Browsing: Cloud Computing
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…
U.S. utilities plan $1.4 trillion spending spree, up 30%, for next 5 years amid AI construction boom
U.S. utilities and power generators are hiking their spending plans to record levels at the same time as consumer utility…
Anthropic faces user backlash over reported performance issues in its Claude AI chatbot
Anthropic, the high-flying AI company, is facing a backlash from some of its most prolific users over a perceived decline in…
The $400 billion enterprise software and cloud infrastructure giant Oracle is in the hot seat with a fiscal third quarter…











