Cloud Computing Industry

Cloud is set to take 26% of IT budgets, and hiring is shifting toward platforms

Foundry’s 2026 cloud survey and Robert Half’s 2026 salary data point to the same reality: cloud and AI delivery is now a platform-and-governance staffing proble

Anthropic's IPO path and hyperscaler dependency on foundation models dominate August AI market debate

Two separate CNBC investor conversations spotlight Anthropic as a possible IPO candidate and warn that cloud hyperscalers' AI ambitions are tied to OpenAI and Anthropic's commercial success.

Meta is building a cloud business to sell AI compute, putting pressure on AWS, Azure, and Google Cloud

Meta is forming a cloud unit to sell excess AI computing power to enterprise customers, setting up a direct challenge to the hyperscaler incumbents.

Meta is hiring AWS's Dave Brown and talking to Anthropic as its cloud push becomes real

Meta is recruiting a top Amazon Web Services executive and in early talks to sell compute to Anthropic, turning Zuckerberg's cloud ambitions into operational mo

Cognizant expands Google Cloud partnership to move 100,000 associates onto Gemini Enterprise

Cognizant and Google Cloud deepen their Gemini Enterprise partnership, targeting 100K associates and joint go-to-market offerings across key industries.

Meta's cloud ambitions emerge as EU tightens rules on AWS and Azure

Meta is building a cloud business to sell excess AI compute, while AWS and Azure face new EU Digital Markets Act scrutiny.