Cloud Computing

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Key Facts

Key PlayersAWS, Azure, Google Cloud

AI AdoptionAdvanced

Use CasesAI-as-a-Service, Auto-scaling, MLOps

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FingerMotion Acquires 9.9% Stake in Lyken AI Computing for $500,000 in Stock-Only Deal

Nasdaq-listed FingerMotion is acquiring a 9.9% stake in Lyken AI Computing from Alset AI Ventures for $500,000 in stock, implying a $5 million valuation for the cloud compute provider. The deal brings a strategic investor to Lyken's vendor ecosystem while Alset retains 90.1% ownership.

Business2 sources

FingerMotion Acquires 9.9% Stake in Lyken AI Computing for $500,000 in Stock-Only Deal

Business2 sources

MasterClass Selects CoreWeave Cloud to Power AI Teaching Agents for Personalized Instruction

MasterClass has chosen CoreWeave Cloud to evaluate and improve the AI teaching agents driving its personalized instruction platform. Using W&B Weave, the online learning platform will track full learner conversations to refine teaching quality and personalization across its AI agent pipeline from experimentation to production.

Technology3 sources

MasterClass Selects CoreWeave Cloud to Power AI Teaching Agents for Personalized Instruction

Technology3 sources

IREN Delivers First AI Cloud Deployment to Microsoft Under $9.7 Billion Contract

IREN completed Horizon 1, the first of four planned 50-megawatt AI data center deployments for Microsoft at its Childress, Texas campus. The facility uses direct-to-chip liquid cooling and earned NVIDIA Exemplar Cloud status. IREN stock jumped 6-10% as the company transitions from Bitcoin mining to AI infrastructure.

Business5 sources

IREN Delivers First AI Cloud Deployment to Microsoft Under $9.7 Billion Contract

Business5 sources

Leah Partners with Oracle and PwC to Scale Agentic AI Platform Globally

Leah has partnered with Oracle and PwC to accelerate global expansion of its Agentic OS platform that autonomously handles legal, procurement, finance, and contracting workflows. The enterprise AI platform expects to achieve up to 30% performance improvement and 40% reduction in cloud operating costs while serving over 400 enterprise customers across regulated industries.

Business2 sources

Leah Partners with Oracle and PwC to Scale Agentic AI Platform Globally

Business2 sources

Larsen & Toubro bags $1.6 billion order to build India's largest Nvidia AI factory with 10,000 GPUs

Larsen & Toubro secured a mega ₹10,000-15,000 crore order to build India's largest AI infrastructure, deploying 10,000 NVIDIA B300 GPUs at its Chennai data centre campus for US-based Together AI. The project marks L&T's entry into the AI Factory business and will support large-scale AI training and inference workloads at a planned gigawatt-scale site.

Business3 sources

Larsen & Toubro bags $1.6 billion order to build India's largest Nvidia AI factory with 10,000 GPUs

Business3 sources

WhiteFiber Secures Over $540 Million in Cloud Contracts to Scale AI Infrastructure

WhiteFiber reported Q2 revenue of $28.84 million, surpassing FactSet estimates of $18.6 million, driven by a 54% year-over-year increase. The AI infrastructure provider announced multi-year cloud contracts exceeding $540 million in aggregate value, featuring deployments of NVIDIA B300 and Vera Rubin 200 GPUs across multiple locations to support generative AI workstreams.

Business2 sources

WhiteFiber Secures Over $540 Million in Cloud Contracts to Scale AI Infrastructure

Business2 sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Cisco reported Q4 revenue of $17.25 billion, surpassing Wall Street estimates as hyperscalers placed $4 billion in AI infrastructure orders during the quarter. The networking giant forecasts fiscal 2027 revenue between $72.2 billion and $73.4 billion, well above analyst expectations, signaling confidence in sustained AI spending despite stock decline on margin concerns.

Business14 sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Business14 sources

Blacksmith Secures $45M Series B at $550M Valuation as AI Code Validation Demand Surges

AI code-testing startup Blacksmith raised $45 million in Series B funding led by Peak XV Partners, reaching a $550 million valuation. The round comes as demand for AI code validation tools accelerates, with the company now serving over 5,000 customers and experiencing 5-10% weekly job growth since early 2026.

Startups3 sources

Blacksmith Secures $45M Series B at $550M Valuation as AI Code Validation Demand Surges

Startups3 sources

Chardan Initiates QumulusAI Coverage With Buy Rating, Sets $24.50 Price Target on AI Infrastructure Play

Chardan Capital Markets initiated coverage on QumulusAI with a Buy rating and a $24.50 price target, representing substantial upside from the current $6.11 stock price. The cloud infrastructure provider stands out by deploying GPU clusters in under 90 days versus the 12-24 month cycles typical of traditional providers, targeting underserved small and mid-market customers with NVIDIA GPUs.

Business2 sources

Chardan Initiates QumulusAI Coverage With Buy Rating, Sets $24.50 Price Target on AI Infrastructure Play

Business2 sources

Oracle and Quantinuum Partner to Deploy Quantum Computing on Cloud Infrastructure

Oracle Cloud Infrastructure has partnered with Quantinuum to bring the Helios quantum computer to its cloud platform. The multi-year deal enables customers to access hybrid quantum-AI infrastructure alongside existing high-performance computing and GPU services, targeting applications in drug discovery, financial modeling, and materials science.

Technology7 sources

Oracle and Quantinuum Partner to Deploy Quantum Computing on Cloud Infrastructure

Technology7 sources

Ryanair signs five-year Google Cloud AI partnership to transform airline operations

Europe's largest airline by passenger numbers has inked a five-year cloud partnership with Google Cloud, deploying Gemini Enterprise and DeepMind models across 35,000 employees. The deal establishes a dual-cloud strategy alongside AWS to support Ryanair's ambitious target of carrying 300 million passengers annually by 2034.

Technology5 sources

Ryanair signs five-year Google Cloud AI partnership to transform airline operations

Technology5 sources

Foxconn Posts 35% Profit Surge as AI Servers Overtake iPhone Assembly for First Time

Foxconn reported a 35% profit surge to $1.86 billion in Q2 2026, driven by exploding AI server demand. The company's cloud and networking division now accounts for 51% of revenue, surpassing iPhone assembly for the first time. Despite beating forecasts with 41% revenue growth, Foxconn faces mounting competition as its high-end rack market share is projected to drop from 51% to 39%.

Business5 sources

Foxconn Posts 35% Profit Surge as AI Servers Overtake iPhone Assembly for First Time

Business5 sources

iOS 27 Beta 5 Links Apple Intelligence Access to iCloud+ Subscription Tiers

iOS 27 beta 5 confirms Apple is tying Apple Intelligence feature limits to iCloud+ subscription tiers. Higher storage plans unlock more AI-generated video summaries for HomeKit Secure Video cameras and increased daily usage limits for image generation. The move signals Apple's shift toward a tiered AI subscription model.

Technology2 sources

iOS 27 Beta 5 Links Apple Intelligence Access to iCloud+ Subscription Tiers

Technology2 sources

IBM Cloud lands $240M deal with Together AI for open-source inference cluster

IBM and Together AI signed a $240 million multi-year agreement to build a large-scale AI inference cluster on IBM Cloud using Nvidia HGX B300 systems. The cluster will run open-source AI models including DeepSeek and MiniMax, targeting enterprises seeking cost-effective AI infrastructure. The deployment marks IBM's strategic bet on affordable inference over closed proprietary systems.

Technology6 sources

IBM Cloud lands $240M deal with Together AI for open-source inference cluster

Technology6 sources

Riot Platforms Strikes $9.1 Billion AI Infrastructure Deal with Anthropic as Bitcoin Miners Pivot

Bitcoin miner Riot Platforms has signed a $9.1 billion, 20-year compute deal with Anthropic, leasing 191 megawatts at its Rockdale, Texas campus. The agreement marks a major shift as bitcoin miners transition to AI infrastructure landlords, with the deal potentially reaching $16.1 billion if extended.

Business10 sources

Riot Platforms Strikes $9.1 Billion AI Infrastructure Deal with Anthropic as Bitcoin Miners Pivot

Business10 sources

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