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Search Intelligence

Results for: "cloud"(139 total found)

AI Cloud Startup Nscale Seeks $3.5B in Pre-IPO Funding, Including $2B From Nvidia
Startup
about 1 month ago•1 min read

AI Cloud Startup Nscale Seeks $3.5B in Pre-IPO Funding, Including $2B From Nvidia

Zubiqo Take

“Nvidia funding the very cloud providers that buy its chips is a flawless method to guarantee its own revenue stream.”

AI: BullishMag 8
Bloomberg
Cloudflare Integrates OpenAI's GPT-5.6-Cyber to Automate Network Edge Vulnerability Patching
Cybersecurity
about 1 month ago•2 min read

Cloudflare Integrates OpenAI's GPT-5.6-Cyber to Automate Network Edge Vulnerability Patching

Zubiqo Take

“We finally admitted human engineers can't read logs fast enough, so we're just letting OpenAI write our firewall rules.”

AI: BullishMag 8
SiliconANGLE
Crusoe Inks Reported $13B GPU Cloud Contract With Jane Street
Finance
about 1 month ago•2 min read

Crusoe Inks Reported $13B GPU Cloud Contract With Jane Street

Zubiqo Take

“The quant arms race has escalated from laying fiber optic cables to hoarding enough GPUs to train a frontier model, just to shave microseconds off a trade.”

AI: BullishMag 8
Bloomberg
Adobe Injects 70+ Creative Cloud Tools Directly Into Slackbot
Big Tech
about 1 month ago•2 min read

Adobe Injects 70+ Creative Cloud Tools Directly Into Slackbot

Zubiqo Take

“The future of enterprise productivity is just operating complex graphic design software blindly through a text box.”

Mag 6
Engadget
HPE Crushes Q3 Estimates, Raises FY27 Outlook After Securing $3.5B Cloud Server Deal
Hardware
about 1 month ago•2 min read

HPE Crushes Q3 Estimates, Raises FY27 Outlook After Securing $3.5B Cloud Server Deal

Zubiqo Take

“Everyone is obsessing over frontier AI models while the legacy hardware dinosaurs are quietly raking in billions laying the physical pipes.”

AI: BullishMag 7
Bloomberg
CrowdStrike Deploys AI Agents for Cyber Remediation with Falcon IQ
Cybersecurity
about 1 month ago•2 min read

CrowdStrike Deploys AI Agents for Cyber Remediation with Falcon IQ

Zubiqo Take

“Pitching automated remediation is easy until an agent pushes a patch that breaks production.”

AI: BullishMag 6
SiliconANGLE
Anthropic Inks $35B Cloud Deal With Nvidia-Backed Lambda for Texas AI Data Center
AI
about 1 month ago•2 min read

Anthropic Inks $35B Cloud Deal With Nvidia-Backed Lambda for Texas AI Data Center

Zubiqo Take

“Frontier AI labs are just becoming massive funnels to route billions of venture dollars directly into Nvidia's pockets via preferred cloud proxies.”

AI: BullishMag 8
Bloomberg
OpenClaw 2.0 Overhauls AI Agent Framework With 16,000 Pull Requests and Multiplayer Cloud Sessions
AI
about 1 month ago•2 min read

OpenClaw 2.0 Overhauls AI Agent Framework With 16,000 Pull Requests and Multiplayer Cloud Sessions

Zubiqo Take

“Everyone loves moving fast and breaking things until they actually have to support the people using their software.”

AI: BullishMag 7
OpenClaw
Nvidia Pauses AI Cloud Revenue-Sharing Deals Amid Antitrust Fears
Big Tech
about 2 months ago•2 min read

Nvidia Pauses AI Cloud Revenue-Sharing Deals Amid Antitrust Fears

Zubiqo Take

“When you try to tax the entire ecosystem, the regulators eventually wake up.”

AI: BearishMag 8
Wall Street Journal
Apple Reverses iCloud+ Hide My Email Domain Change After User Backlash
Big Tech
about 2 months ago•2 min read

Apple Reverses iCloud+ Hide My Email Domain Change After User Backlash

Zubiqo Take

“Apple remembered that a privacy shield only works if you don't paint a giant target on it for every growth hacker on the internet to block.”

Mag 6
MacRumors
RUM Group Signs $13.7B GPU Deal With US Cloud Customer
AI
about 2 months ago•2 min read

RUM Group Signs $13.7B GPU Deal With US Cloud Customer

Zubiqo Take

“Offering 50 million penny warrants proves that landing giant compute contracts requires massive dilution for existing shareholders.”

AI: BullishMag 8
CryptoBriefing
Starcloud Lands $250M Extension at $2.3B Valuation to Build Orbital AI Data Centers
Aerospace/Space
about 2 months ago•2 min read

Starcloud Lands $250M Extension at $2.3B Valuation to Build Orbital AI Data Centers

Zubiqo Take

“Space compute is turning into a speculative real estate land grab on SpaceX's launch manifest before Falcon 9 retires.”

AI: BullishMag 7
TechCrunch
Apollo Global Management Confirms Cloud Data Breach Exposing Social Security Numbers
Cybersecurity
about 2 months ago•2 min read

Apollo Global Management Confirms Cloud Data Breach Exposing Social Security Numbers

Zubiqo Take

“Billions in assets under management won't stop employees from giving away cloud access over a phone call.”

AI: BearishMag 8
CryptoBriefing
CoreWeave Signs Multibillion-Dollar AI Cloud Deal With Hudson River Trading
Finance
about 2 months ago•2 min read

CoreWeave Signs Multibillion-Dollar AI Cloud Deal With Hudson River Trading

Zubiqo Take

“Wall Street quants are securing multi-year GPU contracts now because legacy cloud providers simply cannot deliver raw bare-metal hardware fast enough.”

AI: BullishMag 8
Crypto Briefing
Cloudflare Workers Spectre Flaw Leaks Tenant JWT at 12 Bits Per Second
Cybersecurity
about 2 months ago•2 min read

Cloudflare Workers Spectre Flaw Leaks Tenant JWT at 12 Bits Per Second

Zubiqo Take

“Prioritizing zero cold starts over true process isolation guarantees you will be patching speculative execution bugs forever.”

Mag 7
The Hacker News
Apple iCloud, Find My, and Xcode Cloud Suffer Widespread Outage
Big Tech
about 2 months ago•2 min read

Apple iCloud, Find My, and Xcode Cloud Suffer Widespread Outage

Zubiqo Take

“Centralized cloud services mean even basic device location and developer build tools break together.”

AI: BearishMag 7
9to5Mac
Groq Raises $350M at $3.5B Valuation to Accelerate Shift Into Nvidia-Powered Neocloud
AI
about 2 months ago•2 min read

Groq Raises $350M at $3.5B Valuation to Accelerate Shift Into Nvidia-Powered Neocloud

Zubiqo Take

“Selling off your chip design talent to Nvidia only to raise capital to buy Nvidia GPUs highlights how hard it is to compete on hardware.”

AI: BearishMag 7
TechCrunch
Microsoft Approves First 50MW Phase of $9.7B IREN AI Cloud Deal
AI
about 2 months ago•2 min read

Microsoft Approves First 50MW Phase of $9.7B IREN AI Cloud Deal

Zubiqo Take

“Hyperscalers are writing multi-billion-dollar blank checks to former bitcoin miners just to jump the line for power and cooling.”

AI: BullishMag 8
Crypto Briefing
Cisco $CSCO Boosts AI Infrastructure Order Target to $9B on Cloud Demand
Big Tech
2 months ago•2 min read

Cisco $CSCO Boosts AI Infrastructure Order Target to $9B on Cloud Demand

Zubiqo Take

“Cisco is converting the hyperscaler AI spending frenzy into a massive equipment upgrade cycle.”

AI: BullishMag 7
CryptoBriefing
Third-Party App Asobi Brings PlayStation Cloud Streaming to Steam Deck, Bypassing the $250 Portal
Hardware
2 months ago•2 min read

Third-Party App Asobi Brings PlayStation Cloud Streaming to Steam Deck, Bypassing the $250 Portal

Zubiqo Take

“If Sony doesn't patch the loophole, Asobi just nuked the primary selling point of the PlayStation Portal by turning the Steam Deck into the ultimate all-in-one handheld.”

AI: BearishMag 7
Tom's Hardware
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