Stories tagged “Cloud Infrastructure.”
4 stories
CoreWeave and Nebius provide cloud infrastructure for AI model training and running. CoreWeave scaled rapidly through leased infrastructure and debt financing, while Nebius designs and develops its own cloud software and has a stronger financial position.
Atlassian Corporation: Some Falling Knives Are Not Worth Going After
Atlassian Corporation faces significant risks from AI-driven disruption, with shares down 53% in a year and persistent net losses. The company's seat-based pricing model is threatened by AI agents, while cost-cutting measures like layoffs offer limited relief against surg…
India's cloud market is projected to reach $76.38 Bn by 2030, growing at a CAGR of 26.5%. Startups are rebuilding their cloud stack for profitability and scale.
NinjaOne leads with a $400M Series C extension in enterprise software. Digital Asset secures $355M for blockchain tech.