ai workloads

Oracle’s latest corporate pivot — selling its database and Exadata services inside other clouds while simultaneously racing to scale Oracle Cloud Infrastructure (OCI) for AI workloads — has crystallized into a full‑blown growth narrative that is reshaping how enterprises, cloud architects and...

Microsoft has quietly kicked off one of the most consequential infrastructure shifts in its post‑acquisition history of GitHub: major portions of GitHub’s production infrastructure will be migrated off GitHub’s own data centers and onto Microsoft Azure, a migration framed internally as...

A new Principled Technologies (PT) study — circulated as a press release and picked up by partner outlets — argues that adopting a single‑cloud approach for AI on Microsoft Azure can produce concrete benefits in performance, manageability, and cost predictability, while also leaving room for...

Nvidia’s recent reshaping of its cloud strategy — pivoting DGX Cloud toward a partner-driven marketplace called DGX Cloud Lepton while repurposing portions of its owned fleet for internal R&D — has set off a debate: did that move effectively hand a competitive edge to hyperscalers (Amazon Web...

Microsoft’s claim that Arm-based Windows PCs now see most user minutes spent inside natively compiled apps marks a pivotal moment for the platform — a transition from compatibility-first survival to native-first performance and efficiency. Microsoft executives point to a figure that will shape...

Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...

Microsoft’s Azure Kubernetes Service has introduced a new, opinionated deployment mode — AKS Automatic — designed to dramatically reduce the operational overhead long associated with running Kubernetes at scale. The offering promises an “easy mode” for production-ready clusters with preselected...

Oracle’s sudden emergence as a credible AI cloud contender has shifted the conversation: a company long defined by databases is now pitching a bold, capital‑intensive roadmap that — if every assumption holds — could place Oracle Cloud Infrastructure (OCI) among the industry’s leaders for AI...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...

Azure has made a decisive push to lower the operational friction of Kubernetes with the general availability of Azure Kubernetes Service (AKS) Automatic — an opinionated, fully managed mode of AKS that ships production-ready clusters with preselected networking, security, scaling, and...

Oracle’s recent AI wins are not just marketing copy — they’re reshaping how the company pitches cloud to enterprise buyers and investors, and they demand a sober re-evaluation of where Oracle sits in the cloud pecking order against Amazon Web Services (AWS), Microsoft Azure, and Google Cloud...

Oracle’s sudden leap from an enterprise-software stalwart to a potential top-tier cloud infrastructure contender is the defining business story of the fall — and it starts with an eye-popping backlog that reshapes the competitive map for AI-era data centers. Background The core idea behind...

Oracle’s latest earnings didn’t just move markets — they rewrote the rules for how a decades‑old enterprise software vendor can pivot into the center of the AI cloud arms race. Background / Overview In fiscal Q1 2026 (quarter ended Aug. 31, 2025) Oracle reported a set of headline figures that...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

Microsoft’s Office productivity stack is entering a new phase: after years of leaning hard on OpenAI, Redmond is reportedly adding Anthropic’s Claude family to the mix and routing certain Copilot workloads to the company’s Sonnet models — a pragmatic pivot toward multi‑vendor, workload‑specific...

Analyst chatter turned into headlines on September 4, 2025, when a short AInvest dispatch reported upgrades to Microsoft (MSFT) and Marvell Technology (MRVL) and a downgrade for NIO (NIO), framing the moves as part of a broader rotation into AI, cloud computing, and data‑center exposure — a...

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...

Amazon’s cloud story entered a new chapter this quarter: AWS reported roughly $30.8–$30.9 billion in revenue for Q2 2025 while launching a major, renewable‑powered infrastructure region in New Zealand—an investment AWS says will strengthen APAC presence, lower latency for local customers, and...

Microsoft’s push to fold advanced generative AI into Azure and Microsoft 365 is no longer an experimental add‑on — it’s a full‑scale platform strategy that reshapes product roadmaps, enterprise buying decisions, and how companies monetize intelligence across workflows. Background Microsoft first...

Microsoft has pushed the first public Release Candidate (RC0) of SQL Server 2025 into preview with two headline changes that matter to every Windows-centric IT team experimenting with Linux-first development: official Ubuntu 24.04 support for dev/test scenarios and TLS 1.3 enabled by default...