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INSANE: 5 | Vintage Vibes

Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There

Anthropic filed confidentially for an IPO after a $965 billion valuation; Amazon and Alphabet hold major private stakes, offering investors indirect exposure ahead of a potential 2026 debut.

From missiles to malware: Why the Gulf is stepping up its operational resilience

From missiles to malware: Why the Gulf is stepping up its operational resilience

As cyberattacks intensify and AI reshapes the digital battlefield, Gulf states are racing to strengthen the defenses protecting their most critical infrastructure

Amid Strong, Positive Catalysts and the Endorsement of Goldman Sachs, Amazon Stock Looks Very Attractive

Amid Strong, Positive Catalysts and the Endorsement of Goldman Sachs, Amazon Stock Looks Very Attractive

AMZN stock should get a huge boost from the company's AI and satellite businesses.

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High costs, higher hopes

As Thailand focuses its economic development strategy on data centres and electric vehicles (EVs), some are questioning if those sectors can really deliver on growth given the high cost.

Mark Zuckerberg Doubles Down on Raw Computing Power to Challenge AWS and Microsoft. What That Means for META Stock.

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

Kyndryl and Microsoft Team Up on Cloud Sovereignty. Don’t Count on This Being a Game-Changer for KD Stock.

Kyndryl Holdings expanded its Sovereignty Solutioning partnership with Microsoft to deliver compliant, data-residency-focused cloud and AI workloads across Azure public cloud and Azure Local for hybrid environments.

Green manufacturing offers opportunity

Thailand is intensifying its efforts to combat global warming by steering investment towards green manufacturing.

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Meta's $145 Billion AI Bet Faces Execution Delays Inside Its Agent Systems. Now The Bigger Question Is Whether Any Company Can Make Agents Work At Scale.

Meta's $145 Billion AI Bet Faces Execution Delays Inside Its Agent Systems. Now The Bigger Question Is Whether Any Company Can Make Agents Work At Scale.

Meta AI agents behind schedule after 8,000 layoffs and up to $145B in 2026 spending: Zuckerberg told employees Thursday that four months of restructuring have not accelerated agentic development as expected. Meta shares dropped 5%. The same week, AWS and Microsoft committed $3.5B to close the industry-wide production deployment gap.

International Business Times

Microsoft, AWS deploy engineer armies to help crack AI

Microsoft, AWS deploy engineer armies to help crack AI

AWS and Microsoft want to embed thousands of their own engineers at client companies to help them capitalize on artificial intelligence, which has yet to prove its profitability in the business world. Microsoft and AWS, both of which supply servers and software to a myriad of businesses worldwide, are betting…

The Economic Times

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Facebook's parent company could be launching a new Meta Compute business to sell excess capacity to other hyperscalers and startups.

Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?

Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?

“Data center capacity in the United States is not going to age well,” MNTN CEO Mark Douglas told Fortune. He gives it two years.

Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.

Tom’s Hardware

Amazon reveals it used more energy than New Zealand in 2025 as its carbon footprint rises 16%

Amazon reveals it used more energy than New Zealand in 2025 as its carbon footprint rises 16%

AWS has more data centers than before, hence the rise in emissions, but supply chain emissions are still a major problem.

Cathie Wood Bets Big on Cerebras and Palantir Stocks After Sharp Pullback

Cathie Wood Bets Big on Cerebras and Palantir Stocks After Sharp Pullback

Despite recent pullbacks, Palantir and Cerebras continue to post impressive growth.

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The 'Gemini 5' Stress Test: Why the Market Is Wrong About AI Chipmakers and Big Tech Stocks

The AI hardware boom is a cyclical bubble. Soon, AI models will optimize and slim down, crashing chipmaker stocks and unlocking massive free cash flow for undervalued Big Tech companies.

Dear Amazon Stock Fans, Mark Your Calendars for July 2

Amazon is rolling out a July 2 Prime fuel and grocery deal. Here is why AMZN stock investors should treat it as more than a holiday promo.

Amazon is spending billions on deploying engineers into customers looking to get started with AI

AWS' Forward Deployed Engineers will reside inside customer organizations to build and implement AI tools at scale.

The Economic Times

Saints & Masters expands multi-cloud play with Xencia acquisition

The deal comprises a mix of equity, debt and share swap, and follows S&M's earlier acquisition of AWS partner Nubinix Technologies in March. The combined entity now has a post-money valuation of Rs 300 crore.

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Amazon Could Be About to Reap the Rewards of a Software Spending Boom

A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.

The Economic Times

Amazon's AWS commits $1 billion toward new unit for embedded AI engineers

The company is committing an initial $1 billion to the initiative with the goal of sending five to six pods of engineers to customers for ‌45-day periods, said ⁠Francessca Vasquez, ⁠AWS vice president of frontier AI engineering and services.

AWS CEO says replacing young employees with AI is 'one of the dumbest ideas'—and bad for business: 'At some point the whole thing explodes on itself'

Amazon laid off 14,000 employees last fall, but CEO Andy Jassy denied the reductions were related to AI.

Amazon Stock Fans Can Thank Gen AI for a Successful Prime Day, New Data Shows

Amazon records stronger Prime Day momentum as generative AI lifts shopper activity, driving $8.3 billion in day one spending.

NAIC confirms data breach with ShinyHunters claiming 3.1TB of data stolen in Oracle zero-day attack

Insurer regulatory filing documents, customer bulk orders, and more, stolen in a major zero-day supply chain attack

Cerebras Systems, Inc: The Next Rags-to-Riches AI Story?

Cerebras is on track to dominate in the inference industy but there are some hurdles to overcome: Analysts are optimistic and see value for investors.

The Economic Times

EU targets Amazon, Microsoft cloud units for Big Tech 'gatekeeper' rules

EU antitrust regulators are eyeing Amazon and Microsoft's cloud services, AWS and Azure, as potential 'gatekeepers' under new tech rules. This move, following a seven-month probe, could impose strict obligations on these giants, impacting their market power and fostering fairer competition. The expansion into cloud infrastructure, crucial for AI, aims…

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