An Indian tech professional's journey from a ₹7.4 lakh service-based role to a ₹60 lakh FAANG (Facebook, Apple, Amazon, Netflix, Google) position is examined. The analysis focuses on the strategies and skills that facil…
Oracle's recent stock sell-off followed its AI-focused earnings report, raising concerns about the pace of AI infrastructure investment and its impact on profitability. While Oracle emphasizes long-term growth, investor…
Michael Burry has accused AI hyperscalers of manipulating earnings through inflated capital expenditures. This analysis examines the validity of these claims and potential implications for the AI market. The focus is on…
Nebius has launched a new AI platform designed to compete with Microsoft Azure and AWS, emphasizing an open-model approach. The platform aims to provide greater flexibility and control over AI deployments for businesses…
Oracle is experiencing its strongest growth phase in two decades, driven by increased demand for its AI and cloud services. This surge indicates a significant shift in Oracle's market position and strategic focus. The c…
Iren has secured a $14.8 billion deal with Microsoft to provide AI cloud services, marking a significant expansion in the AI infrastructure landscape. The collaboration aims to bolster AI capabilities for various indust…
Lambda and Microsoft have announced a multi-billion dollar partnership focused on developing AI infrastructure. The collaboration aims to provide enhanced computational resources for AI development and research, leverag…
Amazon's AWS is experiencing significant growth, driven by the increasing demand for AI services. This surge positions AWS to potentially challenge existing leaders in the cloud AI space. The company's strategic investm…
Microsoft's Q1 2026 earnings are expected to highlight the impact of AI investments on overall growth. Analysts will be closely watching to see if AI revenue justifies the significant capital expenditure in the sector. …
Alphabet's Q3 earnings are anticipated to reflect continued growth in cloud services and advertising revenue, despite economic headwinds. Analysts are closely watching cost-cutting measures and investments in AI for fut…
Amazon's recent earnings report places a significant focus on the performance of Amazon Web Services (AWS). Analysis centers on AWS revenue growth, profit margins, and its contribution to Amazon's overall financial heal…
Analysts are increasingly optimistic about Microsoft's future, driven by its strong performance in AI and cloud computing. This analysis explores the factors contributing to this positive outlook and potential challenge…
Amazon's Q3 cloud growth is under scrutiny as competition intensifies. Analysts are watching to see if Amazon can reignite growth in its cloud division amid economic headwinds and increased competition. The analysis foc…
Citadel and Microsoft are collaborating on an exclusive venture in Miami, potentially reshaping the financial technology landscape. This analysis explores the strategic implications, technological infrastructure, and po…
A Microsoft engineer has resigned, citing ethical objections to the company's cloud computing contract with the Israeli military. The resignation highlights growing concerns among tech workers regarding the ethical impl…
GitHub is prioritizing its migration to Microsoft Azure over new feature development, raising questions about the short-term impact on users and the long-term strategic benefits for GitHub and Microsoft.
Microsoft is focused on accelerating commercial growth through strategic initiatives. This analysis examines the key areas of focus and potential impact.
Microsoft is investing $33 billion in new cloud infrastructure, dubbed 'Neocloud,' to address the growing demand for AI computing power. This move aims to alleviate infrastructure bottlenecks and position Microsoft as a…