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Microsoft expands Mistral partnership to boost Azure's enterprise AI offering, targeting regulated industries with governance and compliance tools. Strategy strengthens competitive position versus AW…
AMD launched its Helios AI system and Venice CPUs, challenging Nvidia's data center dominance. Major deals with Anthropic (including a $5B investment) and Microsoft to deploy Helios and Instinct GPUs…
L1 Capital fund reduced Microsoft to below top-10 holdings, favoring Alphabet due to concerns Azure lags GCP/AWS in custom AI chips, capacity constraints, and OpenAI-centric strategy amid Anthropic's…
Magnificent Seven stocks trade at lowest-ever relative valuation vs S&P 500. Nvidia, Meta, and Microsoft highlighted as biggest bargains due to strong AI-driven growth prospects and attractive forwar…
Microsoft's Copilot AI struggles with user adoption and competition from OpenAI and Google Gemini, but remains central to CEO Nadella's AI strategy with strong internal adoption and ongoing investmen…
UiPath integrates Microsoft Azure AI Foundry into its Agentic platform, boosting Azure AI adoption and strengthening Microsoft’s cloud AI positioning.
KPMG launched AI Assurance services to help organizations scale Generative AI responsibly, offering model validation, real-time assessments and attestations; KPMG partners with Microsoft and leverage…
IBM expanded hybrid cloud capabilities through HashiCorp, StreamSets and webMethods acquisitions, boosting multi-cloud integration and automation; the moves heighten competition with Microsoft Azure …
Space42 and Microsoft Azure partner to build the UAE’s first Sovereign Mobility Cloud, enabling HD mapping, telematics, fleet operations, and secure data residency to accelerate autonomous mobility d…
The London Stock Exchange launched a blockchain Digital Markets Infrastructure built on Microsoft Azure to tokenize private funds and manage issuance-to-settlement, aiming to boost liquidity and acce…
The article highlights cloud computing tailwinds, praising Microsoft Azure and Google Cloud expansion as long-term growth drivers and identifying Microsoft as a buy and Alphabet as a hold for investo…
Snowflake reports strong customer and AI product adoption, expands partnerships with Microsoft, AWS, NVIDIA and others, raises Q3 product revenue guidance, but notes stiff cloud competition and stret…
UiPath rallies on robust RPA demand, strong Q2 revenue and rising ARR; partnerships with Microsoft, Amazon and Salesforce and a debt‑free balance sheet support a bullish outlook.
Multiple undersea fiber cuts in the Red Sea are causing increased latency and congestion for Azure users routing between the Middle East, Asia and Europe; Microsoft is rerouting traffic and monitorin…
Microsoft reports undersea fiber cuts in the Red Sea causing higher latency for Azure traffic routed through the Middle East; traffic has been rerouted and service is not interrupted.
Alibaba’s Cloud Intelligence grew 26% YoY with triple-digit AI product growth; RMB 380 billion planned AI capex over three years. Microsoft Azure and Amazon AWS remain larger, well-funded competitors…