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    Microsoft's AI-Driven Azure and Windows 11: Building the AI Platform and Cloud Flywheel

    Microsoft’s recent narrative — that an AI-first Azure is building an unassailable moat while Windows 11 becomes an “AI platform” — is both materially true and rhetorically optimistic; the data underpinning the claim is strong, but the timeline and some headline figures in the popular bull case...
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    • ai ai-infrastructure ai-platform azure capex cloud-computing copilot data-centers enterprise-ai governance intelligent-cloud microsoft openai platform-economics regulatory-risk sovereign-cloud windows 11
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    • Forum: Windows News
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    AWS at an Inflection Point: AI, Growth, and the Cloud Platform Challenge

    For more than a decade, Amazon Web Services (AWS) has been the engine that transformed Amazon from an online retailer into one of the world’s most valuable and strategically diversified technology companies—and yet, the cloud computing race is no longer a straight sprint for raw scale. Recent...
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    • ai-integration ai-platform anthropic aws azure bedrock cloud-computing cloud-leadership cloud-market-share cloud-platform data-centers enterprise-it google-cloud google-cloud-platform infrastructure market-dynamics microsoft-azure multicloud profitability trainium
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    • Forum: Windows News
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    Google Gemini: Agent Mode, Gemini Go, Immersive View Redefine AI Workspace

    Google’s Gemini is quietly testing a set of new experimental modes — Agent Mode, Gemini Go, and an Immersive View — that together signal a deliberate shift from single‑turn chat toward agentic, creative, and visually driven workflows inside the Gemini workspace. Early UI discoveries reported by...
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    • agent-mode agentic-ai ai-platform ai-safety ai-workspace autonomous-agents canvas developer-tools gemini-go google-gemini google-io-2025 google-workspace governance ide-integration immersive-view multimodal-ai productivity-tools visual-guidance web-automation workflow-automation
    • Replies: 0
    • Forum: Windows News
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