Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics.
Background
Alibaba reported that its Cloud...
Microsoft's relentless drive to dominate the AI landscape began with one of the boldest moves in the technology sector: a $13 billion investment in OpenAI, the creator of ChatGPT. This early partnership didn’t merely propel Microsoft’s Copilot assistant to the forefront of generative AI but set...
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The landscape of artificial intelligence continues to shift as Microsoft redefines its role in the global AI ecosystem. At its Build 2025 developer conference, the company rolled out a suite of updates that signal a radical departure from its recent past: moving away from reliance on a single AI...
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