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Cloudflare Raises Outlook as AI Agents Drive Network Traffic Past 50%

Management says rising machine-to-machine traffic and large-customer usage signal continued demand for its AI infrastructure services.

Microsoft’s AI Rally Raises Questions Over Heavy OpenAI Reliance

Akamai Stock Jumps After New $600 Million Robotics Cloud Deal and Modest Q2 Beat

Microsoft Opens Fourth Azure Region in Hyderabad

Datadog Tops Q2 Forecasts, Stock Drops After Hours

Celestica Pursues $3 Billion Share Sale Following Strong Q2

Amazon’s Q2 Upshift Eases AI Spending Fears and Sends Shares Higher

Securities Class Action Filed Against Rackspace Over AI Pivot Claims

Model Context Protocol Gains Production Footing as OpenSearch Service Exposes Native Endpoint

Apple to Offer Paid iCloud+ Upgrades for Heavy Siri AI Users

Accenture to Buy IBM’s Majority Stake in UniCredit Technology Joint Venture

Samsung SDS Moves to Build Stablecoin and AI Payment Infrastructure With Dunamu Stake

Ionic Digital Lists on Nasdaq, Closes First Day at $62.90

Oracle’s AI-Fueled Data-Center Buildout Hits Cash and Credit While Cloud Sales Keep Growing

Storj Files for Chapter 11 With Plan to Offer Token Holders Equity

Alphabet’s Big AI Bet Fuels Record Profit but Pushes Cash Flow Into the Red

Supermicro Doubles June-Quarter Gross Margin and Discloses $60 Billion Order Inflow

Microsoft and Databricks Extend Strategic Azure Partnership Into the 2030s

AWS Oregon Connectivity Glitch Disrupts Dozens of Popular Services

Alphabet Beats Q2 Forecasts but Raises AI CapEx to $195–$205 Billion