#cloud computing

#cloud computing

Netflix Inc. ( NASDAQ: NFLX) is the largest streaming media company in the world, with 300 million subscribers and an annual revenue run rate of almost $50 billion. Amazon.com Inc. ( NASDAQ: AMZN) has a subscriber count near 200 million. Netflix is in the business to make money from streaming. Amazon is in the business, in large part, to help it gain Prime members, which drives its e-commerce business more than anything else.

At the time the company's woes seemed intractable. How could it claw its way back in a world in which it lost out on the internet, social media, and mobile computing? Somehow, Nadella managed to do it. He ended Microsoft's ill-advised foray into building a mobile Windows OS, ended the corporate infighting and sniping, and recognized that Windows was no longer the company's future. Instead, he bet big on cloud computing - and the bet paid off.

The tech hiring market is being pulled in two directions: a flood of candidates for certain roles and stark shortages in others. New survey data from Indeed highlights the unevenness of the tech talent landscape and the profound impact of AI on reshaping the skills employers need most. While many tech jobs attract an oversupply of applicants, the study found that key areas, such as cloud computing, data analytics, and AI development, are still starved for qualified professionals.

In their gold rush to build cloud and AI tools, Big Tech is also enabling unprecedented government surveillance. Thanks to reporting from The Guardian, +972 Magazine, Local Call, and The Intercept, we have insights into the murky deals between the Israeli Government and Big Tech firms. Designed to insulate governments from scrutiny and accountability, these deals bode a dark future for humanity, one that is built using the same tools that once promised a bright, positive world.

Growth investors face a paradox: The best companies always look expensive, but waiting for "cheap" often means missing the compounding that builds fortunes. Recent volatility has cracked open entry points in three platforms growing 13% to 27% annually, with moats that deepen as they scale. Unlike the artificial intelligence (AI) darlings trading at 100 times sales, these businesses already generate meaningful cash while riding secular trends untouched by Fed cycles or politics. Read on to find out more about these three incredible growth stocks.

AI workloads are already expensive due to the high cost of renting GPUs and the associated energy consumption. Memory bandwidth issues make things worse. When memory lags, workloads take longer to process. Longer runtimes result in higher costs, as cloud services charge based on hourly usage. Essentially, memory inefficiencies increase the time to compute, turning what should be cutting-edge performance into a financial headache.

Some of the personnel changes and additional reviews that we've seen in the U.S. Fed seem to continue and have resulted in longer deal cycles and some increased variability overall in that particular vertical for us.

Colocation capacity in North American datacenters has dropped to a record low of 2.3 percent, with the construction pipeline mostly pre-leased, significantly constraining growth.

Foxconn's Cloud & Networking revenue has jumped 47%, driven primarily by AI server demand, overtaking its consumer electronics business for the first time.

According to figures from researchers at Omdia, the annual datacenter capex of cloud giant Amazon alone now exceeds $100 billion, making it roughly comparable to the entire GDP of Costa Rica.

Amazon not only dominates the cloud computing market with a 30% share but also leads in e-commerce, capturing approximately 38% of the U.S. market.