Alphabet plans significantly higher capital spending in 2026 as it expands data centers and AI infrastructure amid intense cloud competition.
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Telecom and cloud markets are shifting around AI and 5G as operators balance new opportunities with rising costs and competition.
Oracle plans to raise up to $50 billion via equity and debt to fund data center expansion, easing investor funding fears amid AI competition.
Microsoft 365 services experienced a major outage for thousands of users, highlighting risks of cloud reliance and online service continuity.