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How AI startups are fueling Google’s booming cloud business

Google Cloud announced Thursday it has added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google’s rising prominence against larger rivals AWS and Microsoft Azure. The deals also highlight Google’s efforts to make its cloud business more central to the company’s future. Today, Google Cloud is overshadowed by larger competitors like AWS and Microsoft, as well

How to Back Up Your iPhone to iCloud, MacOS, or Windows (2025)

Your iPhone is so much more than just a screen for texting. Smartphones are how we get work done, stay on top of the crazy news cycle, rock out, keep in touch with friends and family, and capture life’s most important moments. Carrying all of that information in our pockets is incredibly powerful, and it makes getting through our days a little easier. It also means that your most important data can get lost when you forget your phone on the train or have an unfortunate spat with the sidewalk. I

Trump admin says Social Security database wasn’t “leaked, hacked, or shared”

The Trump administration yesterday issued a lengthier denial of a whistleblower's allegation that DOGE officials at the Social Security Administration (SSA) copied the agency's database to an insecure cloud system. The allegation centers on the Numerical Identification System (NUMIDENT) database containing Americans' personally identifiable information. The cloud location described by the whistleblower report "is actually a secured server in the agency's cloud infrastructure which historically

Microsoft and Cloudflare disrupt massive RaccoonO365 phishing service

Microsoft and Cloudflare have disrupted a massive Phishing-as-a-Service (PhaaS) operation, known as RaccoonO365, that helped cybercriminals steal thousands of Microsoft 365 credentials. In early September 2025, in coordination with Cloudflare's Cloudforce One and Trust and Safety teams, Microsoft's Digital Crimes Unit (DCU) disrupted the cybercrime operation by seizing 338 websites and Worker accounts linked to RaccoonO365. The cybercrime group behind this service (also tracked by Microsoft as

De-Clouding: Music

I’m going through a phase of figuring out what I can get out of the cloud and “own”. Particularly with regard to streaming services. I’ve never paid for Spotify. But I’ve had iTunes Match so that I can take all of the weird, not-on-streaming music that I have (I wrote about this back in 2013!!!!), and we have an Apple One family plan that gets us all Apple Music – this was the best deal for us as a family when we signed up. But now I’m wanting to own my music again. For a while I’ve been tryi

35 percent of VMware workloads expected to migrate elsewhere by 2028

VMware will lose a significant chunk of business over the next three years, according to Gartner research VP Julia Palmer. Of course, some organizations have already abandoned VMware or are plotting partial or total migrations. Broadcom acquired the virtualization business in November 2023 and made sweeping changes that alienated many customers. The biggest concerns have been higher costs driven by a shift from perpetual licenses to subscriptions and the bundling of products into fewer, more ex

Nvidia GeForce Now RTX 5080 (Blackwell) Review: RTX 5080 in a MacBook

Nvidia hasn't broken the limitations of time and space, but its GeForce Now platform is now close enough to having an RTX 5080 inside your MacBook. Starting with a handful of locations, Nvidia is upgrading the servers of its cloud-based game-streaming service with RTX 5080 SuperPods, replacing the RTX 4080 models available with the Ultimate subscription tier. If you subscribe to GeForce Now, you'll get to enjoy the upgrade without paying an extra cent. It's not just a slight bump in GPU speed,

Xbox Cloud is getting a much-needed upgrade

is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Over the past week, I’ve been using Nvidia’s new RTX 5080 GeForce Now tier. Nvidia’s cloud gaming service has been the best on the market for years now, and this upgrade makes it even better. I’ve been playing Cyberpunk 2077, Overwatch 2, and Silksong, and it’s genuinely comparable to my own PC. The upgrade is also a staggering reminder of just how far behind Xbox Cloud Gaming

DreamCloud Hybrid Mattress Review: Support and Value

I’ve written numerous reviews of the DreamCloud Classic Hybrid mattress over the past six years of my mattress testing career. It was on my short list of favorites then, and its newest iteration, released in May, still is. This is no small feat, especially given the current supply-chain issues, tariffs, and price increases, all of which can affect the materials (and thus, the performance) of a mattress. Plus, I’m like the Simon Cowell of mattress world—a bed has to work really hard to impress me

Intel's E2200 "Mount Morgan" IPU at Hot Chips 2025

Intel’s IPUs, or Infrastructure Processing Units, evolved as network adapters developed increasingly sophisticated offload capabilities. IPUs take things a step further, aiming to take on a wide variety of infrastructure services in a cloud environment in addition to traditional software defined networking functions. Infrastructure services are run by the cloud operator and orchestrate tasks like provisioning VMs or collecting metrics. They won’t stress a modern server CPU, but every CPU core se

Oracle stock gains 36% to post best day since 1992, adding $244 billion in value

Oracle stock roared 35.95% higher on Wednesday after reporting gobsmacking cloud demand numbers, setting the company to a historic gain. The cloud giant posted an all-time high and had its best day since 1992. Oracle gained $244 billion in market cap and is now at $922 billion. The company said Tuesday after the bell that it has $455 billion in remaining performance obligations, up 359% from a year earlier. "This is a very historic kind of print right here from Oracle with this backlog," Ben

Oracle stock booms 35%, on pace for best day since 1992

Oracle stock roared 35% higher on Wednesday after reporting gobsmacking cloud demand numbers, setting the company on track for a historic gain. The cloud giant is on pace for its best day since 1992, and is now quickly approaching the $1 trillion market cap benchmark. Oracle is now over $900 billion. The company said Tuesday after the bell that it has $455 billion in remaining performance obligations, up 359% from a year earlier. "This is a very historic kind of print right here from Oracle w

Nvidia, Broadcom, TSMC, other AI names rally on Oracle's massive growth projections

Oracle Corp Chief Executive Larry Ellison during a launch event at the company's headquarters in Redwood Shores, California June 10, 2014. Oracle 's massive growth trajectory for cloud infrastructure is lifting all boats. The cloud giant forecasted skyrocketing sales to $114 billion in the company's fiscal 2029, signalling demand for artificial intelligence processing will remain high over the next few years, and will require Oracle to build out new data centers. "The guide for a 14x of Oracl

Hackers left empty-handed after massive NPM supply-chain attack

The largest supply-chain compromise in the history of the NPM ecosystem has impacted roughly 10% of all cloud environments, but the attacker made little profit off it. The attack occurred earlier this week after maintainer Josh Junon (qix) fell for a password reset phishing lure and compromised multiple highly popular NPM packages, among them chalk and degub-js, that cumulatively have more than 2.6 billion weekly downloads. After gaining access to Junon’s account, the attackers pushed maliciou

Elon Musk Was Just Unseated as the World’s Richest Person

Oracle Chairman Larry Ellison is having a good morning. Oracle’s stock is up more than 42% on Wednesday, thanks to an earnings call on Tuesday that left investors stunned. The company missed earnings and revenue estimates, but the forward looking guidance alone was apparently good enough to get investors to rally around it. A bulk of that reaction had to do with the revenue that AI computing demand was expected to bring to Oracle’s cloud infrastructure service. The shares skyrocketed in respo

Google Cloud chief details how search giant is making billions monetizing its AI products

Thomas Kurian, CEO of Google Cloud, speaks at a cloud computing conference held by the company in 2019. Google's cloud chief Thomas Kurian on Tuesday explained how the tech giant is already monetizing its various artificial intelligence services to generate revenue. "We've made billions using AI already," said Kurian, speaking at the Goldman Sachs Communacopia and Technology Conference in San Francisco. Kurian said that Google Cloud's backlog of customer demand is growing faster than its reve

Oracle stock booms 40%, on pace for best day since 1992

Oracle stock roared 40% higher Wednesday, after reporting gobsmacking cloud demand numbers, setting the company on track for a historic gain. The cloud giant is on pace for its best day since 1992, and is now quickly approaching the $1 trillion market cap benchmark. Oracle is now at $950 billion. The company said it has $455 billion in remaining performance obligations, up 359% from a year earlier. "This is a very historic kind of print right here from Oracle with this backlog," Ben Reitzes,

Oracle soars 30% on cloud growth projections even as earnings miss estimates

Oracle shares spiked 30 % Wednesday after the database software maker indicated hefty growth prospects due to new cloud contracts, even as earnings and revenue missed estimates. Here's how the company did in comparison with LSEG consensus: Earnings per share: $1.47 adjusted vs. $1.48 expected $1.47 adjusted vs. $1.48 expected Revenue: $14.93 billion vs. $15.04 billion expected Revenue increased 12% from $13.3 billion a year earlier during the quarter, which ended on Aug. 31, according to a s

Infracost (YC W21) Is Hiring First Product Manager to Shift FinOps Left

Overview We were the first to shift FinOps left, and we see a big opportunity to make the $600B/year spent on cloud proactively managed, instead of teams reacting to surprise cost spikes. Reactive is too late, we already tried that approach with our first startup. Join us as our first PM 🚀 This is a high-impact role at the heart of our product and growth strategy. You’ll own critical parts of our roadmap, from early-stage discovery through to GTM, and shape how we scale. You’ll work directly

Thuma Dupes: Japanese Joinery Bed Frames That Stack Up (2025)

I’m a longtime fan of DreamCloud mattresses, so it came as no surprise that the brand’s Japanese joinery bed frame is an excellent product. Just like the mattress, numerous thoughtful details in this frame made it immediately stand out, so much so that I will be keeping it around for long-term testing to try with a larger variety of beds. DreamCloud made the setup of this frame seamlessly idiot-proof (@me). Each piece is labeled, and when it comes time to actually put it all together, take a ga

'We're all kind of in shock.' Oracle's revenue projections leave analysts slack-jawed

Oracle Chair and Chief Technology Officer Larry Ellison speaks at the Oracle OpenWorld conference in San Francisco on Sept. 16, 2019. John DiFucci from Guggenheim Securities said he was "blown away." TD Cowen's Derrick Wood called it a "momentous quarter." And Brad Zelnick of Deutsche Bank said, "We're all kind of in shock, in a very good way." That's how the analysts opened their comments and questions during Oracle's quarterly earnings call on Tuesday, as the company's stock price was in the

Oracle pops 27% on cloud growth projections even as earnings miss estimates

Oracle shares spiked 27% in extended trading on Tuesday after the database software maker indicated hefty growth prospects due to new cloud contracts, even as earnings and revenue missed estimates. Here's how the company did in comparison with LSEG consensus: Earnings per share: $1.47 adjusted vs. $1.48 expected $1.47 adjusted vs. $1.48 expected Revenue: $14.93 billion vs. $15.04 billion expected Revenue increased 12% from $13.3 billion a year earlier during the quarter, which ended on Aug.

Google Cloud chief details how search giants is making billions monetizing its AI products

Thomas Kurian, CEO of Google Cloud, speaks at a cloud computing conference held by the company in 2019. Google's cloud chief Thomas Kurian on Tuesday explained how the tech giant is already monetizing its various artificial intelligence services to generate revenue. "We've made billions using AI already," said Kurian, speaking at the Goldman Sachs Communacopia and Technology Conference in San Francisco. Kurian said that Google Cloud's backlog of customer demand is growing faster than its reve

Oracle pops 22% on cloud growth projections even as earnings miss estimates

Oracle CEO Safra Catz, center, speaks during a dinner at the White House in Washington on Sept. 4, 2025. President Donald Trump hosted technology and business leaders for dinner after they joined First Lady Melania Trump's meeting of the Artificial Intelligence Education Task Force at the White House. Oracle shares spiked 22% in extended trading on Tuesday after the database software maker indicated hefty growth prospects due to new cloud contracts, even as earnings and revenue missed estimates

Microsoft and LG Team Up to Help You Play Xbox in Your Car (Not While Driving, Please)

If you just can't get enough Xbox, take heart. Soon, you may be able to play even in your car. (Not while driving, duh, this is a passenger-aimed perk.) Thanks to a partnership between Microsoft and LG, you can access Xbox Cloud Gaming on internet-connected vehicles. The vehicles must have LG's Automotive Content Platform, and a new app will soon appear there to play cloud versions of Xbox games on in-car screens. Access will be available for Xbox Game Pass Ultimate subscribers, and some of the

Microsoft and LG Are Bringing Xbox to Cars

Gamers are taking to the streets. On Tuesday, Microsoft announced a partnership with LG to bring its Xbox Cloud Gaming platform to cars that have LG-provided internet capabilities. “Whether you’re waiting at an EV charging station or trying to entertain your passengers on an extended road trip, pass the time by playing games, keeping everyone entertained and making the journey feel more fun,” Microsoft wrote in a press release. The gaming platform will be built into LG’s webOS Automotive Cont

SAP splashes €20B on Euro sovereign cloud push

SAP says it will pump €20 billion into expanding sovereign cloud infrastructure in Europe over the next ten years, pitching itself as a secure and compliant alternative to American cloud giants. The Germany-based enterprise software biz is looking to provide sovereign infrastructure for the public sector and regulated environments, said Thomas Saueressig, board member for customer services and delivery. Microsoft admits it 'cannot guarantee' data sovereignty READ MORE "With our expanded SAP S

The number of mis-issued 1.1.1.1 certificates grows. Here’s the latest.

Wednesday’s discovery of three mis-issued TLS certificates for Cloudflare’s 1.1.1.1 encrypted DNS lookup service generated intense interest and concern among Internet security practitioners. The revelation raised the possibility that an unknown entity had obtained the cryptographic equivalent of a skeleton key that could be used to surreptitiously decrypt millions of users’ DNS queries that were encrypted through DNS over TLS or DNS over HTTPS. From there, the scammers could have read queries or

Polars Cloud and Distributed Polars now available

After working hard since our Polars Cloud announcement last February, we are pleased to officially launch Polars Cloud. Polars Cloud is now Generally Available on AWS. Beyond that, we also launched our novel Distributed Engine in Open Beta on Polars Cloud. You can immediately get started at https://cloud.pola.rs/. After that you can fire a remote distributed query: import polars_cloud as pc import polars as pl from datetime import date with pc . ComputeContext ( workspace = "<my-workspace>" ,

Sharing Is Scaring: Linking Cloud File-Sharing to Programming Language Semantics

Sharing Is Scaring: Linking Cloud File-Sharing to Programming Language Semantics Skyler Austen, Shriram Krishnamurthi, Kathi Fisler SPLASH Onward!, 2025 Abstract Users often struggle with cloud file-sharing applications. Problems appear to arise not only from interface flaws, but also from misunderstanding the underlying semantics of operations like linking, attaching, downloading, and editing. We argue that these difficulties echo long-standing challenges in understanding concepts in progra