Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.
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Snowflake bets $200M that OpenAI makes databases more chatty
Cuts out the Azure middleman with multi-year deal for 'tighter alignment' Snowflake plans to spend as much as $200 million ...
Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.
--Microsoft's margins are likely to compress over the course of 2026 due to increased spending, Stifel analyst Brad Reback says. To offset that, the company will need its Azure product to grow faster ...
Microsoft’s MSFT second-quarter fiscal 2026 results, scheduled to be reported on Jan. 28, are poised to showcase the company's continued momentum in cloud computing and AI infrastructure.The tech ...
Microsoft CEO Satya Nadella is expected to discuss Azure growth, Copilot adoption and customer appetite for Defender, Purview and other security products during the Q2 earnings call.
Microsoft is set to report its fiscal second-quarter 2026 earnings on January 28, after market close, with investors closely watching whether strong cloud growth can offset rising costs tied to ...
Organizations deliberately using unlicensed software do not have much of a defense, but there are grey areas, such as downloading SQL Server for software development using a Visual Studio license.
Microsoft has announced that SCOM Management Packs for SSRS, PBIRS, and SSAS will reach End of Support in January 2027, forcing enterprise migration to Azure Monitor.
Michael Phelps, Serena Williams and Simone Biles have all been named the GOAT of their sport, but what makes them different from other swimmers, tennis players and gymnasts who never made it to the ...
Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Sub‑100-ms APIs emerge from disciplined ...
While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one ...
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