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Tag

Cloud

3 articles

Technology5d ago

Anthropic's $517B Compute Bet: IPO Readiness or Infrastructure Overshoot

The AI startup locked in compute contracts worth $517 billion over 11 months—nearly three times its prior $180 billion projection—as it races to match rivals' scale ahead of a potential public offering.

U.S. Equities15d ago

Salesforce's AI Surge Justifies $265 Target as Agentforce Hits $1.5B ARR

CRM surged 22.6% on fiscal Q2 results showing $11.35B revenue and $5.90 adjusted EPS, with Agentforce and Data 360 ARR combined reaching $3.9B.

Technology45d ago

Microsoft's $35 Billion AI Spend Gives Cloud Margin Bears an Answer

The tech giant detailed its fiscal 2027 capital expenditure plan for AI infrastructure, easing investor concerns about profitability and lifting its stock.