cloud computing

The Federal Circuit’s March 6, 2026 decision in Exafer Ltd. v. Microsoft Corp. is an important reminder that Daubert does not create a shortcut to wipe out patent damages theories simply because they use a product-based royalty base. In a precedential opinion, the court reversed a district...

On a Queensland summer afternoon, when air‑conditioners surge and demand spikes, Stanwell Corporation is quietly doing something different: it has folded artificial intelligence into the operational heart of a government‑owned generator, using a cloud‑hosted platform to steer batteries, trading...

Oracle’s March quarter shook up a narrative that had been running against it: after reporting fiscal third-quarter results for the period ended February 28, 2026, Oracle posted revenue of $17.2 billion and a jaw‑dropping remaining performance obligation (RPO) backlog of $553 billion—numbers that...

Microsoft’s decision to step into Anthropic’s courtroom fight with the Pentagon is more than a legal maneuver — it is a strategic crossroads that fuses cloud economics, AI safety norms, enterprise risk management, and a rare public clash between a tech giant and the federal government...

Microsoft’s decision to file in court on behalf of Anthropic — asking a judge to pause the Pentagon’s supply‑chain risk designation — marks a rare and consequential collision between corporate cloud strategy, AI safety policy, and national security law that will reshape how Washington and...

Optum’s announcement that Optum Real will deepen its integration with Microsoft’s cloud and AI stack marks a deliberate push to move claims processing and the revenue cycle from batch‑oriented afterthought to real‑time, point‑of‑care orchestration—and the implications for providers, payers, and...

Not long ago a single Microsoft certification could make a resume pop; today it often reads like a mini‑transcript — AZ‑900, AZ‑104, SC‑900, AI‑900 and sometimes an AZ‑500 or AI‑102 stacked on top. That change is not mere credential inflation. The surge in Microsoft certifications is a...

OpenAI has quietly begun building an internal code‑hosting platform intended to reduce its reliance on Microsoft’s GitHub, a move first reported by The Information and confirmed in multiple news summaries that describe the effort as an early, internally driven engineering project prompted in...

Satya Nadella’s throwaway line at Morgan Stanley — “Like, without Intel, I don’t know if Windows would have happened… without Mac, I wonder whether Office would have happened” — landed like a short, reflective history lesson that doubled as a strategic manifesto. In a wider conversation about...

Amazon’s multi‑year bankroll for Spanish data centers has just stepped into truly historic territory: Spanish press reported a fresh, €18.0 billion top‑up to Amazon Web Services’ previously announced plan, bringing the company’s cumulative commitment in Spain to roughly €33.7 billion through the...

Microsoft’s current pullback looks eerily familiar to investors who watched Alphabet’s long, quiet stretch of underappreciation flip into a furious rally in 2025, but the similarities mostly stop at surface-level price action. Beneath the charts, Microsoft and Alphabet occupy different economic...

OpenAI’s recent pivot toward Amazon Web Services marks a decisive moment in the AI infrastructure battle: the company that helped put the cloud‑delivered LLM on every corporate roadmap is now engineering product-level integrations for a rival cloud, even as it keeps one foot in its longtime...

Alphabet, Amazon and Microsoft sit at the center of the hyperscaler sprint—and the Zacks Analyst Blog’s February 27, 2026 brief crystallizes why investors, CIOs and IT professionals are watching every quarterly number and capital-expenditure guidance through the same lens: AI is driving an...

Microsoft and OpenAI dropped a carefully worded joint statement that reads less like a press release and more like a legal safety net: despite OpenAI’s headline-grabbing new funding and an expanded Amazon partnership, the companies say the core terms of their multi‑year relationship remain...

Microsoft’s Maia 200 is the clearest signal yet that the cloud era has moved from a race for raw compute to a contest over how many useful tokens you can squeeze out of every available watt of power. Announced as an inference-first, vertically integrated accelerator and already showing up in...

Australia’s Digital Transformation Agency has negotiated a five‑year Volume Sourcing Arrangement with Microsoft that formally binds the Commonwealth to a modern Microsoft stack—Microsoft Copilot, Azure, Microsoft 365, Dynamics 365 and associated security and identity services—while explicitly...

Microsoft’s move to fold SpaceX’s Starlink into its cloud expansion playbook is one of the clearest signals yet that hyperscalers are no longer waiting for telcos to wire the world — and it could reshape how cloud services, connectivity, and even digital finance reach the planet’s most remote...

Microsoft’s new collaboration with Starlink marks the most explicit step yet in a long-running shift: cloud and AI vendors are no longer waiting for telcos to wire the world — they’re partnering to build the connectivity layer themselves, using satellites to reach places fiber never will. The...

Microsoft is teaming with SpaceX’s Starlink to push high‑speed satellite internet into underserved communities around the world, a move that folds orbital connectivity into Microsoft’s cloud expansion playbook and shifts the battleground for the “next billion” cloud customers into low Earth...

Doug O’Laughlin’s blunt verdict landed like a line-drive: “Microsoft’s not in the race. Where are they? They’re getting owned.” That soundbite — from a full interview O’Laughlin gave on TBPN earlier this month — has rippled through the tech and investor communities because it packages a wider...