Cloud Computing Industry

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Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg · Oct 7, 2025 8:00am PDT · 8 comments
Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years. But internal documents show the... Oracle became the best-performing megacap stock of 2025 after its executives said last month that...
Nvidia CEO Jensen Huang. Photo by Bloomberg

Why Nvidia Aids Cloud Rivals of AWS, Google and Microsoft

By Anissa Gardizy · Jun 1, 2023 6:00am PDT · 2 comments
Nvidia’s business of selling chips for artificial intelligence is going gangbusters, but the company faces a looming problem. Its biggest customers—cloud providers including Microsoft, Google and Amazon—are making their own AI chips to reduce their reliance on Nvidia. In response, Nvidia is helping two upstart cloud providers... Nvidia’s business of selling chips for artificial intelligence is going gangbusters, but...
Google Cloud CEO Diane Greene leaves the stage at a company event earlier this year. Photo by Bloomberg

Behind Google Cloud Chief’s Departure, Tensions With Execs

By Kevin McLaughlin and Jessica E. Lessin · Nov 16, 2018 1:39pm PST · 1 comment
Google's cloud computing chief Diane Greene is leaving the company amid growing tensions with other senior Google executives and after the company failed to make meaningful progress in one of its most important new businesses. Although Google has struggled to gain market share from Amazon in the cloud business, Ms. Greene’s departure... Google's cloud computing chief Diane Greene is leaving the company amid growing tensions...
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Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT
The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...
Google Senior Vice President for Enterprise, Diane Greene. Photo by AP.
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Google’s Secret Weapon in Database Wars

By Steve Nellis and Amir Efrati · Jun 13, 2016 7:01am PDT · 1 comment
Looking for ways to better compete with Amazon Web Services, engineers at Google Cloud Platform have tested how to turn an internal database technology called Spanner into a product it can sell to developers, according to two people briefed on the effort. Spanner is now used to power many Google consumer products.The tests are part of a broader... Looking for ways to better compete with Amazon Web Services, engineers at Google Cloud Platform...
Uber CEO Travis Kalanick. Photo by Bloomberg.
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In Shift, Uber Seeks Bids for Cloud Business

By Amir Efrati and Steve Nellis · May 9, 2016 1:26pm PDT
There’s a new hot contract up for grabs in the cloud market: Uber.The ride-hailing company is taking bids from “public” cloud providers such as Amazon Web Services, Google and Microsoft to handle a small but important slice of its infrastructure, according to a person with knowledge of the decision. Uber is already testing some... There’s a new hot contract up for grabs in the cloud market: Uber.The ride-hailing company...