Google Cloud Next 2026 Bets The Agentic Enterprise On Specialized Silicon

Google Cloud Next 2026 unveiled split TPU 8t and 8i chips, an Agentic Data Cloud and a $185 billion capex bet that the ...
Data Center Frontier

Microsoft Builds for Two Worlds: Sovereign Cloud and AI Factories

Microsoft is scaling two infrastructure models at once: sovereign cloud regions for compliance and a new class of AI factory ...

The $720 Billion Capex Trap: 2 Artificial Intelligence (AI) Hyperscalers Spending on Growth While the Rest Spend on Maintenance

The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this ...

Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus

Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and ...
The Motley Fool

Best Cloud Computing Stocks for 2026 and How to Invest

Cloud computing stocks offer long-term investment opportunities in digital transformation. Top companies like Amazon's AWS and Microsoft's Azure lead, with smaller firms like Salesforce growing.