The chart below gets to the heart of the matter – the AI tailwind that is powering Google more broadly and Google Cloud ...

Media companies are using Microsoft AI to scale intelligent operations, personalize engagement, and unlock new monetization ...

Infosys has set its new AI strategy, “silicon to application,” in motion. The playbook aims to span the full AI ...

By moving into AI observability with Galileo and identity with Astrix, Cisco is repositioning its secure network as the ...

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

Nutanix .NEXT 2026 is the opportunity for the company to clearly explain what it will be ceding to AI for infrastructure ...

Microsoft Corporation stock is down 31% and trades at its lowest valuation in years. Click for why AI competition may keep MSFT lagging and consider GOOG/AMZN.

Datadog (DDOG) buy case: hybrid cloud & AI tailwinds, strong Q4 FY25 growth/FCF, and retention-driven expansion. Read more ...

A former Azure engineer has alleged Microsoft's cloud platform has relied on manual fixes since 2008, with a talent exodus ...

New proprietary models reduce Microsoft's dependence on its biggest AI partner, even as the two maintain a fragile alliance.

The hyperscalers are joining forces to help customers fully migrate to the cloud — and place their data closer to Microsoft services to facilitate cloud-native development and AI experimentation. UK ...