ai-platform

Microsoft’s public guidance has shifted from cautious optimism to a firmer promise: the company now expects another year of double‑digit revenue and operating‑income growth, a refinement that matters because Microsoft’s ability to sustain double‑digit expansion underpins lofty valuations and...

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...

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...

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...