cloud computing

Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. Background The Red...

Silicon Valley’s top executives converged at the White House on September 4, 2025, to publicly endorse the First Lady’s AI education initiative — a high-profile meeting that fused corporate pledges, government policy ambitions, and the politics of technology into a single, consequential moment...

Microsoft Research’s Cambridge lab has revealed the second-generation Analog Optical Computer (AOC), a hybrid photonic–analog prototype that uses light, commodity optics and analog electronics to accelerate both AI inference and combinatorial optimization — promising orders-of-magnitude gains in...

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...

Microsoft’s latest AI push — framed by Satya Nadella as an effort to “empower people” and spotlighted during a high-profile White House engagement on September 4, 2025 — signals a fresh phase in the company’s long-term strategy to marry cloud scale, developer tools, hardware, and public policy...

CSOP’s move from a 10-minute, manual ETF reporting routine to a 30-second, AI-driven workflow is not a minor productivity tweak — it’s a clear example of how cloud-scale generative AI, paired with no-code tooling and developer acceleration, can transform asset management operations overnight...

Microsoft’s backing of TealWaters crystallizes a simple, urgent idea: make the invisible visible. By pairing the Wetland Intrinsic Potential (WIP) approach with cloud-scale processing and modern machine learning, the collaboration aims to reveal wetlands that legacy maps miss—especially small...

Israel’s reliance on commercial cloud and AI tools has crossed a new threshold: investigative reporting and follow‑up coverage show the Israeli military’s Unit 8200 used a segregated Microsoft Azure environment to store and process huge volumes of intercepted Palestinian phone calls, and that AI...

Microsoft’s position in the software industry today is defined by a rare combination of enormous scale, accelerating cloud-and-AI revenue, and a conservative balance sheet — a profile that helps explain why the company is being valued like a growth platform even as some headline ratios appear...

Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...

Microsoft’s scale and AI-driven momentum remain the dominant story in software, but a closer, verified comparison of valuation multiples, profitability, leverage, and growth shows the headline Benzinga snapshot is a useful starting point — not a definitive verdict — and that investors and IT...

Microsoft has quietly shipped its first fully in‑house AI models — MAI‑Voice‑1 and MAI‑1‑preview — marking a deliberate shift in strategy that reduces dependence on OpenAI’s stack and accelerates Microsoft’s plan to own more of the compute, models, and product surface area that power Copilot...

Amazon’s cloud business is no longer the unambiguous growth engine it once was; recent quarters have exposed a gap between scale and momentum that has competitors seizing narrative advantage and enterprise mindshare. Background: the claim that started this debate The Analytics Insight piece...

Microsoft’s abrupt dismissals of staff tied to a high‑profile Redmond sit‑in have transformed a months‑long ethical dispute into a full‑scale governance crisis — one that spotlights the collision of employee activism, cloud‑era technical opacity, and the reputational risks facing major vendors...

Microsoft’s decision to terminate multiple employees after an on‑campus sit‑in over alleged uses of Azure in Israeli military intelligence operations has turned a workplace protest into a major corporate governance and technology‑ethics crisis for the company — one that raises urgent questions...

A wave of worker-led direct actions that shut down parts of Microsoft’s Redmond campus this month has crystallized a larger crisis facing Big Tech: employee activism colliding with explosive investigative reporting, allegations that commercial cloud and AI services were used in mass surveillance...

Benzinga’s automated snapshot of Microsoft’s standing inside the software sector delivers a clear headline: Microsoft appears both richly priced on revenue and comparatively inexpensive on earnings and book value versus a mixed peer group — but a closer inspection reveals timing, definitional...

Microsoft’s Redmond campus erupted this week after a small group of protesters — including two current employees — forced their way into the executive suite and briefly occupied the office of company vice chair and president Brad Smith, an escalation that ended in arrests and immediate...

Amazon’s Q2 results forced a recalibration: the cloud unit that once underwrote Amazon’s long-term bets is still massive, but its growth and margins are under pressure in an AI-driven market that increasingly rewards integrated, productized models over raw compute capacity. The data from Q2 —...

Microsoft confirmed it fired two employees after a group of protesters — including current and former staffers — broke into the Redmond office of company president Brad Smith and staged a brief sit‑in as part of an intensifying campaign over Microsoft’s ties to the Israel Defense Forces and...