Cloud Computing
Latest news, explainers and analysis on Cloud Computing. Tracking 16 stories on Arth Vani.
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Latest on Cloud Computing

Snowflake Shares Spike 22% Driven by Strong Growth and AI Coding Adoption
Cloud data platform Snowflake saw its shares surge by 22% following strong financial results. This growth is partly attributed to the increasing adoption of its artificial intelligence (AI) agent designed to assist in writing code, highlighting AI's growing impact on business operations.

Microsoft to Detail Azure Cloud Revenue, Boosting Transparency for Investors
Microsoft is set to begin reporting quarterly revenue specifically for its Azure cloud computing services for the first time. This move will provide unprecedented clarity into one of the global tech giant's fastest-growing business segments, which directly competes with Amazon's AWS.
IPOBreakingYotta Infrastructure Eyes IPO Soon to Fuel AI Data Centre Growth
Data centre operator Yotta Infrastructure is planning an Initial Public Offering (IPO) in the near future, driven by surging demand for artificial intelligence (AI) services. The company aims to raise funds to expand its infrastructure and capitalize on the growing AI market.

US Data Center Leadership Challenged by Non-Demand Factors Amid Election Year
The United States is encountering growing difficulties in maintaining its global lead in data centers, a critical sector for the modern digital economy. These challenges are not due to a lack of demand, which remains high, but are compounded by the ongoing election year, as reported by CNBC World Markets. This situation could have significant implications for global technology supply chains and digital infrastructure, including India's rapidly expanding digital landscape.

Nvidia Reportedly Warns Large Customers: AI Chip Server Prices May Jump Over 15%
Nvidia, a leading global chipmaker, has reportedly informed some of its major customers about potential price increases of over 15% for servers equipped with its advanced AI chips. This development, first reported by Bloomberg News, signals rising costs in the artificial intelligence sector's crucial hardware component. The potential hike could impact companies heavily reliant on AI infrastructure globally, including those operating in India.

ServiceNow (NOW) Stock Jumps Over 54%, Analysts See Further Upside Potential
US-based cloud software giant ServiceNow (NOW) has seen its stock price climb over 54% recently. Market observers suggest this significant rally could have further room to grow, indicating continued investor confidence.

Cloud Giant Reportedly Plans Layoffs Amid Surging AI Infrastructure Costs
A global cloud computing leader is reportedly considering new layoffs to manage the escalating costs of building out AI data centers, according to a Yahoo Finance report. Specific details regarding the company, the number of layoffs, or financial implications are not available in the provided source material.

ArcelorMittal Deepens Partnership With Microsoft Azure for Cloud Services
Global steel and mining giant ArcelorMittal has expanded its collaboration with Microsoft, leveraging the Azure cloud platform. This partnership aims to enhance the company's operational efficiency and digital transformation initiatives using advanced cloud technologies.

CoreWeave Expands to Asia-Pacific as Piper Sandler Names it Top AI Investment Pick
CoreWeave, a prominent cloud computing firm specializing in AI infrastructure, is expanding its operations into the Asia-Pacific region. This strategic move aligns with investment bank Piper Sandler recently naming CoreWeave as its premier investment choice within the artificial intelligence (AI) sector. The development underscores the increasing global focus on robust cloud infrastructure to support the burgeoning AI industry.

Microsoft Shares See Best Day in Nearly 18 Years Amid Azure AI Surge
Microsoft's shares have experienced their strongest single-day performance in almost 18 years, driven by robust growth in its Azure cloud services. This surge validates the company's significant investments in artificial intelligence (AI) technologies.

Lockton Unveils Global Division for AI & Cloud Infrastructure Risk Management
Lockton, a leading global insurance broker, has launched a new division specifically for managing risks associated with data centers and digital infrastructure. This initiative, announced on July 29, 2026, aims to provide integrated risk solutions for crucial technologies like artificial intelligence, cloud computing, and digital connectivity worldwide.

CoreWeave Stock Falls 11.4% Amid Rising Investor Concerns Over Spending
Cloud services provider CoreWeave's stock dropped 11.4% on Friday, driven by investor scrutiny over the company's significant expenditures rather than its revenue generation. This highlights a critical balance investors seek between aggressive growth spending and clear paths to profitability.

Meta's AWS Cloud Hire Fuels Wedbush Optimism, Draws Investor Focus
Social media giant Meta Platforms has reportedly hired an individual from Amazon Web Services (AWS), prompting analyst firm Wedbush to express a bullish outlook on Meta's cloud computing ambitions. This strategic move highlights Meta's commitment to strengthening its technological infrastructure and could influence investor sentiment regarding its future growth.

Google Cloud Revenue Surges 82% Driven by Strong Enterprise AI Demand
Google's cloud computing division saw an impressive eighty-two percent revenue growth, primarily fueled by businesses adopting its Artificial Intelligence (AI) services. This strong performance helped alleviate concerns about Alphabet's significant investments in AI development, despite some delays in the company's own AI model progress this year.

Amazon Stock: Attractive Investment Amid Positive Trends & Goldman Sachs Endorsement
Global financial giant Goldman Sachs has highlighted Amazon as an attractive investment opportunity. This comes amidst strong positive catalysts, suggesting potential for growth in the e-commerce and cloud computing giant.

Oracle Shares Drop 10% as Heavy AI Spending Spooks Global Investors
Oracle's stock price tumbled in extended trading despite surpassing earnings expectations. Investors are concerned about the tech giant's massive capital expenditure and rising debt levels as it races to build Artificial Intelligence infrastructure.
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