Browsing: Cloud Computing
When the price of jet fuel skyrocketed at the outset of the Iran war, it scrambled the business outlook for…
The sovereignty rules governing IT inside large companies almost always look the same: one line in a policy document saying…
Elon Musk: SpaceX will dominate AI compute because data centers a trivial problem for rocket scientists
After spending nearly $16 billion on artificial intelligence infrastructure in the second quarter, Elon Musk used SpaceX’s first earnings call…
The horse race between Amazon and Microsoft’s cloud computing businesses has gone through various phases over its nearly two-decade history,…
Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?
Meta stock jumped more than 7% Tuesday on a Bloomberg report that the company is building a new business to…
As Microsoft seeks to be AI’s center of gravity, CEO Satya Nadella makes the case in San Francisco
Microsoft Chief Executive Satya Nadella proclaimed a “new paradigm” on Tuesday in a keynote at the company’s Build conference in…
Sridhar Ramaswamy sees the major software players beginning to sort the AI winners from the losers. As of now, Snowflake,…
ServiceNow CEO Bill McDermott interview: Saaspocalypse nonsense and trillion dollar ambition
Bill McDermott’s time at the helm of ServiceNow has been nothing if not eventful. Months after he became CEO at…
Cloud revenue is now 18% of Alphabet’s business. Is Google’s identity as a search company changing?
Ever since Google was founded in 1998, search has been the core of the company’s identity. For much of that…
Google’s rapid AI improvements have lifted its once-beleaguered cloud division, with startups and enterprises now clamoring to build on top of…












