# cloud computing
Latest news and articles about cloud computing
Total: 8 articles found
Pichai: Google’s Gemini Is a Force Multiplier for SaaS, Not Its Death Knell
On Alphabet’s earnings call Sundar Pichai said Gemini will empower SaaS companies by being embedded into workflows rather than replacing them. His comments highlight both an opportunity for software vendors to add AI-driven value and a strategic shift that increases dependence on major cloud and model providers.
China’s Cloud Firms Brace for an AI-Driven Price Shock as Competition Moves Up the Stack
China’s major cloud providers are integrating open‑source AI assistants like OpenClaw while confronting rising upstream costs and surging enterprise demand. Expect selective price increases for AI GPU services, a tighter focus on packaged AI applications, and competition shifting from raw compute to full‑stack offerings.
Amazon Eyes Big Stake in OpenAI as It Seeks Dedicated Models and Talent
Amazon is discussing a multibillion-dollar investment in OpenAI alongside a commercial deal that could require OpenAI to assign staff to build custom models for Amazon’s AI products. The move would intensify rivalry with Microsoft, risk fragmenting the AI ecosystem, and raise questions about OpenAI’s independence and regulatory scrutiny.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.
Amazon to Cut Nearly 16,000 Jobs as it Tightens Its Belt and Repositions for AI Era
Amazon has announced nearly 16,000 job cuts as it seeks to curb costs and redeploy resources toward cloud, advertising and artificial-intelligence initiatives. The move reflects a broader industry shift from pandemic-era expansion to a focus on profitability and automation, with implications for employees, customers and competitors.
China’s Telecom Sector Shifts Gears: Slow Revenue Growth Masks Fast Build‑out of 5G, Cloud and Data‑Center Capacity
China’s telecom sector reported only 0.7% revenue growth in 2025 to ¥1.75 trillion, but underlying activity rose sharply: real telecom output grew 9.1% and investment in 5G, gigabit fibre, data centres and cloud services accelerated. The industry is shifting from legacy voice and SMS to cloud, IoT and industrial connectivity, with heavy capacity build‑out and rising R&D and standards influence.
SoftBank Eyes Giant $30 Billion Top-Up to OpenAI — A High‑Stakes Bet in the AI Arms Race
SoftBank is reportedly negotiating to invest up to $30 billion in OpenAI, a potential marquee financing that would deepen the capital race among AI developers. The move would expand OpenAI's resources for compute, talent and product rollout while raising governance and regulatory questions for both companies.
Alibaba Readies Spin‑off of 'Pingtouge' AI‑Chip Unit as Investors Flock to a New China AI‑IPOs Wave
Alibaba is preparing to spin off its Pingtouge AI‑chip unit and explore an IPO after years of quiet development, a move that lifted Alibaba’s share price sharply. The reorganisation—creating a partly employee‑owned entity—would strengthen Alibaba’s AI stack and feed investor appetite for China’s domestic alternatives to Western accelerators, though production scale, valuations and regulatory risks remain key uncertainties.