Cloud Computing & Enterprise Software

Cloud platforms and their competition, enterprise SaaS and CRM, data platforms, virtualization and licensing shifts, cloud pricing and FinOps, sovereign and private cloud, reliability and outages, product lifecycles, and developer/observability tooling.

Meta: AI Monetization vs. Capital Intensity — The Infrastructure Tipping Point

Proprietary data centers and custom silicon offer moats, but inference costs and open-model commoditization test the bull case

By KAPUALabs

/ 17 Aug 2026

AI Capex's New Litmus Test: Visible Monetization

Investors are applying a higher hurdle rate to infrastructure spending they cannot directly measure against enterprise revenue

By KAPUALabs

/ 15 Aug 2026

AWS Growth Reacceleration: Anatomy of a 37% Quarter

How margin expansion, AI run rates, and a 24-month capex pipeline reshape Amazon's investment case

By KAPUALabs

/ 15 Aug 2026

Mega-Cap AI Reckoning: Markets Now Demand Cash Flow, Not Just Ambition

How Amazon's negative FCF signals a new selectivity where infrastructure ownership must prove earnings quality

By KAPUALabs

/ 15 Aug 2026

AI's Infrastructure Shock: Custom Chips, Cyber Threats, and the Stakes for Meta

A definitive analysis of how hyperscaler chip strategies and escalating cyber risks are reshaping competitive dynamics in AI compute.

By KAPUALabs

/ 14 Jul 2026

AI's Infrastructure Shock: Custom Chips, Cyber Threats, and the Stakes for Meta

Hyperscale Infrastructure: Meta's 5-GW Bet Reshapes Cloud Economics

A systematic analysis of power constraints, regulatory friction, and the infrastructure arms race among the Big 4 hyperscalers.

By KAPUALabs

/ 17 Jun 2026

Hyperscale Infrastructure: Meta's 5-GW Bet Reshapes Cloud Economics

Is AI Infrastructure the Next Railway Bubble?

Massive cloud revenue beats mask sentiment fragility – are we repeating 1840s mania?

By KAPUALabs

/ 17 Jun 2026