Global cloud infrastructure spending hit $129 billion in the first quarter of 2026, up 35% year-over-year (YOY), because ...

Meta Platforms is building a cloud infrastructure business called Meta Compute to sell AI computing power, challenging AWS, Azure, and Google Cloud.

Bulls point to Microsoft’s latest agreement revisions with OpenAI announced in April 2026, after which Microsoft will no ...

Microsoft presents a compelling dip-buying opportunity as current prices sit significantly below recent highs despite robust ...

Meta stock jumped more than six percent on Wall Street Wednesday after a report said the social media giant is preparing to ...

Cloudflare details Town Lake, an internal unified data platform, and Skipper, an AI analytics agent unifying access to operational, billing, security, and business data. The platform processed ~91K ...

Many organizations invested heavily in Microsoft 365 Copilot expecting an immediate leap in productivity. The business case looked compelling. Employees would write documents faster, summarize...Read ...

MongoDB believes the next wave of enterprise AI will be driven by better retrieval, lower latency, and greater deployment flexibility ...

The report turns Meta’s AI capex from a cost center into a potential revenue engine by monetizing excess compute and hosted models (AWS Bedrock-like). The 10.6% jump is the market repricing “AI ...

Anthropic’s Claude models are now available in Microsoft Foundry, with Azure-based authentication, billing, governance, and ...

Meta Platforms Inc. is developing plans for a cloud infrastructure business that will sell access to AI computing power and ...

The software giant earlier this year offered voluntary buyouts to about 7% of its U.S. workforce, or about 9,000 employees.