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Nebius Soars with $19.4 Billion Microsoft AI Deal

Nebius secured a $17.4B-$19.4B deal to provide Microsoft with GPU infrastructure for AI, addressing Microsoft's capacity shortage. The deal boosts Nebius's growth & confirms its leadership as a "neocloud player".

Nebius Soars with $19.4 Billion Microsoft AI Deal
Credit: Nebius

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09/09/2025 · 6:00 AM
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Oracle's AI Cloud Takes Off: A Closer Look at Record Growth
Featured/ 09/09/2025 · 5:44 PM

Oracle's AI Cloud Takes Off: A Closer Look at Record Growth

Oracle shares surged as its backlog (RPO) hit a record $455B, up from $138B, due to massive AI cloud demand and multi-billion dollar contracts. CEO Catz expects RPO to exceed $500B soon. OCI revenue is projected to grow 77% this year to $18B.

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Samsara logo
09/09/2025 · 1:21 PM

Motive Scores Legal Victory Against Samsara in Patent Case

Motive Technologies won its ITC patent dispute against Samsara, with the judge ruling no infringement on fleet management and video safety tech. Most of Samsara's patent claims were invalid. A separate federal lawsuit by Samsara is ongoing.

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09/09/2025 · 11:30 AM

Atlassian's Cloud-Only Future: What You Need to Know

Atlassian is phasing out Data Center by March 2029, ending new sales March 2026. This cloud shift aims for revenue growth but brings customer migration challenges, potential cost increases, and revenue recognition changes.

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