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Company

Cloud Infrastructure

3 articles rising

Cloud Infrastructure has appeared in 3 articles since 2020-09. Coverage peaked in 2025Q3 with 2 articles. Frequently mentioned alongside Oracle.

Articles
3
mentions
Velocity
+100.0%
growth rate
Acceleration
0.000
velocity change
Sources
3
publications
Cerebras Is Fast. AWS Owns the Ladder.
AWS plans to place Cerebras beside cheaper Trainium just as Cerebras’ Q1 revenue rose 94% to $193.4 million. Cerebras also forecast a Q2 decline in core gross m...
Meta’s Data Centers Want Outside Customers
Meta has raised $62B of debt since 2022 and shifted $30B of AI data-center debt into SPVs. A July 4 report gives that capacity a second possible identity: infra...
Five Layers
The Iran campaign is the first conflict fought simultaneously across five technology layers — AI, cyber, cloud infrastructure, prediction markets, and surveilla...
The $180 Billion Principle
On the same day Anthropic raised $30 billion and reported $14 billion in run-rate revenue, the Pentagon published a document adding the company to a Chinese mil...

Coverage Timeline

2025-09-22
Bloomberg 15 related

Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries

Oracle Corp. on Monday promoted Clay Magouyrk and Mike Sicilia to become co-chief executive officers, signaling the company's focus …

2025-07-02
SemiAnalysis 3 related

A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability

Oracle's Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations.

2020-09-21
TechCrunch 32 related

US delays TikTok ban by a week, as company says Oracle and Walmart may take 20% stake in TikTok Global's pre-IPO round, host US user data and computer systems

or crazy volatile? Or if monetization goes slower than expected? Jason Keath / @jasonkeath : Walmart (and Oracle) still somehow won out as a partial owner ok TikTok (in principle) at 7.5%. Another imp...

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