# Cloud İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Cloud" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Aventus Launches Node Sales for Its Blockchain Network

Aventus, a blockchain infrastructure developer for enterprise applications, has launched the sale of node licenses for its Aventus Cloud network. This allows individuals and companies to run their own nodes and provide computational power to the network. Aventus Cloud offers decentralized computing for applications on the Aventus network. Nodes process and validate various operations, including oracle data, cross-chain state information, and custom user logic. Node operators can earn rewards for supplying these computational resources. Aventus plans to issue up to 40,000 node licenses, with over 2,500 already operational. The current Genesis tranche price is $1,755 per license. The company emphasizes that the license is a software product, not an investment instrument, and requires KYC verification for purchase. Operating as a non-profit DAO governed by AVT token holders, Aventus is built on Substrate and connected to Polkadot. Its infrastructure enables new appchains to utilize decentralized computing resources without building their own operator networks.

cryptonews.ruDün 10:36

Aventus Launches Node Sales for Its Blockchain Network

cryptonews.ruDün 10:36

Cerebras Plummets! Hardware Revenue Unexpectedly Declines, Challenging Nvidia Hits Demand Fluctuations

Cerebras Systems reported mixed Q2 2026 results. While total GAAP revenue grew 74% YoY to $180.1M, its core hardware sales unexpectedly fell 23% to $54.1M. In contrast, cloud and services revenue surged 281% to $126M, becoming the largest revenue segment and highlighting a business model shift. Despite the hardware slowdown, the company raised its full-year core revenue guidance to $880-$890M and provided a Q3 outlook above market expectations. CEO Andrew Feldman noted hardware growth will be "lumpy." Investors reacted negatively, with shares dropping ~17% after-hours. Concerns centered on the hardware decline, as Cerebras positions its wafer-scale chips as a challenger to Nvidia. The market is reassessing growth sustainability despite strong cloud performance and a $25.4B backlog. Cerebras is betting on AI inference demand, leveraging its architecture which avoids HBM and advanced packaging for potential cost advantages. With substantial cash reserves, it plans to scale manufacturing capacity tenfold in 2026 to meet future delivery commitments.

marsbit2 gün önce 14:21

Cerebras Plummets! Hardware Revenue Unexpectedly Declines, Challenging Nvidia Hits Demand Fluctuations

marsbit2 gün önce 14:21

Wall Street Morning Report: CPI Lands Mildly, U.S. Stocks Stage Deep V-Shaped Reversal, AI Cloud, Storage, and Optical Communications Collectively Surge

Wall Street Morning Report: US stocks staged a deep V-shaped recovery following a mild CPI report, with AI cloud, storage, and optical communication sectors leading the rally. Major indexes were mixed: the Dow dipped slightly, while the S&P 500 and Nasdaq gained, nearing record highs. The July CPI data met expectations, with core inflation hitting its slowest pace since March 2021, further reducing expectations for a September Fed rate hike. Market focus shifted decisively towards AI infrastructure. The Philadelphia Semiconductor Index jumped 2.49%. AI cloud providers NEBIUS and CoreWeave surged 34% and 19% respectively on strong earnings and massive order backlogs. Optical communication stocks like Lumentum and Coherent also posted significant gains. The storage sector rallied broadly, with SK Hynix and Micron among the advancers. Meanwhile, major tech giants saw divergence. Nvidia rose over 3%, while Apple, Microsoft, Amazon, and Meta closed lower. In commodities, gold and silver remained strong, while oil prices retreated as markets awaited developments in the Strait of Hormuz. The US federal budget deficit widened significantly in July, raising long-term concerns. Key upcoming events include US PPI data, Sandisk's investor day, and the SEC's 13F filings deadline, which will reveal institutional holdings.

marsbit08/13 04:46

Wall Street Morning Report: CPI Lands Mildly, U.S. Stocks Stage Deep V-Shaped Reversal, AI Cloud, Storage, and Optical Communications Collectively Surge

marsbit08/13 04:46

The Rise of CoreWeave and SuperMicro Stocks Boosts Artificial Intelligence Company Stocks

Shares of AI infrastructure companies rose on Wednesday following better-than-expected quarterly results from CoreWeave, Super Micro Computer, and Nebius Group. This surge also boosted related sectors like server makers, memory suppliers, and optical component manufacturers. Nebius Group (NBIS) led the gains, jumping roughly 23% after reporting revenue that significantly exceeded analyst forecasts. CoreWeave (CRWV) saw its stock rise about 19%, while Super Micro Computer (SMCI) climbed 13% on strong guidance. CoreWeave disclosed a backlog exceeding $100 billion, up about 50% from the prior quarter, with an additional $25 billion in orders received after the quarter ended. However, financing this growth at a high cost of capital was noted as a key concern. A major constraint highlighted was limited power and cooling capacity, which Supermicro cited as preventing it from fulfilling more orders. This supply-side limitation allows companies to raise prices, boosting profitability beyond expectations. The positive momentum extended to memory and optics. Lumentum's (LITE) stock rose after its quarterly revenue more than doubled, while shares of memory-related firms like Micron (MU) also gained. South Korea's Kospi index tracked its best August performance, linked to AI demand optimism. Investors are now awaiting NVIDIA's (NVDA) earnings report on August 26 for further market direction.

cryptonews.ru08/12 20:49

The Rise of CoreWeave and SuperMicro Stocks Boosts Artificial Intelligence Company Stocks

cryptonews.ru08/12 20:49

Bitdeer Reduced Gross Loss to $8.5 Million, Q2 Revenue Exceeded $228.8 Million

Bitdeer significantly narrowed its gross loss in Q2 2026 to $8.5 million, even as its revenue surged to $228.8 million, a 21.1% increase from the previous quarter and a 47% year-over-year rise. The strong revenue growth was primarily driven by the company's proprietary mining business, which generated $168.4 million, and its AI cloud services, which grew to $14 million. However, the cost of revenue grew faster than revenue on an annual basis, reaching $237.3 million, leading to a gross loss. This cost increase was largely due to higher electricity expenses for mining and increased depreciation from deploying new equipment. Notably, the pace of cost growth slowed significantly compared to Q1, helping to reduce the quarterly gross loss from $39 million to $8.5 million. The net loss also improved, narrowing to $92.3 million. Bitdeer highlighted major expansion steps, including a $4.7 billion, 16-year AI data center lease in Norway and a $36 million U.S. facility for building its SEALMINER machines, positioning itself for future growth.

cryptonews.ru08/11 11:28

Bitdeer Reduced Gross Loss to $8.5 Million, Q2 Revenue Exceeded $228.8 Million

cryptonews.ru08/11 11:28

Anthropic Strikes Another $9.1 Billion Computing Deal with Bitcoin Miner Riot, Committing $60 Billion in 3 Months

AI startup Anthropic is aggressively expanding its computing power capacity. According to Bloomberg, Anthropic has signed a long-term cloud computing contract with Bitcoin mining company Riot Platforms worth $9.1 billion over 20 years. This is part of a recent series of massive compute procurement deals by Anthropic, totaling over $60 billion in recent months, including agreements with infrastructure startup Volta Infra Holdings ($10 billion) and Elon Musk's xAI (nearly $45 billion). The deals aim to address the severe compute shortage bottlenecking the growth of its Claude AI tools. The agreement with Riot grants Anthropic access to 191 megawatts of computing power from Riot's data center campus in Texas. The contract includes options for two five-year extensions, potentially increasing its total value to $16.1 billion and extending it to 2048. Following the news, Riot's stock surged 25% in after-hours trading. This deal marks a significant strategic shift for Riot Platforms, transitioning from Bitcoin mining to the AI data center market, leveraging its existing power infrastructure and large-scale data center operations. The long-term, high-value contract is seen as reshaping Riot's revenue model from volatile cryptocurrency mining towards more stable, contracted service income.

华尔街日报08/11 02:26

Anthropic Strikes Another $9.1 Billion Computing Deal with Bitcoin Miner Riot, Committing $60 Billion in 3 Months

华尔街日报08/11 02:26

Western Digital Quarterly Profit Hits $3.195 Billion, But How Much Did the Hard Drive Business Actually Make?

Western Digital reported FY2026 Q4 revenue of $3.747 billion, with GAAP earnings per share of $8.21. A key distinction in the results is the separation of its core HDD business from gains related to its retained stake in SanDisk. Following the flash memory business spin-off in February 2025, the company's revenue growth over the last five quarters represents a pure expansion of its HDD operations, primarily driven by demand from cloud and data-intensive workloads, which constituted 89% of Q4 revenue. The business showed significant margin improvement, with GAAP gross margin reaching 54.1% in Q4, meaning over half of every revenue dollar remained after direct manufacturing costs. This expansion in both revenue and profitability is reflected in free cash flow of $1.281 billion for the quarter. GAAP net income was $3.195 billion, heavily influenced by a $2.05 billion non-cash gain from the revaluation of the SanDisk stake. On a non-GAAP basis, which excludes this and other items, net income was $1.382 billion. This adjustment highlights the underlying strength of the HDD business itself, which has seen a sustained period of growth and improved profitability independent of its financial investments.

marsbit08/06 03:06

Western Digital Quarterly Profit Hits $3.195 Billion, But How Much Did the Hard Drive Business Actually Make?

marsbit08/06 03:06

Amid a 38GW Power Shortage, Why Have Bitcoin Mining Facilities Suddenly Become the New Gateway to AI Compute?

Under the impending threat of a 38GW power deficit projected for US data centers between 2026-2028, decommissioned Bitcoin mining sites are emerging as critical infrastructure for AI compute. A growing number of listed North American miners—including TeraWulf, Hut 8, and Cipher Mining—are pivoting to become "Powered Shell Providers." They are repurposing their existing assets: pre-approved grid connections, land, and substations to offer ready-to-use data center shells to cloud providers and AI companies. This shift capitalizes on the severe bottleneck in securing new, large-scale power access, which can take 5-7 years. Analysts at Morgan Stanley estimate retrofitted mining facilities could supply 10-19GW of the needed capacity. The core value proposition is no longer cryptocurrency mining, but selling a scarce "time to power" advantage in the race for AI infrastructure.

华尔街日报08/02 08:51

Amid a 38GW Power Shortage, Why Have Bitcoin Mining Facilities Suddenly Become the New Gateway to AI Compute?

华尔街日报08/02 08:51

HIVE Executive: AI GPUs Generate 10x More Revenue Per Hour than Mining Farms

HIVE Digital Technologies reported a significant shift in its business strategy, with AI computing now generating vastly more revenue per GPU-hour than its Bitcoin mining operations. CEO Frank Holmes stated that a cluster of 504 Nvidia B200 GPUs deployed in AI infrastructure earns about $2.90 per GPU-hour, compared to roughly $0.12 per hour from Bitcoin mining rigs. The company’s fiscal 2026 total revenue grew 158% year-over-year to $297.8 million, with its new AI and high-performance computing (HPC) division, BUZZ HPC, contributing $19.5 million. HIVE’s strategy involves directing most new infrastructure investment towards higher-margin AI services while maintaining its significant Bitcoin mining operations, which produced 2,885 BTC in FY2026. Its most ambitious project is a 320-megawatt AI data center near Toronto, slated to begin operations in late 2027 and projected to generate approximately $360 million in annual recurring revenue. HIVE’s pivot reflects a broader industry trend as public mining companies face pressure from declining Bitcoin mining margins and increasingly allocate resources to lucrative AI and cloud computing contracts.

cryptonews.ru08/01 09:59

HIVE Executive: AI GPUs Generate 10x More Revenue Per Hour than Mining Farms

cryptonews.ru08/01 09:59

Amazon shares surge on AWS growth and Anthropic profit boost

Amazon reported second-quarter 2026 net income of $62.6 billion, driven significantly by a surge in the valuation of its investment in Anthropic. Revenue rose 20% to $200.61 billion, exceeding forecasts. The stock jumped over 10%. Key growth came from Amazon Web Services (AWS), with sales up 37% to $42.2 billion, marking its fastest growth rate in 18 quarters. AWS's AI and chip business units each surpassed $25 billion in annual revenue. Amazon raised its 2026 capital expenditure forecast to $220 billion due to strong AI demand outpacing available capacity. Operating profit climbed to $27.5 billion. Advertising revenue grew 26% to $19.81 billion. Operating cash flow over the trailing twelve months increased 33% to $161.4 billion.

cryptonews.ru07/31 05:31

Amazon shares surge on AWS growth and Anthropic profit boost

cryptonews.ru07/31 05:31

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