#cloud computing

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#cloud-computing #microsoft #ai #openai #aws #ai-infrastructure #artificial-intelligence #amazon #google
#microsoft
Venture
fromFortune
21 hours ago

Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock | Fortune

Pershing Square built a new Microsoft position at a 21-times forward-earnings valuation, calling it a core holding.
Artificial intelligence
fromTechzine Global
5 days ago

TCI sells off billions in Microsoft stake due to AI concerns

TCI cut its Microsoft stake from about 10% to about 1%, citing AI-driven uncertainty about Office and Azure dominance and potential displacement of existing productivity software.
Business
from24/7 Wall St.
1 week ago

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.
Tech industry
fromThe Verge
2 weeks ago

Here's how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI ended their partnership amicably, allowing OpenAI to offer services across all cloud providers, including AWS.
DevOps
fromTechzine Global
2 weeks ago

Microsoft scales up Azure Local to a sovereign cloud, or does it?

Microsoft is scaling up Azure Local to meet sovereignty requirements for governments and regulated sectors, allowing for thousands of servers in a sovereign environment.
Venture
fromFortune
21 hours ago

Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock | Fortune

Pershing Square built a new Microsoft position at a 21-times forward-earnings valuation, calling it a core holding.
Artificial intelligence
fromTechzine Global
5 days ago

TCI sells off billions in Microsoft stake due to AI concerns

TCI cut its Microsoft stake from about 10% to about 1%, citing AI-driven uncertainty about Office and Azure dominance and potential displacement of existing productivity software.
Business
from24/7 Wall St.
1 week ago

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.
Tech industry
fromThe Verge
2 weeks ago

Here's how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI ended their partnership amicably, allowing OpenAI to offer services across all cloud providers, including AWS.
DevOps
fromTechzine Global
2 weeks ago

Microsoft scales up Azure Local to a sovereign cloud, or does it?

Microsoft is scaling up Azure Local to meet sovereignty requirements for governments and regulated sectors, allowing for thousands of servers in a sovereign environment.
more#microsoft
#ai-chips
Artificial intelligence
from24/7 Wall St.
1 day ago

Forget Cerebras Systems' IPO and Focus on This Tech Giant Instead

Cerebras’ post-IPO AI chip surge faces overextension risk, while Alibaba’s scaled AI and cloud business offers more grounded fundamentals.
Tech industry
fromThe Motley Fool
3 days ago

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.
Artificial intelligence
from24/7 Wall St.
1 day ago

Forget Cerebras Systems' IPO and Focus on This Tech Giant Instead

Cerebras’ post-IPO AI chip surge faces overextension risk, while Alibaba’s scaled AI and cloud business offers more grounded fundamentals.
Tech industry
fromThe Motley Fool
3 days ago

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.
more#ai-chips
#artificial-intelligence
Tech industry
fromThe Motley Fool
1 day ago

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications | The Motley Fool

Alphabet and Meta are making very large AI capital expenditures, driving early revenue and advertising gains despite potential reductions in share buybacks.
Tech industry
fromThe Motley Fool
1 day ago

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications | The Motley Fool

Alphabet and Meta are making very large AI capital expenditures, driving early revenue and advertising gains despite potential reductions in share buybacks.
Tech industry
fromeuronews
2 weeks ago

Google parent Alphabet profit jumps 81% amid Big Tech earnings results

Strong quarterly results from major tech companies are driven by growth in artificial intelligence and cloud computing.
more#artificial-intelligence
#cloud-computing
DevOps
fromInfoWorld
1 day ago

Capacity markets could reshape cloud computing

Enterprises may soon buy elastic computing from organizations with excess capacity, expanding cloud-like services beyond hyperscalers.
DevOps
fromInfoWorld
2 weeks ago

Running AI in the cloud is easy - and expensive

Public cloud simplifies enterprise AI implementation but incurs significant operational costs.
DevOps
fromInfoWorld
2 weeks ago

AI in the cloud is easy but expensive

The cloud simplifies enterprise AI implementation but comes with significant costs that need careful consideration.
DevOps
fromInfoWorld
1 day ago

Capacity markets could reshape cloud computing

Enterprises may soon buy elastic computing from organizations with excess capacity, expanding cloud-like services beyond hyperscalers.
Tech industry
fromComputerworld
3 days ago

Who's the winner in the new Microsoft-OpenAI deal?

Microsoft and OpenAI renegotiated terms after cloud exclusivity disputes, changing their relationship and financial arrangements.
DevOps
fromInfoWorld
2 weeks ago

Running AI in the cloud is easy - and expensive

Public cloud simplifies enterprise AI implementation but incurs significant operational costs.
DevOps
fromInfoWorld
2 weeks ago

AI in the cloud is easy but expensive

The cloud simplifies enterprise AI implementation but comes with significant costs that need careful consideration.
more#cloud-computing
Tech industry
from24/7 Wall St.
1 day ago

Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Microsoft growth is driven by Azure and enterprise AI demand, while Alphabet growth is powered by Google Cloud, Search, and consumer AI offerings.
European startups
fromFortune
1 day ago

A European central bank has signed a mega deal with a cloud service provider. The problem for Google, Microsoft and Amazon? It's not with them | Fortune

Central banks in Europe are shifting essential cloud services from major U.S. providers to European firms to reduce dependence and strengthen digital resilience.
#ai
fromtheregister
2 days ago
European startups

ZTE and Telkom Indonesia sign strategic MoU to accelerate digital solutions and infrastructure development

Software development
fromDevOps.com
1 week ago

Mistral Moves Coding Agents to the Cloud - and Gets Out of Your Way - DevOps.com

Mistral launched remote coding agents for its Vibe platform, enabling asynchronous coding tasks in the cloud without user supervision.
fromTechzine Global
2 weeks ago
Tech industry

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.
fromTechCrunch
3 weeks ago
Silicon Valley

Meta's loss is Thinking Machines gain | TechCrunch

Weiyao Wang has left Meta to join Thinking Machines Lab, which is expanding rapidly with a new multibillion-dollar cloud deal with Google.
European startups
fromtheregister
2 days ago

ZTE and Telkom Indonesia sign strategic MoU to accelerate digital solutions and infrastructure development

ZTE and Telkom Indonesia expand cooperation to accelerate Indonesia’s digital transformation using cloud computing, AI, and next-generation connectivity.
Software development
fromDevOps.com
1 week ago

Mistral Moves Coding Agents to the Cloud - and Gets Out of Your Way - DevOps.com

Mistral launched remote coding agents for its Vibe platform, enabling asynchronous coding tasks in the cloud without user supervision.
Tech industry
fromTechzine Global
2 weeks ago

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.
Silicon Valley
fromTechCrunch
3 weeks ago

Meta's loss is Thinking Machines gain | TechCrunch

Weiyao Wang has left Meta to join Thinking Machines Lab, which is expanding rapidly with a new multibillion-dollar cloud deal with Google.
more#ai
Marketing tech
fromExchangewire
2 days ago

Digest: Meta Eyes $240bn Ad Haul in 2026; Alibaba AI Revenue Hits 11th Quarter of Triple-Digit Growth

Meta’s ad revenue is forecast to reach about $240bn in 2026 as Instagram and Reels attract increased marketer spending.
Alibaba’s AI-related products delivered 11 straight quarters of triple-digit growth, reaching 8.97bn yuan and supporting overall revenue gains.
#data-sovereignty
Canada news
fromwww.cbc.ca
2 days ago

ANALYSIS | Canada's sovereign AI push comes down to a harder question: who controls the data? | CBC News

Canadian data-centre plans aim for sovereign control, but real control is limited by foreign hardware, customers, and cross-border digital networks.
European startups
fromTechCrunch
2 weeks ago

What's behind Europe's efforts to ditch U.S. software in favor of sovereign tech | TechCrunch

Europe is reducing reliance on U.S. tech due to concerns over data sovereignty and the CLOUD Act.
Canada news
fromwww.cbc.ca
2 days ago

ANALYSIS | Canada's sovereign AI push comes down to a harder question: who controls the data? | CBC News

Canadian data-centre plans aim for sovereign control, but real control is limited by foreign hardware, customers, and cross-border digital networks.
European startups
fromTechCrunch
2 weeks ago

What's behind Europe's efforts to ditch U.S. software in favor of sovereign tech | TechCrunch

Europe is reducing reliance on U.S. tech due to concerns over data sovereignty and the CLOUD Act.
more#data-sovereignty
Remote teams
fromFinanceBuzz
3 days ago

10 Remote Jobs That Pay $65 an Hour or More (Yes, They're Legit)

Remote work demand increased after COVID-19, enabling high-paying roles that can reach $65+ per hour across multiple fields.
#alphabet
Business
from24/7 Wall St.
3 days ago

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Alphabet shows strong AI-driven revenue and margin growth, but rising capex, falling free cash flow, and higher debt pressure cash flow durability.
Business
from24/7 Wall St.
1 week ago

Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet's stock shows strong growth potential with a 9.5% upside and robust performance across its core segments.
Tech industry
fromFinbold
1 week ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.
Tech industry
fromThe Motley Fool
2 weeks ago

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.
Tech industry
fromwww.cnbc.com
2 weeks ago

Alphabet first-quarter results likely to show continued growth, boosted by cloud

Alphabet is expected to report strong earnings driven by AI and cloud growth, with significant revenue increases projected for the first quarter.
Business
from24/7 Wall St.
3 days ago

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Alphabet shows strong AI-driven revenue and margin growth, but rising capex, falling free cash flow, and higher debt pressure cash flow durability.
Business
from24/7 Wall St.
1 week ago

Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet's stock shows strong growth potential with a 9.5% upside and robust performance across its core segments.
Tech industry
fromFinbold
1 week ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.
Tech industry
fromThe Motley Fool
2 weeks ago

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.
Tech industry
fromwww.cnbc.com
2 weeks ago

Alphabet first-quarter results likely to show continued growth, boosted by cloud

Alphabet is expected to report strong earnings driven by AI and cloud growth, with significant revenue increases projected for the first quarter.
more#alphabet
Tech industry
fromThe Motley Fool
3 days ago

Alphabet vs. Microsoft: What Recent Revenue Trends Reveal | The Motley Fool

Alphabet and Microsoft show strong year-over-year revenue growth driven by AI investment and major platform advantages.
EU data protection
fromComputerworld
4 days ago

The European Commission eyes rules to restrict US cloud services

New EU rules may restrict non-EU cloud services for sensitive public data, requiring greater storage and management on European cloud infrastructure.
DevOps
fromeLearning Industry
6 days ago

Cloud Vs. On-Premise LMS: Which One Is Secretly Bleeding Your Budget?

LMS hosting model choice affects scalability, cost, security, and internal workload over time through cloud, on-premise, or hybrid trade-offs.
Tech industry
fromFast Company
1 week ago

Tech layoffs this week: Cloudflare, Coinbase, Upwork, and others point to AI as they slash jobs

Major tech firms are cutting thousands of jobs in May, citing rapid workplace adoption of AI and AI-driven productivity changes.
#ai-infrastructure
fromTNW | Deep-Tech
1 week ago
Tech industry

G42's Core42 leases 20MW in converted Minneapolis office building as UAE expands US AI data centre footprint

Tech industry
from24/7 Wall St.
2 weeks ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
fromBusiness Matters
2 weeks ago
London startup

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Loc.ai secures £1 million to develop off-cloud AI infrastructure, addressing rising costs in the SaaS sector caused by hyperscale cloud providers.
DevOps
fromInfoWorld
1 week ago

When cloud giants meddle in markets

Hyperscale cloud demand for DRAM and high-bandwidth memory raises downstream costs, pressuring enterprises toward cloud adoption through distorted self-hosting economics.
Tech industry
fromTNW | Deep-Tech
1 week ago

G42's Core42 leases 20MW in converted Minneapolis office building as UAE expands US AI data centre footprint

Core42 has leased 20 megawatts in a former office building in Minneapolis, reflecting a trend of converting office spaces into data centers driven by AI demand.
Tech industry
from24/7 Wall St.
2 weeks ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
London startup
fromBusiness Matters
2 weeks ago

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Loc.ai secures £1 million to develop off-cloud AI infrastructure, addressing rising costs in the SaaS sector caused by hyperscale cloud providers.
more#ai-infrastructure
Business
from24/7 Wall St.
1 week ago

Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?

Salesforce succession planning appears supported by internal leadership, while financial performance and durable subscription economics may reduce disruption risk after Marc Benioff.
#openai
Artificial intelligence
fromWIRED
1 week ago

What Microsoft Executives Really Thought About OpenAI in 2018

Microsoft executives expressed early reservations about additional funding for OpenAI, citing uncertain breakthroughs and concerns about losing OpenAI to Amazon.
Tech industry
fromAxios
2 weeks ago

OpenAI breaks free of Microsoft's cloud

OpenAI can now sell through any cloud, limiting Microsoft's revenue share and removing the AGI clause from their agreement.
Tech industry
fromTechzine Global
2 weeks ago

OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

Microsoft loses exclusive access to OpenAI's technology, allowing OpenAI to partner with other cloud providers like AWS.
Tech industry
fromArs Technica
2 weeks ago

No longer exclusive: Microsoft agrees to let OpenAI see other cloud providers

OpenAI and Microsoft amended their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.
Artificial intelligence
fromWIRED
1 week ago

What Microsoft Executives Really Thought About OpenAI in 2018

Microsoft executives expressed early reservations about additional funding for OpenAI, citing uncertain breakthroughs and concerns about losing OpenAI to Amazon.
Tech industry
fromAxios
2 weeks ago

OpenAI breaks free of Microsoft's cloud

OpenAI can now sell through any cloud, limiting Microsoft's revenue share and removing the AGI clause from their agreement.
Tech industry
fromTechzine Global
2 weeks ago

OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

Microsoft loses exclusive access to OpenAI's technology, allowing OpenAI to partner with other cloud providers like AWS.
Tech industry
fromArs Technica
2 weeks ago

No longer exclusive: Microsoft agrees to let OpenAI see other cloud providers

OpenAI and Microsoft amended their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.
more#openai
Venture
from24/7 Wall St.
1 week ago

Snowflake Is Up 9% Today: Is It Outperforming Other Cloud Stocks Like ServiceNow?

Snowflake shares surged 9% to $152 on Thursday, outpacing ServiceNow's 5% gain, as enterprise software sentiment shows signs of recovery amid bargain-hunting and AI workload migration trends.
Privacy professionals
fromTechCrunch
1 week ago

AI evaluation startup Braintrust confirms breach, tells every customer to rotate sensitive keys | TechCrunch

Braintrust urged customers to revoke and replace API keys after unauthorized access to its AWS cloud account was confirmed.
DevOps
fromComputerWeekly.com
1 week ago

Broadcom updates VCF to address on-premise AI | Computer Weekly

Broadcom's VCF 9.1 offers a secure, cost-effective platform for AI workloads in private clouds, addressing key enterprise challenges.
#oracle
Business
from24/7 Wall St.
1 week ago

Oracle's $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Oracle's Remaining Performance Obligations of $553 billion indicate strong future revenue growth and customer commitment.
Artificial intelligence
from24/7 Wall St.
1 week ago

Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push

Oracle and Salesforce are pursuing AI growth strategies, but Oracle is heavily in debt while Salesforce operates with a capital-light model.
Business
from24/7 Wall St.
1 week ago

Oracle's $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Oracle's Remaining Performance Obligations of $553 billion indicate strong future revenue growth and customer commitment.
Artificial intelligence
from24/7 Wall St.
1 week ago

Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push

Oracle and Salesforce are pursuing AI growth strategies, but Oracle is heavily in debt while Salesforce operates with a capital-light model.
more#oracle
#amazon
Business
from24/7 Wall St.
1 week ago

60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.

Amazon's P/E ratio is significantly lower than its historical median, indicating undervaluation despite strong growth in cloud computing and online retail.
fromFortune
2 weeks ago
Tech industry

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Business
from24/7 Wall St.
1 week ago

60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.

Amazon's P/E ratio is significantly lower than its historical median, indicating undervaluation despite strong growth in cloud computing and online retail.
Tech industry
from24/7 Wall St.
2 weeks ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Tech industry
from24/7 Wall St.
2 weeks ago

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Amazon has evolved from selling books to a diverse portfolio including cloud services, satellite operations, and entertainment, with significant revenue growth.
Tech industry
fromFortune
2 weeks ago

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.
Tech industry
fromTechCrunch
2 weeks ago

Amazon's cloud business is surging - and so is its capital spending | TechCrunch

Amazon's AWS experienced a 28% year-over-year sales increase, driven by the AI boom, marking its fastest growth in 15 quarters.
Tech industry
fromwww.businessinsider.com
2 weeks ago

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.
more#amazon
DevOps
fromComputerWeekly.com
1 week ago

The illusion of digital sovereignty and the reality of control | Computer Weekly

Organisations must improve exit velocity and ability to pivot for true digital resilience, yet many lack effective strategies.
DevOps
fromInfoWorld
1 week ago

Building AI apps and agents with Microsoft Foundry

Microsoft Foundry is a unified platform for AI development, offering tools for developers, ML engineers, and IT administrators.
#aws
Tech industry
fromFortune
2 weeks ago

AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: 'Everything is going to be remade' | Fortune

AWS is entering the SaaS market with new AI-driven productivity tools, confident in the continued demand for software-as-a-service.
Tech industry
fromTNW | Amazon
2 weeks ago

AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments

AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, following a significant investment and restructuring in their partnership.
Tech industry
fromTheregister
1 week ago

AWS networking lab tour: Making networking disappear

AWS aims to make networking seamless and unobtrusive, focusing on functionality rather than visibility.
Tech industry
fromTheregister
2 weeks ago

AWS plants more tombstones in the application graveyard

AWS is entering the applications business with multiple new products and rebrands, including Amazon Quick and Amazon Connect offerings.
DevOps
fromTechzine Global
2 weeks ago

AWS and OpenAI expand partnership following end of Microsoft's exclusivity

Amazon Web Services and OpenAI have integrated advanced AI models into AWS, targeting large organizations for secure and scalable AI deployment.
Tech industry
fromFortune
2 weeks ago

AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: 'Everything is going to be remade' | Fortune

AWS is entering the SaaS market with new AI-driven productivity tools, confident in the continued demand for software-as-a-service.
Tech industry
fromTNW | Amazon
2 weeks ago

AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments

AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, following a significant investment and restructuring in their partnership.
more#aws
#google
Europe news
fromFortune
2 weeks ago

With no end in sight, Trump considers new options in Iran war-including the 'Dark Eagle' hypersonic missile | Fortune

Google's identity is shifting as its cloud computing and AI businesses grow, potentially overshadowing its traditional search engine revenue.
Europe news
fromFortune
2 weeks ago

With no end in sight, Trump considers new options in Iran war-including the 'Dark Eagle' hypersonic missile | Fortune

Google's identity is shifting as its cloud computing and AI businesses grow, potentially overshadowing its traditional search engine revenue.
more#google
Tech industry
fromInfoQ
1 week ago

How Netflix Shapes our Fleet for Efficiency and Reliability

Netflix balances efficiency and reliability in its global service delivery through effective capacity and fleet planning.
European startups
fromTNW | Tq
1 week ago

Nscale invests 695M in Portugal with Microsoft as crypto-to-AI neocloud hits $14.6B valuation in two years

Nscale invests €695 million in Portugal to supply 66,000 Nvidia GPUs for Microsoft's Start Campus, enhancing Europe's AI infrastructure.
DevOps
fromInfoWorld
1 week ago

Diskless databases: What happens when storage isn't the bottleneck

Diskless architecture enhances database performance, availability, and scalability by separating compute and storage, eliminating constraints and simplifying operations.
DevOps
fromTechzine Global
1 week ago

Microsoft is ending reservations for older instance types

Microsoft will phase out older Azure VM instance types, ceasing new reservations this summer and decommissioning some by 2028.
fromTheregister
1 week ago

Microsoft to stop reservations for 17 Azure VMs, kill 13

Microsoft will stop taking orders for one-year reservations for 13 instance types, meaning it won't be possible to book a server for a year. Microsoft will retire these instance types in May and November 2028.
Tech industry
Tech industry
from24/7 Wall St.
1 week ago

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.
Software development
fromTheregister
1 week ago

Moving to a mainframe can be cheaper than VMware: Gartner

Moving to an IBM mainframe may be cheaper for VMware users than adopting Broadcom's new licenses, according to Gartner's analysis.
DevOps
fromNew Relic
2 weeks ago

Escaping the "Snowflake Tax": How we cut data costs by over 50% at New Relic

Decoupling storage from compute led to significant cost savings and improved scalability in data management.
Business
fromFortune
2 weeks ago

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.
DevOps
fromTheregister
2 weeks ago

Microsoft levels up Azure Local for sovereign clouds

Microsoft's Azure Local has been revamped to support large-scale sovereign infrastructure with enhanced management and scalability features.
Tech industry
fromThe Verge
2 weeks ago

Microsoft reports sinking Xbox revenue as its cloud business climbs

Microsoft's Xbox hardware revenue fell 33%, while cloud and productivity sectors thrived, driving overall revenue to $82.9 billion.
Healthcare
fromNextgov.com
2 weeks ago

FDA to pilot real-time clinical drug trials through cloud and AI

The FDA's new pilot program uses AI and cloud computing to monitor clinical trial data in real time, potentially reducing drug approval timelines significantly.
Artificial intelligence
fromComputerworld
2 weeks ago

Enterprises need to think beyond GPUs for agentic AI, analysts say

Enterprises must evaluate hardware options and pricing models for Agentic AI, emphasizing CPU importance for workflow management over GPU usage.
Software development
fromTechzine Global
2 weeks ago

SAS Viya brings data infrastructure and agentic AI closer to each other

SAS announced major expansions to the Viya platform, enhancing data management and AI integration for improved analytics and governance.
Science
fromTechRepublic
2 weeks ago

China Startup Secures $8.4B in Credit Lines for Orbital Data Center Push

China is developing space-based data centers to alleviate pressure on Earth-bound computing infrastructure due to rising AI and cloud demand.
fromTNW | Amazon
3 weeks ago
Tech industry

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.
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