment into durable advantage.
PwC’s US Arm and Google Cloud Ink $400m, Three‑Year Pact to Build AI-Driven Cyber‑Resilience Services
PwC’s US arm has struck a three‑year, $400m collaboration with Google Cloud to build AI‑enabled security operations and resilience tools. The deal underscores a trend of consulting firms and hyperscalers combining expertise and infrastructure to offer managed, automated cyber‑security services, while raising questions about governance and vendor dependence.