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Amazon cloud growth beats forecasts but Google outpaces gains

Amazon reported first-quarter AWS revenue growth of 28% to $37.6 billion, surpassing expectations amid surging AI demand and new partnerships with OpenAI and Anthropic. Despite this, shares fell in ...
GovCon Wire

DHS Forecasts New Departmentwide Cloud IDIQs Exceeding $100M

The Department of Homeland Security is planning a departmentwide cloud acquisition to centralize the procurement and management of commercial cloud services across its components. According to a ...
Forbes

Oracle Stock Up 99% On Growth Forecast. Learn Whether To Buy $ORCL

Oracle's stock soared after a report of a cloud contract with OpenAI and an optimistic forecast for its AI-driven cloud infrastructure. The company projects aggressive eight-fold growth in ...
U.S. News & World Report

SAP's 2026 Cloud Forecasts Disappoint, Shares Endure Biggest Daily Loss Since 2020

Jan 29 - German software company SAP's 2026 ‌cloud revenue forecast failed to meet market expectations ‌on Thursday and the company's shares fell by 15%, marking their steepest one-day decline ...
Hosted on MSN

Amazon cloud growth beats forecasts but stock dips

Amazon posted first-quarter results that topped Wall Street expectations, driven by a 28% jump in AWS revenue on strong AI demand. Despite the beat and upbeat revenue guidance, shares slipped as ...
Advanced Television

Forecast: Telco network cloud spend at $24.8bn by 2030

Global spending on telco network cloud infrastructure and software is projected to grow from $17.4 billion (€14.9bn) in 2025 to $24.8 billion by 2030, representing a compound annual growth rate ...