Cloud Industry

When the Houthis Found “the Cloud"

More than 20 countries are, in one way or another, involved in the four damaged undersea cables.

Mar 13 •

($) re:Inventing AWS: Keynote Digs and Narratives

The tips of Selipsky’s spear is aiming squarely at Microsoft and OpenAI.

Nov 29, 2023 •

Alibaba's Reorg Hot Mess

“1+6+n” is now “1+5+(n-1)”.

Nov 17, 2023 •

How to Understand Google's Gemini Delay

A high profiled reorg can take an entire year to fully settle

Oct 29, 2023 •

🏦AI Is Turning Clouds Into Banks

A KYC-like approach could be a practical way to prevent bad actors or foreign adversaries from accessing AI computing power

Sep 27, 2023 •

US vs China: A Cloud Proxy War

As diplomacy and cloud collide, regions to watch: Southeast Asia, Latin America, the Middle East.

Jul 3, 2023 •

Is the Next Alibaba...AliCloud?

AliCloud will be the first pure play hyperscaler on the public market.

May 24, 2023 •

How is China’s Cloud Industry Doing?

In a nutshell: still in its early days and mostly stuck in the IaaS stage.

Sep 15, 2022 •

How to Invest in China's Cloud

So how should one invest in the “walled garden” that is China’s cloud?

Sep 12, 2022 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts