Najnovejše ##cloudinfrastructure novice, mnenja in današnji vir

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🌐 Google's Big Bet: $185 Billion Investment in AI and Cloud Infrastructure! 🚀

A major shift is about to take place in the world of AI! Google has announced a massive investment of $175 billion to $185 billion this year to strengthen artificial intelligence and cloud infrastructure.

CEO Sundar Pichai has called this the "Agentic Era," indicating that future AI will not only respond, but also take action!

💡 Key highlights of this investment:

Mega Investment: The $175B-$185B investment will directly propel Google's AI and cloud capabilities to new heights.

Strengthening the Ecosystem: Google has released a special fund of $750 million for its 120,000 cloud partners.

Objective: Its primary goal is to build 'Agentic AI' products to foster innovation and collaboration.

This move establishes Google as a clear leader in the digital race of the future. We are entering an era where AI will become not just a tool, but a collaborator!

👉 $SPK $GOOGL $RAVE

What do you think? Will this 'Agentic Era' completely change the way we work? Share your thoughts in the comments! 👇

#Google #AI #CloudInfrastructure #AgenticAI #TechNews #Innovation #futureoftech

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$NEIRO InveniamIO acquires @storj to power the future of decentralized data infrastructure.

The acquisition brings @storj distributed cloud platform into @InveniamIO's ecosystem — advancing decentralized storage, compute, and data orchestration for private markets.

#Inveniam #Storj #DecentralizedData #AI #PrivateMarkets #CloudInfrastructure

STORJ0,00%

NEIRO−4,81%

mhzr

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Članek

Oracle’s 500% Debt-to-Equity Ratio Flags Heavy Borrowing, JPMorgan Warns

A new analysis from J.P. Morgan's Michael Cembalest has reignited concerns about Oracle's debt levels, revealing that the company remains far more leveraged than its AI-driven peers despite recent clarifications.
Oracle's debt-to-equity ratio sits near 500%, compared to just 50% for Amazon and 30% for Microsoft. Even when measured by net debt-to-EBITDA, a more accurate metric, Oracle's ratio is still around 400%, placing it well above companies like Google, Amazon, and Nvidia, which all hover near zero.
Cembalest explained that stock buybacks have distorted Oracle's debt picture by shrinking its equity base, making the company appear even more leveraged. Those buybacks also boosted founder Larry Ellison's ownership stake, which helped fuel investor confidence but reduced flexibility.
He added that while Oracle's credit rating remains stable and bond investors would likely continue buying its debt, the company's borrowing capacity is still limited compared to other AI leaders.
The borrowing spree stems from Oracle's $60 billion commitment to expand its cloud infrastructure and support OpenAI's massive computing needs. J.P. Morgan previously warned this could mark the start of a debt-fueled AI arms race across Big Tech.
Despite these concerns, Oracle shares are up nearly 70% in 2025, showing investor optimism that its AI investments may eventually outweigh its heavy leverage.

▫️ Follow for tech, business, & market insights

#Oracle #JPMorgan #AIDebtRace #TechFinance #CloudInfrastructure

Salma6422

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Europe Fears Trump-Controlled “Kill Switch” for U.S. Cloud Services 💻

As President Trump returns, worries in Brussels are rising ⚠️ — American tech giants like Microsoft, Google & Amazon host critical digital infrastructure across Europe. A Trump executive order could theoretically compel them to shut off cloud services to Europe at any time — effectively a “kill switch.”

Europe’s response? Accelerate building its own sovereign cloud, open-source tools, and digital guidelines—but decoupling is complex and years away.

📌 The digital battleground between the U.S. and EU is heating up — and YOU should follow it.

#DigitalSovereignty #CloudInfrastructure #EUvsUS #Salma6422