Austin, Dec. 17, 2025 (GLOBE NEWSWIRE) -- The Sovereign Cloud Market Size is valued at USD 111.41 Billion in 2025E and is expected to reach USD 941.10 Billion by 2033, growing at a CAGR of 30.58% during 2026-2033.     Growing needs for data sovereignty, regulatory compliance, and privacy protection are driving the rise of the sovereign cloud market. Organizations, particularly those in regulated industries, such as finance, healthcare, government, and defense, require cloud solutions as governments and regu ...

Why IPO when you can Series L? That’s the question Databricks is answering this week with the announcement that it’s raising more than $4 billion in its latest funding round. That puts its valuation at $134 billion — a 34% jump from a previous funding round over the summer. This one was led by Insight Partners, Fidelity Management & Research Company and J.P. Morgan Asset Management, with additional participation from Andreessen Horowitz. Gone are the days when startups fought for scraps in public market ...

OpenAI is in early-stage discussions to raise at least $10 billion from Amazon.com Inc., a move that could significantly deepen ties between the ChatGPT maker and the world's largest cloud-computing p... ...

This tech stock's AI-driven momentum is getting harder to ignore.Investors looking for a top stock idea with long-term exposure to AI (artificial intelligence) often start with the chipmakers. But the bigger opportunity may flow to the platforms that already sit on top of the internet's most valuable attention and data.That's why Alphabet (GOOGL 0.54%) (GOOG 0.51%) deserves a closer look today. The tech company is still best known for Google Search, YouTube, and its broader digital advertising franchise. Ye ...

The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon’s Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. Talks, however, are at a preliminary stage and terms could change, the person added.A deal would mark a win for Amazon’s fledgling semiconductor division. While Nvidia dominates the market for the powerful chips required to create AI platforms, developers such as Meta Platforms Inc. are starting to ...

Alibaba didn't stage a dramatic comeback in 2025, but it quietly changed the narrative.2025 marked an inflection year for Alibaba Group (BABA 0.53%). After several years defined by regulatory pressure, slowing growth, and investor skepticism, the company didn't suddenly return to its former dominance. But it did change direction in ways that matter for long-term investors.Instead of chasing short-term optics, Alibaba clarified its priorities. It leaned into cloud and artificial intelligence, stabilized its ...

Rivian's plan to ship an in-house autonomy chip is another sign that customers want options beyond Nvidia.Rivian's (RIVN 4.28%) Autonomy & AI Day last week put a wrinkle into the Nvidia (NVDA +0.99%) growth story.Rivian, which specializes in electric trucks and SUVs, said it plans to ship a new autonomy computer on its R2 vehicles starting at the end of 2026, built around an in-house chip designed to run its self-driving software.Rivian is not a major Nvidia customer, so this is not about lost revenue today ...

Alibaba spent 2025 resetting its strategy. In 2026, it needs to prove that the reset works.Alibaba Group (BABA 0.41%) ended 2025 in a much stronger position than it began. Its cloud and artificial intelligence (AI) segments gained real momentum, e-commerce stabilized after years of pressure, and the company clarified its ambition to become a broader technology and AI platform rather than just a commerce giant.But 2025 was a reset year, not a confirmation year. For long-term investors, the real test begins i ...

Google's new deal could serve as a blueprint for the energy industry.Alphabet's (GOOG 0.51%)(GOOGL 0.49%) Google recently announced a landmark strategic energy and technology partnership with leading utility NextEra Energy (NEE 0.40%). The new deal will accelerate AI growth and transform the energy industry.Here's a look at what Google's new deal means for energy investors. The power struggleData centers consume a significant amount of power, particularly those designed to support AI. With more AI data cent ...

评级与目标价调整 - BMO资本市场将Alphabet的目标价从340美元上调至343美元 并维持“跑赢大盘”评级[1] - 此次调整基于对谷歌云业务的积极渠道调查[1] - BMO重申Alphabet为其“跑赢大盘”评级中的首选股[2] 业绩预测调整 - 基于渠道调查 BMO将谷歌云2025年第四季度的增长预测从之前的38%上调至39%[1] - 同时将2026年第一季度的增长预测从之前的38%上调至40%[1] 谷歌云业务积极信号 - 渠道调查显示云服务承诺正在加速[2] - 调查信息源包括两位前AWS员工 其中一位对超过47亿美元的年云支出有深入了解[1] - 人工智能代理正在推动额外的云需求[2] - 在开发者群体中 Claude模型正成为首选模型[2] 人工智能应用前景 - 企业级人工智能应用预计将在2027年实现显著规模化[2] - 目标价上调及预测上调反映了对谷歌云增长轨迹的信心增强[2]