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Microsoft's cloud growth, cash flow offer respite from AI spending fears: Microsoft on Wednesday delivered a big cash flow beat and forecast strong cloud growth ...
reuters.com/business/retail-consumer/microsoft-beats-quarterly-cloud-revenue-estimates-2026-10-28/

Oracle eases AI spending worries with plan to turn cash flow positive: Oracle said on Wednesday it expects capital spending to peak this fiscal year and next as ...
reuters.com/business/oracle-expects-turn-cash-flow-positive-second-half-fiscal-2028-2026-10-28/

Oracle Is Winning In AI, But It's Still Overvalued: Oracle (ORCL) cloud growth is surging, but valuation and cash flow risks loom.
seekingalpha.com/article/4955672-oracle-is-winning-in-ai-but-its-still-overvalued

Paid articlePaywallTencent scores 100,000 offshore AI chip deal with Oracle for $7 billion despite climbing prices — per-hour costs estimated to be 43% under standard H100 rental ...
tomshardware.com/tech-industry/data-centers/tencent-scores-100-000-offshore-ai-chip-deal-with-oracle-for-usd7-billion-despite-climbing-prices-per-hour-costs-estimated-to-be-43-percent-under-standard-h100-rental-rates

Paid articlePaywallTencent signed a $7 billion deal to lease 100,000 AI chips from Oracle: The Chinese tech giant agreed to a five-year lease across multiple Oracle data centers in ...
qz.com/tencent-oracle-ai-chips-lease-deal-100126

HPE is boosting its networking growth forecast after landing a $1.2 billion AI rack order
qz.com/hpe-networking-growth-outlook-vultr-ai-rack-order-100126

China’s Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports
reuters.com/world/china/chinas-tencent-leases-100000-chips-oracle-accelerate-ai-push-ft-reports-2026-10-01/

Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.
marketwatch.com/story/oracle-has-reportedly-signed-a-7-billion-deal-with-tencent-it-could-provide-relief-for-the-troubled-stock-abd428f5
Paid articlePaywallExamining China's AI Financing: We examine how China’s AI firms finance their operations and evaluate their scope and sustainability ...
rhg.com/research/examining-chinas-ai-financing/

Baidu’s quarterly revenue drops 4% as AI cloud surge fails to offset advertising slump
scmp.com/tech/big-tech/article/3364436/baidu-quarterly-revenue-drops-4-ai-cloud-surge-fails-offset-advertising-slump

Paid articlePaywallAlibaba's AI spending to exceed goals on signs of payoff, says margin 'secondary'
reuters.com/world/asia-pacific/alibaba-quarterly-revenue-rises-3-missing-estimates-2026-05-13/

Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI
cnbc.com/2026/05/10/alphabet-160percent-rally-in-year-reflects-value-of-owning-most-of-ai-stack.html

North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
trendforce.com/presscenter/news/20260506-13033.html

Top cloud providers to outspend Ireland's GDP on AI in 2026: : TrendForce says eight hyperscalers are set to pour $710B into servers and infrastructure
theregister.com/2026/02/26/trendforce_cloud_ai_spend/

Netflix vs. Paramount: Inside the blockbuster battle to become the new king of Hollywood
english.elpais.com/economy-and-business/2025-12-15/netflix-vs-paramount-inside-the-blockbuster-battle-to-become-the-new-king-of-hollywood.html

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