cloud

3 articles tagged with this topic

What Microsoft Feared Most Wasn 't Losing Money

Microsoft's early internal concern wasn't Open AI's RO I, but OpenAI def ecting to Amazon and defining Azure as unsu itable for AI. The real battle wa

14h ago9 min read

coreweavegpu

CoreWeave Is No Longer Just a GPU Landlord

Core Weave's Q1 was labeled 'transformational' by its CEO— not just for revenue and margin gains , but for demand expanding from AI-native to trading,

14h ago9 min read

hon-hainvidia

Hon Hai's 30% Growth Is Not Just a Contract Manufacturing Story

Hon Hai's April 2026 revenue rose 29.7% Y oY. Surface narrative : AI server demand. Real signal : Nvidia's supply chain hasn 't entered dest ocking. W

3d ago9 min read