(Bloomberg) — CoreWeave Inc. (CRWV) has signed a deal to supply Meta Platforms Inc. (META) with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. Most Read from Bloomberg “They loved our infrastructure in earlier contracts and came back for more,” Chief Executive Officer Michael Intrator said in an interview. As part of the agreement, CoreWeave will provide the social media giant access to Nvidia Corp.’s latest GB300 systems, h ...

Core Insights - Fortude has achieved the Analytics on Microsoft Azure specialization, enhancing its status as a Cloud & AI solutions provider and solidifying its partnership with Microsoft [1][4] - The specialization enables Fortude to deliver transformative and secure analytical solutions at an enterprise scale, leveraging customers' data assets [2][3] - This marks Fortude's first Microsoft specialization, following the Digital and App Innovation (Azure) designation, indicating a rapid expansion in collaboration with Microsoft [4] Company Achievements - The specialization was awarded after a comprehensive audit by Microsoft, assessing delivery, skills, customer success, and processes [2] - Fortude's team of architects and engineers played a crucial role in achieving this milestone, showcasing their multi-year experience in Azure-based projects [3] - The Analytics on Microsoft Azure specialization allows Fortude to differentiate itself and strengthen customer connections through tailored Microsoft analytics solutions [3]

Key Takeaways CRWV revenues surged 207% to $1.2B, with OpenAI contracts totaling $22.4B, boosting visibility.GOOGL's cloud revenues rose 32% to $13.6B, with a $50B run rate and expanding AI data centers.CRWV leans on rapid AI growth while GOOGL offers stability.CoreWeave (CRWV) and Alphabet (GOOGL) provide cloud infrastructure services for AI workloads. CoreWeave offers GPU-accelerated infrastructure for AI, while Google is a well-established tech giant with diverse revenue sources and an expanding presence ...

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. Alibaba Group Holding Limited (NYSE:BABA) is one of the stocks analysts were recently talking about. Thomas Hayes from Great Hill Capital said in a latest program on Schwab Network that Alibaba is the “cheapest” way to play AI “in the entire world.” Here is why the analyst is bullish on the stock: “We started buying this over $100. It dropped to $60. We pounded the table while all the sell sides were saying China is uninvestabl ...

Group 1 - Amazon.com, Inc. (NASDAQ:AMZN) is currently viewed as having potential for growth despite being described as "stuck in neutral" by analysts [1] - The company has a key partnership with Anthropic, which is expected to drive growth in Amazon Web Services (AWS) through increased compute spending [1] - Analysts believe that Amazon's position in the e-commerce and cloud sectors will improve as industry growth accelerates [1] Group 2 - Mairs & Power Balanced Fund initiated a new position in Amazon during Q2 2025, capitalizing on stock weakness due to tariff news and market decline [2] - The Fund recognizes Amazon's strong position in retail and its leading cloud business, indicating confidence in its market share growth [2] - There is a belief among some investors that certain AI stocks may offer higher returns with limited downside risk compared to Amazon [2]

Core Viewpoint - Alibaba Group's stock has surged approximately 5% due to increased investor confidence in its cloud computing and artificial intelligence initiatives, making it the best-performing Chinese tech stock in September [1] Group 1: Stock Performance - Alibaba's year-to-date stock gain exceeds 112%, significantly outperforming the NYSE Composite index's 13% returns, with the stock trading above its 52-week high of $181.34 [2] - The stock is on track for its best monthly performance since its 2019 Hong Kong listing, coinciding with triple-digit growth in AI-related products and exceeding sales expectations in its cloud unit [8] Group 2: AI and Cloud Computing Initiatives - Alibaba's Qwen3-Omni multimodal AI system has achieved the top rank on Hugging Face's trending model list, outperforming both its predecessor and competitors like OpenAI's GPT-4o and Google's Gemini-2.5-Flash in various recognition tasks [3][4] - The Qwen3-Omni series is described as the first native end-to-end model that integrates text, images, audio, and video, showcasing Alibaba's advancements in AI technology [4] Group 3: Market Position and Analyst Sentiment - Alibaba's open-source models dominate Hugging Face rankings, with half of the top 10 models being from Alibaba, surpassing Meta Platforms' Llama [5] - Analysts have revised their ratings upward, with Morningstar calling Alibaba undervalued due to increased spending on data centers, adoption of AI models, and rising cloud revenues [6] - Morgan Stanley has raised its cloud growth estimates to 32% for fiscal 2026 and 40% for fiscal 2027, citing increased capital expenditures and new partnerships [7] Group 4: Strategic Partnerships and Future Outlook - Alibaba has announced a partnership with Nvidia to enhance its AI capabilities, further solidifying its commitment to AI investment [7] - Analysts believe that Alibaba's full-stack cloud-AI integration could strengthen the position of Chinese equity markets in the global AI narrative [9]

Key Points Amazon is a good value and remains the leader in cloud computing. Its diversified business gives it no shortage of avenues to deploy capital and create shareholder value. The company must reignite investor excitement in AWS. These 10 stocks could mint the next wave of millionaires › The "Ten Titans" are hugely influential growth stocks that make up a combined 39% of the S&P 500. The list consists of Nvidia, Microsoft, Apple, Alphabet, Amazon (NASDAQ: AMZN), Meta Platforms, Broadcom, Te ...

Key Points The tech sector’s exposure to AI gives it plenty of potential to keep outperforming the S&P 500. AI is driving increased demand for semiconductors, benefiting chip makers and equipment suppliers. The Vanguard S&P 500 Growth ETF is a good way to invest in AI companies outside the tech sector. 10 stocks we like better than Nvidia › There are plenty of ways to invest in artificial intelligence (AI). Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) are designing cutting-edge AI chips. A ...

IBM and Amazon Web Services (AWS) have expanded their partnership to accelerate secure cloud adoption and digital transformation initiatives across the Middle East. The agreement will see IBM Consulting’s expertise in AI, hybrid cloud, and sector-specific solutions combined with AWS’ cloud infrastructure to support organisations in Saudi Arabia, UAE, and neighbouring markets. A central feature under consideration is a joint IBM-AWS Innovation Hub in Riyadh. This centre would provide enterprises and publ ...

Core Insights - Investment in computing infrastructure for AI is transforming the cloud computing market, positioning Oracle as a leading stock choice for investors [1] Group 1: Company Performance - Oracle's cloud infrastructure (OCI) segment experienced a 55% year-over-year revenue increase last quarter, up from 52% in the previous quarter [2] - Remaining performance obligations surged by 359% year-over-year to $455 billion, indicating strong demand for Oracle's services [2][4] - Analysts project Oracle's earnings to grow 15% annually, with management forecasting cloud infrastructure revenue to reach $144 billion in four years, up from $18 billion this year [5] Group 2: Market Position - Oracle has become the preferred cloud provider for AI workloads, attracting leading AI companies like OpenAI [3][4] - The company's ability to build large, cost-efficient data centers gives it a competitive edge over rivals [4] - Oracle's cloud services can be utilized on other platforms such as Amazon, Google, and Microsoft, offering customers significant flexibility [3]