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US CLOUD COMPANIES
China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...- Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's whyIndian IT stocks dropped on Monday as stronger-than-expected US jobs data revived concerns over a September Federal Reserve rate hike. The ...
- After 18 years at helm, Shantanu Narayen passes reins to Anil ChakravarthyChakravarthy had been president of Adobe’s customer experience orchestration business and worldwide field operations, having joined the com...
- Chinese AI firm Moonshot files confidentially for Hong Kong IPOMoonshot's latest version, Kimi K3 released in July, has met with positive reviews and robust demand, and sources have said the startup is ...
- Adobe hands CEO job to Anil Chakravarthy in a bid to steer under-pressure software business amid AI competitionAdobe appointed company insider Anil Chakravarthy as its new chief executive. He takes over from Shantanu Narayen, who led the company for ...
- HospitalStore.com crosses ₹32 crore revenue, targets ₹50 crore by 2027 with AI-Powered hospital technologyB2B healthcare platform expands from medical procurement to hospital technology with the launch of HospitalCloud.ai
- Microsoft shares rise after Azure sales disclosure; AI cloud growth in focusMicrosoft has disclosed Azure’s quarterly and annual revenue for the first time, giving investors a clearer view of its position against Am...
- With Catalyst 3.0, Zoho focuses on what happens after AI writes the codeCatalyst 3.0 is Zoho’s attempt to close that gap by connecting AI coding assistants directly with the cloud infrastructure needed to run an...
- Anthropic unveils Claude Fable 5.1 and Mythos 5.1 for coding and knowledge workArtificial intelligence company Anthropic announced the launch of Claude Fable 5.1 and Claude Mythos 5.1, describing them as the world's mo...
- Oracle layoffs 2026 September 1 update: US employees ‘watch’ Slack counts after no 6 AM job-cut email — when could layoffs happen?Oracle layoffs 2026: The dreaded 6 am layoff email failed to arrive on September 1, leaving Oracle employees across the US and India watchi...
- OpenAI says Apple has only itself to blame in trade-secret fightOpenAI denied Apple's allegations of trade secret theft on Monday, saying the iPhone maker failed to show any confidential information was ...
- Microsoft Outlook down: Thousands hit by email outage as users unable to send, receive or open messagesOn Monday morning, Microsoft Outlook users encountered significant email access difficulties due to an authentication glitch linked to Exch...
- From Tech NAM to NAS: India’s case for tech sovereignty through strategic choicesIt is crucial for countries to embrace a non-aligned sovereignty approach in artificial intelligence, enabling them to diversify their tech...
- Oracle layoffs September 1: Will employees wake up to another ‘6 a.m. email’ tomorrow after 21,000 jobs were cut as AI spending soars?Oracle layoffs 2026: Employees are reportedly bracing for another round of job cuts after Oracle eliminated around 21,000 positions earlier...
- Jio Haptik appoints Adarsh as Enterprise Business Head to drive global AI growthJio Haptik has appointed Adarsh as its new Enterprise Business Head. He will lead sales, customer success, and international expansion effo...
- Nvidia stock under pressure. What’s behind the pullback?Nvidia has paused some deals under a new financing initiative for AI cloud companies.
- Is your data truly yours? India's sovereignty struggle with foreign cloud providers and AIIndian enterprises now prioritize data sovereignty over cost and scale in cloud procurement. New regulations and geopolitical shifts highli...
- Nvidia pauses revenue-sharing deals with AI cloud companiesThe chip giant stepped back from the program last week, the Journal said, adding that it could still revamp the initiative later or fold it...
- China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharingThe discussions highlight how China's leading AI models, often far cheaper than Western offerings, are gaining traction in the US, despite ...
- China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources sayMoonshot AI is negotiating revenue-sharing deals with Microsoft, Amazon, and Google. These talks could allow US cloud providers to host its...
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