ai-platform

  1. 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...
  2. 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...
  3. 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...