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Cloud Infrastructure
The compute, storage and data fabric powering the AI era.
CrispIdea's Cloud Infrastructure coverage spans hyperscalers, PaaS databases, DevOps toolchains and next-gen networking. We track capex cycles, unit economics and the shift toward AI-native infrastructure — helping allocators identify durable compounders and inflection-point plays.
- Cloud Storage
- Cloud Compute
- DevOps
Equity research
Cloud Infrastructure — company reports
Company-level coverage with target prices, ratings and detailed financial models.
- Software
May 5, 2026 · ORCL
Oracle Corporation Q3FY26 — Oracle sees surge in AI demand
Structural transformation driven by AI infrastructure demand and a multi-cloud strategy with AI-enabled SaaS expansion.
$240
- IT Services
May 2, 2026 · NTCT
NetScout Systems Q3FY26 — Resilient mix, structural tailwinds
AI in network monitoring enabling faster insights — intelligence-driven solutions over basic tools.
$200
Thematic research
Cloud Infrastructure — sector & thematic reports
Structural deep-dives on the value chain, market sizing and long-term winners.
- IT Services
Apr 3, 2026
Redefining Cloud & IT Infrastructure for Autonomous Enterprises — 2026
Cloud IT infra market: $166.51bn in 2025 → $679.61bn by 2034 at 16.5% CAGR; North America at 44% share.
$2880
- Software
Mar 6, 2026
Quantum Computing — 2025 Stock Performance Review
Quantum computing in rapid transformation driven by steady commercialization and industry-shaping factors.
$1784
- Software
Jan 15, 2026
The Magnificent 7 — FY25 Performance
World Infotech index −32.18% and Nasdaq −29.57% in FY25; Mag 7 outperformed broadly ex-Tesla and Microsoft.
$1976