cloud computing

The 2026 IT certification market is being reshaped by one big force: employers no longer want broad familiarity, they want proof that candidates can deliver in production. Across generative AI, cloud, cybersecurity, data, DevOps, and project management, the highest-value credentials are now...

Microsoft is making money from AI in two very different ways right now: by charging for Copilot as an add-on to its productivity suite, and by monetizing AI demand through Azure cloud consumption. That combination matters because it gives Microsoft both a direct software revenue stream and an...

The 2026 Favikon list of cloud computing voices is more than a popularity chart; it is a snapshot of where the industry’s center of gravity now sits. At the top, the ranking blends hyperscaler executives, infrastructure thinkers, and educator-creators, reflecting how cloud influence has expanded...

The Federal Circuit’s Exafer Ltd. v. Microsoft Corp. decision is a meaningful correction to an increasingly common mistake in patent-damages litigation: treating the use of an unaccused product metric as automatically fatal. In a precedential opinion issued on March 6, 2026, the court held that...

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...