The $11 Trillion Cloud Backlog: How Big Tech's Unfinished ...
19 hours ago · Big Tech's cumulative cloud computing backlog has surpassed $11 trillion, driven by AI demand and multi-year enterprise contracts. This unprecedented revenue pipeline raises questions …
Big Tech’s $1.1 trillion cloud computing backlog
22 hours ago · Big Tech’s $1.1 trillion cloud computing backlog Now that the big dogs of cloud computing have all reported their quarterly earnings, we can step back and get a sense of the …
Hyperscalers Accumulate $11 Trillion Cloud Backlog
1 day ago · Major cloud providers collectively hold about $11 trillion in contracted but undelivered cloud services, according to an analysis of recent earnings disclosures reported by Slashdot. The backlog, …
Amazon leads Big Tech's $1 trillion rout on AI bubble fears
1 day ago · Big Tech companies have seen more than $1 trillion wiped from their stocks, with Amazon leading the pack in losses, according to FactSet data. Fears over AI spending sparked the sell-off ...
Big Tech's quarter in four charts: AI splurge and cloud growth
20 hours ago · U.S. tech giants have predicted their spending would surge this year as they double down on artificial intelligence, sharpening investor scrutiny over whether these costly bets would …
Cloud backlog nears $1T with AI in focus - fierce-network.com
Aug 18, 2025 · As of the end of June, the big three hyperscalers plus Oracle and CoreWeave had a collective order backlog approaching the $1 trillion mark. Microsoft had the largest tally of …
Big Tech stocks take a $1 trillion tumble as projected AI ...
20 hours ago · Tech Industry Big Tech Big Tech stocks take a $1 trillion tumble as projected AI spending continues to outweigh revenue — investors antsy about long-term planning becoming never-ending …