Cloud – SiliconANGLE

Red Hat brings AI, virtualization and hybrid cloud under one platform

Chad Wilson — Fri, 08 May 2026 20:56:59 +0000

Enterprise artificial intelligence is growing more complicated, and platform engineering is becoming the control layer that keeps it moving. As AI moves into production, the challenge is no longer just choosing models — it is getting data, applications, virtual machines, containers and inference workloads to operate across messy hybrid environments. That is where Red Hat […]

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Datadog’s stock jumps 31% on crushing earnings beat, showing there’s still hope for software

Mike Wheatley — Fri, 08 May 2026 01:40:57 +0000

Shares of Datadog Inc. popped after the application monitoring software firm crushed Wall Street’s expectations with its first-quarter financial results today and followed up with strong guidance. The stock gained more than 30% during the regular trading session today, and also helped to boost the price of other software firms. Datadog’s gains, which came after impressive results […]

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What to expect during Red Hat Summit: Join theCUBE May 11-13

Chad Wilson — Wed, 06 May 2026 20:25:21 +0000

Open hybrid cloud is becoming the control plane that determines how enterprise artificial intelligence actually runs in production. The conversation has moved quickly from experimentation to execution. At Red Hat Inc., open hybrid cloud is positioned as the way to connect legacy systems, cloud-native apps and agentic workloads without disruption. The focus now is on […]

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DigitalOcean raises 2026 and 2027 revenue outlook after AI-driven earnings beat

Duncan Riley — Tue, 05 May 2026 22:29:51 +0000

Shares of DigitalOcean Holdings Inc. rocketed more than 40% today after the developer-oriented cloud infrastructure provider topped Wall Street targets in its fiscal 2026 first quarter. It also lifted its revenue outlook for both 2026 and 2027 on what it called accelerating demand for inference and agentic artificial intelligence workloads. For the quarter that ended […]

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Atlassian soars, Twilio and Five9 rally as AI adoption powers earnings beats

Duncan Riley — Thu, 30 Apr 2026 22:27:48 +0000

Shares of Atlassian Corp., Twilio Inc. and Five9 Inc. all jumped in late trading today after the three software companies posted better-than-expected quarterly results, with each pointing to artificial intelligence adoption as a driver of accelerating revenue and stronger guidance. Atlassian led the pack, soaring more than 25% after the bell. Twilio gained about 16% […]

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Microsoft beats expectations but its guidance comes up light, disappointing investors

Mike Wheatley — Thu, 30 Apr 2026 02:14:13 +0000

Microsoft Corp. surpassed expectations for its third-quarter financial results today, but its stock moved sideways in the after-hours trading session after it told investors it’s going to bump up its capital expenditures to $190 billion this year. The company reported earnings before certain costs such as stock compensation of $4.27 per share, easily beating the […]

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Alphabet’s stock climbs as Google Cloud revenue runs rampant, growing 63%

Mike Wheatley — Thu, 30 Apr 2026 01:25:32 +0000

Google LLC’s parent company Alphabet Inc. delivered a stunning earnings beat as it reported its first-quarter financial results today, with sales also surpassing expectations thanks to rampant growth in its cloud infrastructure business. The company reported earnings before certain costs such as stock compensation of $5.11 per share, almost double the $2.63-per-share analyst target. Revenue […]

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Amazon cruises to another solid earnings and revenue beat

Mike Wheatley — Thu, 30 Apr 2026 00:32:58 +0000

Shares of Amazon.com Inc. edged higher in late trading today after the company reported better-than-expected first-quarter earnings and revenue, as cloud computing sales topped analysts’ expectations. The company reported adjusted earnings of $2.78 per share, crushing Wall Street’s forecast of just $1.64 per share, while revenue for the period increased 17% from a year earlier, […]

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Three insights you might have missed from theCUBE’s coverage of SUSECON

Devony Hof — Wed, 29 Apr 2026 18:09:11 +0000

Today, enterprises are walking a fine line — between chasing AI innovation and securing proprietary data. The complex nature of modern multicloud environments has led to a governance gap: Companies want to put AI into production at scale, but the ability to control it is lagging behind. At the same time, AI innovation is accelerating faster […]

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Panzura opens its global filesystem to Microsoft Copilot users

Paul Gillin — Wed, 29 Apr 2026 11:00:04 +0000

Panzura LLC, maker of a global cloud file system, today announced the general availability of Nexus, a new platform designed to connect enterprise file data to Microsoft 365 Copilot while preserving existing security controls and permissions. The launch addresses what the company said is a longstanding limitation in enterprise artificial intelligence: Most unstructured data stored in […]

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Cloud cost optimization becomes an enterprise mandate as AI bills spiral

Jonathan Anthony — Mon, 27 Apr 2026 20:28:58 +0000

As AI rapidly rewrites enterprise economics, cloud cost optimization has become essential for preventing budgets from collapsing under AI workloads, enabling organizations to slash expenses and redirect engineering talent from reactive firefighting to higher-value innovation. Nordstrom Inc. learned that lesson firsthand after migrating its data warehouse to Google Cloud LLC’s BigQuery, a move that exposed […]

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Geopolitical pressures and AI initiatives drive enterprise adoption of a sovereign-first cloud strategy

Mark Albertson — Fri, 24 Apr 2026 21:37:06 +0000

When a company such as Google LLP demonstrates leadership in large-scale data systems, advantages can begin to accrue in areas not readily apparent from the keynote speeches and press releases. One of these involves the sovereign cloud. Google itself made no major announcements during Google Cloud Next in Las Vegas this week specifically on the […]

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Software artifact management startup Cloudsmith raises $72M

Maria Deutscher — Fri, 24 Apr 2026 00:59:18 +0000

Cloudsmith Inc., a startup that helps software teams manage application components, has secured $72 million in new funding. The Series C round was led by TCV, which was also the biggest backer of the company’s previous raise last year. Cloudsmith stated in its funding announcement today that the venture fund was joined by other existing […]

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SAP posts solid earnings results to shrug off latest software stock slaughter

Mike Wheatley — Fri, 24 Apr 2026 00:55:53 +0000

Shares of the European enterprise software maker SAP SE registered solid gains in late trading today after the company delivered earnings results that beat expectations. The company’s American depository receipts gained more than 6% in the after-hours trading session, reversing a decline of just over 6% that occurred in regular trading, prior to the results […]

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Enterprises are learning that the assumptions that powered the cloud era are no longer enough

Kelly Knight — Thu, 23 Apr 2026 22:04:11 +0000

The agentic AI era is forcing a fundamental redesign of enterprise infrastructure — not just in the cloud, but all the way to the on-premises data center. Regulated industries, governments and enterprises with strict data sovereignty requirements are now demanding AI-ready infrastructure that can run frontier models locally without surrendering control of their data. The […]

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30,000 tables, zero context: Why legacy data architecture remains AI’s biggest enemy

Jonathan Anthony — Thu, 23 Apr 2026 17:05:39 +0000

Enterprise AI ambitions are stalling not because models are hard to build, but because the data foundations underneath them were never designed to support intelligent workloads at scale — and a unified data lakehouse architecture might be the solution. The problem is especially acute for legacy organizations carrying decades of accumulated data infrastructure built in […]

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How Sabre turned x86 efficiency into AI investment

Emile Louw — Wed, 22 Apr 2026 21:12:49 +0000

As AI inference demand surges and enterprise compute budgets buckle under expanding workloads, x86 efficiency has emerged as one of the most powerful — and underutilized — levers in cloud financial management. The pressure is showing up at the intersection of hybrid cloud and financial operations, where platform choice is becoming one of the fastest […]

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Why virtualization modernization remains enterprise IT’s hardest leap

Thomas Godwin — Wed, 22 Apr 2026 17:16:07 +0000

Enterprises are locked in a long-term standoff with legacy infrastructure, with growing demand for virtualization modernization that doesn’t require a full rebuild. SUSE S.A. has positioned itself to help customers bridge that gap, but the challenge is less technical than psychological, according to Imran Khan (pictured), chief customer officer of SUSE. Organizations with imposing, decades-old […]

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Oracle expands Google Cloud partnership with natural language database agent

Paul Gillin — Wed, 22 Apr 2026 12:00:47 +0000

Oracle Corp. is extending its partnership with Google LLC’s Cloud to simplify how enterprise users interact with data, introducing a new natural-language interface for queries directly against Oracle databases. The company today announced the Oracle AI Database Agent for Gemini Enterprise, a tool that allows users to ask questions of enterprise data without writing SQL […]

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Why Wasabi opted for credit in its latest financing round

Paul Gillin — Tue, 21 Apr 2026 16:26:19 +0000

Wasabi Technologies Inc. today said it has secured a $250 million credit facility, choosing to forego equity financing for the flexibility of debt. The decision highlights an issue that often faces growth-stage companies: how to fund expansion without overburdening the business or diluting ownership. It’s not that the cloud storage provider is hurting for cash. […]

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SUSE and Vultr’s open cloud infrastructure push goes global

Tristan Foster — Tue, 21 Apr 2026 15:50:41 +0000

Global AI ambitions keep colliding with the same wall: cloud infrastructure that can’t keep up with performance demands without compromising where data lives and who controls it. As organizations look to roll out agentic applications, they require a foundation that is both compliant and performant. This infrastructure inflection point demands a scalable platform that balances […]

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Proprietary stacks are failing enterprises when they need flexibility the most

Kelly Knight — Tue, 21 Apr 2026 15:34:13 +0000

As hybrid and multicloud strategies evolve, a new reality is coming into focus — one where open architectures are increasingly central to operational resilience, sovereignty and choice. The industry’s recent trajectory has made the stakes clear. Many technology providers are moving toward proprietary stacks at precisely the moment customers need the opposite — flexibility that […]

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Across the enterprise, AI agents have outpaced the infrastructure meant to support them

Kelly Knight — Tue, 21 Apr 2026 10:28:10 +0000

As open-source platforms scramble to close the infrastructure gap, enterprises are discovering that autonomous operations expose a deeper problem than performance: control. The conversation around enterprise resilience has shifted dramatically. A few years ago, resilience meant uptime. Today, it means the ability to absorb shocks from geopolitical, technological and financial angles simultaneously — all while […]

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Proprietary lock-in is holding back enterprise AI ambition, says SUSE CEO

Ryan Stevens — Tue, 21 Apr 2026 09:42:39 +0000

As enterprises race to adopt AI without sacrificing control or flexibility, open-source infrastructure is the stable foundation that enables organizations to modernize while maintaining full digital sovereignty. The promise of cloud computing was flexibility — but for many enterprises, years of deepening proprietary dependencies have quietly turned that flexibility into a constraint. That is a […]

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Best of frenemies: Oracle’s and AWS’ clouds unite with dedicated, private connectivity

Mike Wheatley — Thu, 16 Apr 2026 12:00:31 +0000

Oracle Corp. and Amazon Web Services Inc. seem to be putting their longstanding rivalry aside in favor of a more pragmatic relationship that acknowledges the reality of today’s multicloud technology environments. The two technology giants today revealed a plan to establish private, high-speed connectivity between Oracle Cloud Infrastructure and the AWS cloud. Joint customers will […]

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What to expect at SUSECON: Join theCUBE April 21

Devony Hof — Thu, 16 Apr 2026 01:51:30 +0000

Open-source platforms are rapidly becoming the control layer for managing AI and Kubernetes at enterprise scale, reshaping how organizations operate distributed infrastructure. The industry has undergone a shift toward cloud-native infrastructure based on Kubernetes, the highly popular open-source container orchestration system. SUSE S.A. is at the heart of the cloud-native trend, with a platform that […]

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What to expect during Google Cloud Next: Join theCUBE April 22-24

Mark Albertson — Wed, 15 Apr 2026 20:23:43 +0000

Among the three companies that dominate the global cloud infrastructure market, Google Cloud remains in third place — behind Amazon Web Services Inc. and Microsoft Corp. — with 12% to 14% market share. That story may be about to change. Google parent Alphabet Inc. reported 48% revenue growth year-over-year for its cloud operations in the fourth […]

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Service providers are seeing a once-in-a-decade opportunity in cloud rebalancing

Ryan Stevens — Fri, 10 Apr 2026 16:52:02 +0000

The post-Broadcom Inc. shockwave is creating a cloud rebalancing opportunity, and service providers are racing to capitalize on it. The disruption is compounding as Broadcom’s consolidation of its VMware partner base leaves many service providers searching for new platform options. Nutanix Inc. is moving to fill that gap with its newly announced Service Provider Central […]

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Nutanix expands agentic AI infrastructure platform as token costs threaten to spiral

Thomas Godwin — Fri, 10 Apr 2026 14:52:44 +0000

Managing AI infrastructure across the full stack is getting more complex — and more expensive. Now, Nutanix Inc. is tackling both problems with an expanded agentic AI infrastructure platform that gives service providers and enterprises a single control plane for accelerated computing. The expansion focuses on two additions to the company’s AI stack, according to […]

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Amazon CEO Andy Jassy highlights AI growth in annual shareholder letter

Maria Deutscher — Thu, 09 Apr 2026 20:43:28 +0000

Shares of Amazon.com Inc. rose more than 5% today after Chief Executive Andy Jassy published his latest shareholder letter. The memo is the fifth that Jassy has penned since taking the top post in 2021. Amazon’s first shareholder letter was written by founder Jeff Bezos in 1997, the year the company went public. One potential […]

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