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The Briefing

SpaceX’s Musk Lauds Its Soaring Cloud Business and Possible Tesla Merger

By Nick Wingfield · Oct 20, 2026 5:01pm PDT
SpaceX put on a bit of a show for shareholders today—and I’m not referring to the sizzle reel of rocket and space videos it showed on its earnings call. No, the big attention grabber was the update from CEO Elon Musk on the progress of SpaceX’s contemplated merger with Tesla and just how involved—or not involved he is in the whole affair. ... SpaceX put on a bit of a show for shareholders today—and I’m not referring to the sizzle reel of...
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Sunday Insights

Nebius and CoreWeave Tout Short-Term Cloud Deals, While AWS Goes Long

By Catherine Perloff · Aug 16, 2026 8:00am PDT
This week, Nebius and CoreWeave both pitched investors on a new business opportunity—shorter-term contracts. The neoclouds said these deals would allow them to cash in on surging prices for AI compute capacity amid a crunch for GPUs, and investors seemed to agree, with shares in both companies moving sharply higher. While the neoclouds are... This week, Nebius and CoreWeave both pitched investors on a new business...
Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.
Exclusive

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT
Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...
Google CEO Sundar Pichai and Microsoft CEO Satya Nadella. Getty Images.
The Briefing

Google Cloud Closes In on Azure, but Microsoft Wins the Day With Investors

By Nick Wingfield · Oct 28, 2026 5:06pm PDT
There was a lot to digest from Wednesday’s earnings reports from Microsoft and Google, long the No. 2 and 3 players in cloud computing, respectively. But let’s start with the most interesting takeaway: Google’s cloud unit revenues are now within spitting distance of Microsoft’s Azure cloud revenues, thanks in part to Google’s sales of its AI... There was a lot to digest from Wednesday’s earnings reports from Microsoft and Google, long the...
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Exclusive

Datadog Offered $4 Billion to Buy Cloud Security Startup ‘Upwind’

By Aaron Holmes and Valida Pau · Oct 22, 2026 10:27am PDT
Enterprise software firm Datadog recently offered to buy Israeli cloud cybersecurity startup Upwind Security for nearly $4 billion, according to someone with direct knowledge of the talks, the latest sign of white-hot interest in such firms. Upwind has fielded other takeover attempts from multiple bidders in recent months but hasn’t accepted any... Enterprise software firm Datadog recently offered to buy Israeli cloud cybersecurity startup...