cio survey

The enterprise AI battleground has entered a new, more concentrated phase: an emerging oligopoly of frontier labs is consolidating usage and spend even as winners jockey by use case, model family, and enterprise distribution. That is the headline from Andreessen Horowitz’s third annual CIO...

Microsoft’s place at the center of a quietly intensifying enterprise software rebound—and a separate, high-visibility outage that knocked X (formerly Twitter) offline for tens of thousands of users—are two stories this week that reveal how corporate budgets, platform reliability, and...

Microsoft’s latest market bump isn’t trivia — it’s a narrative built on a Morgan Stanley CIO survey that places the company as the primary beneficiary of a modest but consequential rise in corporate software budgets, and that market narrative is already shaping investor expectations, product...

Microsoft’s momentum this month looks less like a lucky break and more like a structural re‑rating: CIO survey signals, high‑profile partner wins, and a flurry of Azure‑first product announcements are converging into a narrative that places the company at the center of enterprise AI and cloud...