Michael Burry has positioned against Oracle, using put options and direct short sales as he questions the company’s aggressive cloud expansion. He has raised concerns about mounting debt, capital spending, and deal structures tied to Oracle’s cloud push, which followed AI-driven optimism earlier this year. While critical of Oracle, Burry continues to avoid shorting larger, more diversified tech giants.
CRN named Scale Computing to its 2026 Cloud 100 list in the cloud infrastructure category, signaling stronger channel focus on edge-centric cloud platforms. The recognition reflects growing demand for architectures that push compute closer to data while simplifying operations across distributed sites. As enterprises rebalance beyond centralized clouds, edge and hybrid models are moving into the core of modern IT planning.
Adobe enters a critical week as a broker downgrade sharpens investor focus on competition and AI-driven growth in its cloud software business. Analysts are questioning whether generative AI features can translate into higher paid adoption as rivals target price-sensitive users. With inflation data and earnings approaching, Adobe’s ability to defend Creative Cloud demand now sits firmly under scrutiny.
At NRF 2026, Google Cloud introduced Gemini Enterprise for Customer Experience, aiming to unify shopping and customer service through agentic AI. The platform connects product discovery, transactions, and post-purchase support within a single interface. Early adopters in retail and food service plan to use the system to reduce friction, maintain context across channels, and automate complex customer interactions at scale.
AI-focused cloud provider Lambda is reportedly seeking $350 million in pre-IPO funding as it prepares for a public listing in the second half of 2026. The talks follow rapid revenue growth and major GPU supply deals with Microsoft and Nvidia. The move highlights continued investor appetite for specialized AI cloud infrastructure despite tightening capital markets.
JetHost has introduced a new Partner Program targeting agencies, freelancers, and developers seeking streamlined hosting management and predictable revenue. The initiative offers centralized tools for managing client sites, referral-based commissions, and tailored pricing. The move reflects a broader trend among hosting providers to deepen relationships with web professionals by positioning infrastructure as a long-term business enabler rather than a standalone service.
Fresh takes, great finds and engaging stories on the cloud and web hosting industry. Send us a news tip.
Enterprise Dedicated Servers - Intel/AMD EPYC & RYZEN - 100% Uptime 24/7 Support
Official Plesk Partner, Instant License Delivery, No Contract Commitment. Grab Your Savings NOW!
Significant discounts on KVM VPS SSD. Worldwide Locations. Full Root Access. Instant Deployment.
Get a .CA domain, with domain privacy, full DNS record control, domain forwarding, excellent support.
Premium professional WordPress sites that will not break your wallet. Optimized for SEO to drive traffic.
