الشراكات في مجال الذكاء الاصطناعي تدفع الطلب على الحوسبة السحابية

What happened: ServiceNow (NOW) and Google Cloud expanded their partnership on April 22, launching interoperable AI agents for autonomous operations. Meanwhile, Amazon secured a $138 billion multiyear contract with OpenAI, while Oracle's backlog is over half OpenAI-related. EQT partnered with Google Cloud to accelerate AI adoption across its portfolio, involving 35 engineers.

Market impact: These collaborations drive cloud demand, particularly for AI services. They benefit cloud providers like Google Cloud and, indirectly, their partners like ServiceNow. OpenAI's partnerships, though significant, are relatively small for Amazon and Oracle, but crucial for their AI growth.

What to watch next: ServiceNow's earnings on June 29 will provide insights into AI-driven demand. Amazon's Q2 results on July 27 will reveal OpenAI's impact on its cloud business. Oracle's earnings on June 15 may offer more details on its OpenAI backlog.