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Yorkville Ives analysts pointed out that Microsoft's financial report shows its cloud computing capacity is sufficient to meet the enormous market demand. Microsoft Azure's revenue exceeded Wall Street expectations, becoming a key factor in stock performance.Before the financial report, the market had already seen AI-driven demand, but there were doubts about the speed of capacity release. Microsoft's promised future expenditure scale is $677 billion, with confirmed revenue expected to increase in the next 12 months. On Thursday before the market opened, Microsoft's stock price rose 2.7% against the trend.

On October 29, at the Tencent Global Digital Ecosystem Conference, Tencent Group Senior Executive Vice President Tang Daosheng stated that Tencent Cloud is accelerating the construction of global data centers, having deployed over 2 million servers.Tang Daosheng mentioned that in the past year, Tencent Cloud's overseas AI demand has achieved triple-digit growth, and the number of active international customers has doubled. Tencent Cloud previously collaborated with the Hunyuan team to increase the single-card throughput of domestic chips by 5 times two weeks before launch, and the model Hy4 will be launched soon.

Alphabet, Google's parent company, announced its third-quarter financial report for 2026 in the early hours of October 29, Beijing time. The quarterly revenue was $127.6 billion, a year-on-year increase of 25%, achieving double-digit growth for the 13th consecutive quarter, with an annualized revenue run rate of $500 billion. Revenue slightly missed Wall Street expectations, and net profit declined year-on-year, overall falling short of market expectations.Google Cloud revenue grew 103% year-on-year to $30.7 billion, a record increase, mainly driven by demand for enterprise AI infrastructure, AI solutions, and TPU-related needs. Google Services revenue increased by 11% to $96.3 billion, with search and other advertising revenue growing by 12% year-on-year, and YouTube advertising revenue increasing by about 9% to $11.2 billion. The company stated that the year-on-year growth rate of search queries was the highest in nearly five years, with AI-related features contributing to increased usage.Net profit attributable to common shareholders was $26.2 billion, a year-on-year decrease of about 25%, with earnings per share of $2.12. The profit decline was mainly affected by losses from equity securities investments, with related losses for the quarter amounting to about $8.7 billion, whereas this item had contributed significantly to profits in the same period last year. Operating profit increased by 30% year-on-year to $40.6 billion, with an operating margin rising to 31.8%. The free cash flow for the quarter was negative, and the full-year capital expenditure guidance remained at $195 billion to $205 billion. After the financial report was released, Alphabet's stock price fell by 9.84% in after-hours trading.

In Q3 2026, Alphabet's Google Cloud business revenue was $30.71 billion, while the market expectation was $29.566 billion.

According to Bloomberg, AI cloud security company Upwind announced the completion of a $400 million financing round, led by Bessemer Venture Partners, with participation from existing investors such as Greylock Partners and Craft Ventures, bringing its valuation to $3.8 billion.Upwind primarily provides security protection for enterprise cloud infrastructure, capable of detecting malware and suspicious activities, and this year expanded its platform to address AI-related security risks. The new funds are intended for engineering research and development as well as building sales and marketing teams.

According to "Du Jia," Tencent has launched the internal testing of "Tencent Cloud Drive," with some features still being iterated, and plans to release an App version. This product focuses on file storage, data management, and AI applications, with a core positioning as a unified memory base for multiple Agents, aiming to connect various AI applications and office tools, unify and carry context, allowing multiple Agents to collaborate based on the same information.Practical tests show that the internal test version retains basic entry points such as the homepage, files, recycle bin, and storage space, with a floating AI assistant panel on the right side. The core highlight of the product is its "connection" capability, supporting binding with Tencent Docs, WorkBuddy, and integrating third-party Agents like DeepSeek Harness and OpenClaw. After authorization, the Cloud Drive AI assistant can read application files, automatically sync updates, and directly call information as a knowledge base for retrieval, summarization, and content generation. The binding page will clearly inform users of the scope of permissions and the rules for AI credit consumption.The report points out that, unlike traditional Cloud Drive AI's document summarization, this system fully connects documents, Cloud Drive files, and Agent workspaces, shifting the Cloud Drive from a file repository to a data memory platform in the AI era.

According to Gate data, the U.S. stock market closed on Tuesday (October 27), with the Dow Jones Industrial Average up 0.03%, the S&P 500 index up 0.60%, and the Nasdaq up 1.18%.Neocloud stocks rose across the board, with Nebius (NBIS) up 11.22%, Cipher Digital (CIFR) up 9.99%, Galaxy Digital (GLXY) up 9.57%, Applied Digital (APLD) up 9.42%, CoreWeave (CRWV) up 7.94%, and IREN up 7.90%.Most optical communication concept stocks strengthened, with Credo (CRDO) up 10.77%, Astera Labs (ALAB) up 10.47%, Applied Optoelectronics (AAOI) up 6.96%, Coherent (COHR) up 6.38%, and Lumentum (LITE) up 5.88%.Storage stocks rose across the board, with Western Digital (WDC) up 6.95%, SanDisk (SNDK) up 3.92%, Seagate Technology (STX) up 3.67%, Micron Technology (MU) up 2.77%, and SK Hynix (SKHY) up 1.92%. Semiconductor stocks also rose, with AMD up 5.45%, Marvell Technology (MRVL) up 4.19%, Broadcom (AVGO) up 4.00%, Intel (INTC) up 3.61%, and both TSMC (TSM) and ASML up 2.94%.

According to a report by Financial Associated Press, based on the IPO filing released by Anthropic on Monday, sales generated from the cloud markets of the three major cloud service providers—Google, Amazon, and Microsoft—accounted for 48% of Anthropic's total revenue in the first half of 2026, up from 11% in 2023. These cloud service providers collect payments from customers and transfer them to Anthropic after deducting fees, with payments to channel partners increasing by $2.7 billion year-on-year in the first half of this year. The document shows that Anthropic's sales in the second quarter were $11.555 billion, with an operating profit of $974 million.The S-1 describes the aforementioned cloud service providers as simultaneously acting as investors, customers, distribution partners, and competitors, stating that they can understand Anthropic's pricing and commercial terms. It also mentions that these companies may prioritize promoting their own AI models, raising antitrust concerns. The document lists the minimum commitments for computing power as follows: at least $114.5 billion to Google by 2033, at least $110 billion to Amazon by 2036, and $44.9 billion to Microsoft; the minimum commitments remain valid regardless of whether the computing power is actually used. Additionally, it is expected that between 2028 and 2031, $125 billion to $150 billion will be paid for additional TPU computing power.In terms of equity, Amazon and Google currently hold shares without voting rights and are not included in the list of securities with more than 5% voting rights; after the IPO conversion, both will exceed 5% ownership of preferred shares and certain convertible notes. Amazon has invested approximately $18 billion to date and has committed to invest up to an additional $15 billion under specific conditions, with related notes convertible into a maximum of 1.84 billion shares, equivalent to 10.9% of fully diluted shares as of June this year, and subject to a 12% ownership cap. Google has invested approximately $23 billion and has committed to invest an additional $20 billion upon meeting certain conditions, with the latest agreement having a maximum ownership cap of 14.99%. The document also lists a $161.2 billion equipment leasing agreement related to Broadcom, as well as a computing power procurement arrangement with SpaceXAI for up to $120.5 billion.

Elon Musk stated that SpaceX will not acquire any new cloud service providers.

Elon Musk stated that due to the pressure from the debt market environment, over 200 new computing cloud companies will face industry consolidation, with only a few companies able to survive.

The official account of Alibaba Cloud stated that the large model company Step Star has globally released its flagship open-source model Step 5 Preview, positioned as a primary working model for real-world intelligent agent tasks, excelling in AI programming, software engineering, professional knowledge work, and financial scenarios. The model has a total of 600 billion parameters and 27 billion active parameters, utilizing sparse MoE, with a maximum context window of 1 million, capable of processing text, images, and videos. The article mentions that it recently ranked second globally in both weekly and daily call volume on OpenRouter. On the day of the release, Alibaba Cloud announced the completion of DAY0 adaptation, optimized for joint inference based on chips, super node instances, and models, with inference computing power provided by the Lingjun super node.Step Star has developed its own intelligent agent reinforcement learning training platform, with the sandbox platform managed by Alibaba Cloud. The solution is based on Alibaba Cloud's Agent Sandbox and Kubernetes container service, aimed at elastic computing power in training mode, claiming to create tens of thousands of sandboxes in a single minute, with a maximum concurrency of up to one million, compatible with E2B API, and providing native Kubernetes interfaces. Through multi-level image caching, intelligent pre-scheduling, and control link optimization, it achieves millisecond-level application and minute-level creation of 30,000 sandboxes, with the sandbox lifecycle uniformly managed by Alibaba Cloud's backend.In terms of storage, each Pod starts with 15GB of free temporary storage, automatically increasing by 30GB each time when usage exceeds 70%, up to a maximum of 300GB. For security, MicroVM-level isolation is adopted by default, covering computing, networking, storage, and permissions, with zero-trust access to cloud products and large model interfaces. The results provided in the article include: a 90% reduction in image startup time, model evaluation cycles compressed from weekly to daily, and an average savings of about 40% on EBS storage costs; relying on ACK One Fleet, it can support the stable operation of hundreds of thousands of sandboxes simultaneously.

Google (GOOG.O) announced the official launch of the Claude model deployment option managed by Anthropic on Google Cloud.

According to TheEnergyMag, AI cloud service provider Nebius Group N.V. has secured a $3.5 billion Senior Secured Financing Facility from Citibank, which will be used to support its global AI cloud computing expansion.

NVIDIA CEO Jensen Huang stated during an interview with CNBC reporter Arjun Kharpal at the GTC conference in Berlin on Thursday that the demand for neocloud is extremely high and its capabilities are extraordinary, but insufficient working capital is restricting growth. He mentioned that there is huge demand in multiple fields of artificial intelligence, and the capital demand far exceeds supply, a problem that will be resolved.Jensen Huang indicated that electricity is the main constraint on the expansion of artificial intelligence, with European electricity prices being higher. He believes that allocating scarce energy to companies like Nebius and Mistral is crucial for their growth. Investment can enter Europe, but local infrastructure must be established first; if European neocloud can build infrastructure locally, the artificial intelligence ecosystem and economy can start and remain in Europe. He added that the whole of Europe still needs more neocloud.NVIDIA is conducting media activities in Europe this month and has committed nearly $10 billion in investments to local companies, universities, and research institutions. Jensen Huang announced last week during his visit to London that the company has invested over $1 billion in five UK startups and is also investing in several French startups. He stated that NVIDIA is trying to kickstart the artificial intelligence economy in Europe, which has a wealth of technology, industrial experience, and research capabilities, and is ready to participate in and build a local artificial intelligence economy.

According to an official announcement from Railway, the cloud deployment platform Railway detected abnormal activity in the system that stores customer environment variables. Preliminary investigations indicate that an unauthorized third party may have accessed encrypted environment variables and obtained decrypted content from some of those variables, which may include API keys, database credentials, and image repository credentials.Railway believes this incident is part of a recent series of attacks targeting platform companies, aimed at infiltrating AI inference service providers, and has notified upstream service providers to proactively revoke keys. Currently, Railway has suspended all deployments and recommends that all users immediately rotate the environment variables, API keys, and private repository credentials stored on the platform, and check relevant service logs.

Tencent Cloud Security Center has detected that PHP has been disclosed to have remote code execution vulnerabilities, with vulnerability IDs CVE-2026-109618 and CVE-2026-109619, codenamed "php2shell". This can allow unauthenticated remote attackers to trigger memory corruption and ultimately achieve remote code execution by sending specially crafted multipart POST requests, thereby completely controlling the server and causing other harms.Tencent Cloud Security recommends conducting timely security self-checks. If you are within the affected range, please update and patch promptly to avoid being invaded by external attackers.

OpenAI is bringing its artificial intelligence models and Codex programming tools to Google Cloud, expanding its reach to serve customers of the three major cloud service providers in the United States. Google Cloud customers will purchase OpenAI's cutting-edge models through the "Model Garden and Marketplace," with related features expected to be fully launched in the coming weeks.

Google Cloud and NVIDIA announced that the NVIDIA Vera Rubin infrastructure is officially open for full use.

Bitcoin has been trapped in the range of $80,000 to $84,000 for the past two weeks. Huobi HTX's chief analyst Cloud believes that this is essentially a balance of two opposing forces: ETFs have seen a net outflow for two consecutive weeks, while exchange holdings continue to flow out, and long-term holders are only moderately cashing out. In the week leading up to the Federal Reserve's interest rate decision, Bitcoin is likely to continue waiting in this range. The CME has only priced in a 16% chance of a rate hike in October, while economists generally believe it is close to a 50-50 chance. This discrepancy in pricing and opinions will make funds hesitant to bet in advance.If a direction is chosen in advance, the possibility of a downward test is slightly higher: the funding rate remains high, and the options skew continues to lean towards puts, indicating that bulls have not yet cleared out, and the demand for downside protection is still increasing. However, there has been effective support formed multiple times below $80,000 in the past month, making a downward breakout more likely to be a false breakout.Confirmation signals for a breakout are divided into two groups: for an upward breakout, the daily close needs to be above $84,200, with a cumulative net inflow of over $500 million into ETFs for three consecutive days, and the funding rate not exceeding 15%; for a downward breakout, it must fall below $79,800, with a single-week ETF outflow exceeding $500 million, while exchange funds turn into net inflows. The true source of direction will come from the interest rate decision announced at midnight on October 29, Beijing time, and the nearly 89% pricing for a rate hike in December.Note: The content of this article is not investment advice and does not constitute any offer, solicitation, or recommendation for any investment products.