cloud compute

The market’s verdict this earnings season felt less like a slow, considered appraisal and more like an accelerant: Meta rewarded for doubling down on AI infrastructure and aggressive reinvestment, Microsoft punished for a one‑point miss in Azure growth and a headline‑grabbing capex ramp that...

Microsoft's latest move turns Copilot from a conversational helper into an autonomous worker: Copilot Tasks promises to accept natural‑language instructions, spin up its own browser and compute environment, and perform multi‑step work in the background — scheduling, interacting with web pages...

Apple’s quiet retreat from the infrastructure arms race is no accident — it’s a deliberate reallocation of capital, partnerships and product focus that could either protect the company from a brutal depreciation cycle or leave it vulnerable if the AI era rewards those who own the stack...