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News
Microsoft brings its fourth Indian cloud region online in Hyderabad, the first delivery against a $17.5 billion commitment
2+ hour, 47+ min ago (429+ words) With expertise in digital marketing, product management, and branding & identity, Ana Maria Constantin develops strategies that resonate with our target audience in the software/SaaS industry. Collaboration and teamwork are paramount to her, as she loves empowering her colleagues to…...
Microsoft's AI revenue is ~70% OpenAI, a filing shows
3+ day, 8+ hour ago (685+ words) A filing shows Microsoft booked $24.1 billion from OpenAI last year, most of its AI business. The same day, an executive told staff to default to OpenAI's model internally too. Microsoft’s AI business looks like a triumph. Its shares jumped after…...
Amazon joins the $3 trillion club as AWS chief calls the AI business ‘just massive’
6+ day, 4+ hour ago (650+ words) Amazon has joined the $3 trillion club. The company’s market value crossed the mark for the first time on Monday, making it the fifth listed company to get there, after a rally driven almost entirely by artificial intelligence. The shares hit…...
Oracle put its cloud rival’s AI inside its business apps, and the stock jumped 8%
1+ week, 2+ day ago (59+ words) Oracle has just put its cloud rival’s AI at the heart of the software its customers run their businesses on. Investors cheered. The company said on Thursday it is expanding its Google Cloud partnership to bring Gemini into Oracle’s ente...
Amazon jumps as AWS growth soothes fears over its AI spending
1+ week, 2+ day ago (265+ words) Amazon shares rose more than 12% after AWS grew 37%, its fastest in four years, easing worries that the company’s ~$220bn AI build-out is running ahead of demand....
Wiz’s AI bug-hunter helped find a master key to Azure Cosmos DB
1+ week, 2+ day ago (234+ words) Wiz found a “Cosmos Master Key” that could unlock every Azure Cosmos DB database. It is patched, and Wiz’s AI bug-hunter helped find it....
CoreWeave & Leidos are building a classified AI cloud for US spies
1+ week, 3+ day ago (326+ words) CoreWeave and Leidos will run CoreWeave’s AI cloud inside SCIF-accredited data centres for US intelligence and defence, a sovereign-compute push....
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
1+ week, 3+ day ago (55+ words) Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing....
Recursive puts $410m, most of its raise, into one AWS deal
1+ week, 4+ day ago (241+ words) Richard Socher's Recursive put about two-thirds of its $650m raise into one multi-year AWS compute deal, and calls it the smallest it will sign....
Traders price an outsized Microsoft move as AI capex scrutiny mounts
1+ week, 4+ day ago (222+ words) Options imply a ~$190bn post-earnings swing for Microsoft, an unusually large move, as investors demand proof its heavy AI spending is paying off....