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#Google Cloud
Enterprise
Meta turns spare AI capacity into a cloud challenge
Meta cloud business plans would turn vast AI infrastructure spend into a revenue line, while giving AWS, Azure and Google Cloud a new rival.
By Soren Chau
AI
Alphabet $US80bn raise shows AI compute costs rising
Alphabet $US80bn raise will fund AI infrastructure as Berkshire Hathaway commits $US10bn and capex guidance climbs to $US180bn-$US190bn.
By Asha Iyer
Enterprise
Kioxia Rides AI NAND Boom to Record ¥870.4B Profit, Plans US Listing
Kioxia Holdings Corp. reported record full-year operating profit of ¥870.4 billion and confirmed plans to list American depositary shares on a US exchange, as AI-driven demand for NAND flash storage propelled the Japanese memory maker to its strongest performance since being carved out of Toshiba.
By Soren Chau


