The AI logistics startup will bolster the CRM giant's Missionforce defense platform.

Intel is being hurt by PC sales as the AI industry gobbles memory and other components causing PC prices to rise.

Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.

Товарищи, 6 часов назад я просто хотел зарегистрироваться на одном государственном сервисе и спокойно лечь спать, но сейчас, в три, мать его, часа ночи я сижу и пишу этот текст потратив свой вечер на responsible disclosure и попытки выяснить, кто же в этой богадельне отвечает за протоколы безопасности, что бы моё письмо не ушло в почту тому же "специалисту" который накатил коробочный Liferay с дефолтными конфигами и сейчас спокойно сопит в своей постельке.

Выговорился. А теперь - к делу.

Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its capex spending spree, its CEO said Thursday.

The biggest ouch of the report was its negative free cash flow of $2.4 billion.

Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.

Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.

Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another record for quarterly revenue on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter.

Jio has debuted as India's second-most valuable listed company, behind its parent, Reliance Industries.

Turns out selling to big companies isn’t about having the shiniest tech: It’s about hitching a ride on a giant’s sales team.

Anthropic’s S-1 shows more than half of its $100,000-plus customers now use both the Claude Platform and a first-party app, a cross-selling playbook reminiscent of Amazon that’s making enterprise customers stickier.

The buyout offers mark Microsoft's latest efforts to cut costs and rework its workforce.

Blackwall has raised $100M at a $2.2B valuation to continue building security and filtering tools that help websites grapple with growing bot and AI traffic.

Microsoft wants enterprises to closely watch the agents that employees use with systems not controlled by AI labs like OpenAI and Anthropic.