cloud computing

Anant Raj’s announcement that its subsidiary, Anant Raj Cloud Private Limited (ARCPL), has signed an MoU with the Andhra Pradesh Economic Development Board (APEDB) to invest ₹4,500 crore in a two‑phase data centre and IT‑park project marks a clear acceleration of the company’s pivot from...

Valve’s new Steam Machine landing in the living room — a compact, SteamOS‑first mini‑PC that promises a plug‑and‑play console feel while keeping the openness of a PC — has sparked a serious reappraisal of whether Windows 11 can remain the default platform for mainstream PC gaming. Background /...

Microsoft’s place in the software industry is not a simple “top dog” vs “challenger” story — it is a study in scale, valuation nuance, and the difficulty of comparing heterogeneous businesses with a single spreadsheet snapshot. Background / Overview Microsoft operates across three reporting...

Cognizant has agreed to buy 3Cloud, folding a high‑velocity, Azure‑native engineering firm into its Microsoft practice to accelerate enterprise AI readiness and materially expand its Azure capabilities, with the deal expected to close in the first quarter of 2026 subject to regulatory approvals...

Microsoft’s legal leash is off: a renegotiated deal with OpenAI removes the contractual barrier that previously limited Microsoft’s ability to pursue frontier artificial general intelligence (AGI) development, and the company has immediately moved to stand up a dedicated superintelligence...

Cognizant’s announced agreement to acquire 3Cloud positions the IT services giant to become a dominant force in Microsoft Azure services and enterprise AI, combining deep engineering talent with a cloud-first, AI-led product and services portfolio designed for large enterprises. Background...

Microsoft CEO Satya Nadella has made it unequivocal: even as OpenAI restructures to allow third‑party collaborations, any products that those third parties build and expose via OpenAI’s APIs will be accessible only through Microsoft’s Azure cloud platform. Background The Microsoft–OpenAI...

Microsoft appears to be quietly assembling software to let AI models built for NVIDIA’s CUDA ecosystem run on AMD’s ROCm-powered accelerators — a development first reported this week and already rippling through the cloud, chip and AI communities. If true, the effort would be a direct, strategic...

Microsoft’s latest results read like a study in contrast: record top‑line growth fuelled by AI adoption, an AI business already at a multi‑billion‑dollar run rate, and simultaneously skyrocketing capital and operating costs that have Wall Street nervously parsing every dollar of spend. The...

Microsoft’s latest quarter showed the company is not retreating from its AI bet — it is accelerating into it, and investors who sell now risk missing a multi-quarter story that is as much about infrastructure economics and enterprise monetization as it is about headline revenue beats. Overview...

The Cloud Wars Minute’s blunt verdict — that the company who invented modern cloud computing is losing ground to its hyperscaler rivals — landed like a splash of cold water: AWS’s growth is real, but context matters, and the context now favors Microsoft, Google Cloud and a resurgent Oracle...

ElectroIQ’s roundup of the world’s “Top 10 Cloud Computing Companies” distills a familiar truth: the hyperscalers — Amazon Web Services, Microsoft Azure and Google Cloud — still dominate in scale and investment, while a second tier of vendors (Oracle, IBM, Alibaba, Tencent, Salesforce...

Cloud contracts and GPU reservations that would have been unimaginable three years ago are now being counted in the hundreds of billions — and that shift is forcing enterprise IT teams, finance chiefs, and cloud architects to ask whether this is durable growth or a speculative bubble driven by...

Infosys’ announcement that it has developed an AI Agent tailored for energy‑sector operations signals a calculated move to convert agentic generative AI from marketing rhetoric into a practical, production‑oriented offering for drilling, utilities, pipelines and power generation — a solution the...

The Server Side’s freshly surfaced AZ-104 practice question set is exactly the kind of focused, scenario‑first material that can sharpen a candidate’s judgment—provided it’s used as a laboratory aid rather than a shortcut to a badge. The collection frames questions as micro case studies, pairs...

OpenAI’s leadership has quietly signalled a strategic inflection: the company is seriously exploring selling compute as a product — an “AI cloud” that could sit alongside or compete with Amazon Web Services, Microsoft Azure and Google Cloud. Background OpenAI’s CEO Sam Altman posted on X that...

OpenAI’s leadership has signaled a dramatic strategic pivot: the company is preparing to sell compute itself and to roll out an “AI cloud” that would compete directly with Microsoft Azure, Google Cloud and Amazon Web Services. Over the past three months OpenAI has restructured its relationships...

Google’s Ironwood TPU has arrived as a bold, unequivocal statement: the company intends to own more of the AI hardware stack and to shape the economics of large‑scale inference the same way it once reshaped search. The new seventh‑generation accelerator is shipping with headline specs—192 GB of...

OpenAI’s leadership has quietly shifted the company’s public roadmap from “AI-first products” to a far broader industrial play: build enormous, vertically integrated compute capacity and, potentially, sell that capacity back to the market as a new kind of AI cloud. The implications are profound...

Microsoft’s Configuration Manager is shifting from a semi‑annual update rhythm to a once‑a‑year major release cadence, with the product team signalling a new emphasis on security, reliability and long‑term support rather than frequent feature delivery — a change that will reshape upgrade...