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Tag

Cloud Infrastructure

3 articles

Technology32m ago

Anthropic's $11.6B Akamai Deal: Equity Warrants Change Cloud Economics

Infrastructure spending unlocks equity stakes for AI labs, with Anthropic's warrant potentially worth 5 percent of Akamai stock as CPU demand drives a new deal structure.

U.S. Equities16d ago

Oracle's Cloud Surge: Infrastructure Beat Shows Pricing Power in AI Race

Oracle's $7.39 billion cloud infrastructure revenue handily beat expectations, but rising capex and debt load temper the upside for a stock trading near all-time highs.

Technology45d ago

Mistral Opens Platform to Third-Party Models, Plans 1 GW European Compute by 2030

The French AI lab now hosts Z.ai's GLM-5.2 and is building sovereign cloud capacity for enterprise and government customers across Europe.