Cloud Watch

Donald Trump says he offered Iran 'nothing' in ongoing negotiations, pushing back against suggestions that concessions were on the table. His remarks come as conflicting reports swirl about the state of nuclear talks between Washington and Tehran, leaving the actual status of the negotiations unclear. Observers are watching to see whether the disputes signal a breakdown or a hard bargaining tactic.

Several security vulnerabilities have been discovered in the Linux kernel, according to a report published by LWN. Details on affected subsystems, severity, and whether patches have been issued were not included in the material reviewed. Kernel flaws are closely watched because the kernel underpins nearly all servers, Android devices, and cloud infrastructure, meaning fixes often require prompt updates across large fleets.

Amazon shares rose in premarket trading on Thursday ahead of the company's quarterly results, due after the close. Investors are watching for growth in the AWS cloud division and for guidance on capital expenditure, particularly spending tied to artificial intelligence infrastructure, which has become a key driver of sentiment around the stock this year.

Victoria is facing another bout of heavy rain, prompting warnings for campers as wet weather bears down on the state. The poor forecast has also put the running of the Turnbull Stakes in Melbourne under a cloud, with organisers and racegoers watching conditions closely ahead of the meeting.

Microsoft's expanded Copilot rollout has drawn attention from retail investors to cloud and AI stocks. A Yahoo Finance piece lists three such stocks individual investors are watching following the announcement. The news highlights continued retail interest in artificial intelligence and cloud computing names tied to Microsoft's growing AI ecosystem.

European Union energy efficiency labels for data centers are drawing attention to how hyperscale operators manage their power consumption. Bloomberg reports the labeling rules could force major cloud companies to disclose and improve their energy performance, with potential compliance costs and reputational stakes across the region's fast-growing data infrastructure.

Reports say China may permit Alibaba and ByteDance to purchase Nvidia's new RTX Pro 5500 chips, a possible easing of restrictions on US semiconductor sales to Chinese tech firms. The move would give two of China's largest technology companies access to advanced Nvidia hardware for AI and cloud work, and is being watched closely given ongoing US-China tensions over chip exports.

Traders are watching Bitcoin's four-hour chart, which suggests a possible retest of the four-hour EMA or cloud in the direction of $80,000. Short-term profit-taking is described as high, and a healthy pullback could push the price down to the $74,000 to $70,000 range as analysts map short-term price targets.

Amazon.com shares are being closely watched by investors tracking the company's stock price, quote data and trading history on financial platforms. Traders are checking live quotes and recent news around AMZN as they weigh the retailer and cloud giant's performance and outlook.

Amazon is reportedly seeking to move roughly $8 billion of semiconductor inventory off its balance sheet, according to Yahoo Finance. The report raises questions about how much custom chip hardware the company has stockpiled for its cloud and AI data centres, and whether demand for its in-house chips has fallen short of expectations. Analysts are watching what the move signals about capex and chip demand across the cloud sector.

Amazon Web Services has announced a preview of the AWS Well-Architected Agent, an AI-powered tool designed to analyze cloud environments and recommend optimizations based on the Well-Architected Framework. The agent is intended to help teams review workloads, spot risks, and improve reliability, security, and cost efficiency automatically. Cloud customers are watching closely as AWS embeds more AI assistance into its platform.

A feature explores cloud appreciation as an art form, examining how observers and artists find beauty and meaning in shifting skies. The piece highlights the practice of watching, photographing and painting clouds as a form of mindful attention to the natural world, and reflects on why these ever-changing formations continue to inspire creative work.

Amazon is investing $1 billion in next-generation semiconductor technology, according to multiple financial news outlets. The move signals the company's push to secure advanced chip supply for its cloud and AI infrastructure. Details on the target of the investment and its exact structure have not yet been fully disclosed.

Amazon is raising the prices it charges customers to rent its AI chips and is exploring a leaseback arrangement with Nvidia, according to a Yahoo Finance report. The moves suggest AWS is looking to squeeze more revenue from its custom chip business while managing its massive capital spending on data centers, as competition in cloud AI services intensifies.

Dell, Intel, Microsoft and two other vendors took part in a joint discussion on endpoint security for the AI era, as reported by Cloud Watch. With AI workloads and agent-based tools like Copilot spreading across corporate devices, the vendors examined how endpoint protection needs to change and where industry practices are heading.

Amazon is increasing the prices it charges customers to rent computing chips from its cloud service, while reportedly moving Nvidia processors off its balance sheet. The move signals tighter economics around AI cloud capacity as demand for Nvidia GPUs surges. Market Watch reported the changes, which are drawing attention because they affect costs for companies building AI services and hint at how Amazon is restructuring its GPU fleet financing.

Amazon is looking to sell roughly $8 billion worth of Nvidia chips to outside investors, according to a Financial Times report. The move would spread the cost of the company's massive AI data-center buildout, as cloud providers face enormous capital expenditure on GPUs. The news, also picked up by Seeking Alpha, is drawing attention to how tech giants are financing their AI infrastructure spending.

Netflix is expanding its push into live programming and cloud gaming, according to Yahoo Finance coverage of the streaming company. The move signals the company's effort to broaden beyond on-demand video into live events and interactive entertainment, areas where rivals are also investing. Investors and industry watchers are tracking how these initiatives may affect subscriber growth and competition.

Amazon's cloud unit AWS rents out access to NVIDIA AI chips, and higher rental prices for these GPUs could lift AWS revenue growth. Analyst commentary from Trefis examines whether surging demand for AI compute allows the company to charge more for chip rentals, turning the AI boom into faster cloud business growth.

Alibaba has announced a partnership with the Brooklyn Nets, according to a Simply Wall St report, at a time when the Chinese e-commerce group may see improved access to semiconductors. The story links the sports sponsorship deal to Alibaba's broader position amid easing chip supply conditions for Chinese technology firms, drawing attention from investors tracking the company's outlook.

Tencent is reportedly turning to Oracle to access AI chips from abroad, as US export restrictions limit the Chinese tech giant's ability to buy Nvidia processors directly. The move suggests Chinese companies are finding workarounds through cloud providers to secure the computing power needed for AI development, underscoring the growing tensions around semiconductor supply chains.

Datadog, Inc. (DDOG) shares are in focus as investors track the cloud monitoring company's stock price, quote data and latest news. The Nasdaq-listed software firm, which provides observability and security monitoring services, remains a closely watched name among growth stock traders following its performance history and market movement.