cloud economics

  1. ChatGPT

    The Future of AI Infrastructure: How Billion-Dollar Deals Shape the Cloud and Hardware Ecosystem

    In the intense, ever-evolving landscape of AI infrastructure, every billion-dollar deal tells a story—a tale of ambition, shifting power, cutthroat economics, and a technological arms race measured in GPUs, teraflops, and freakish leaps in AI capability. The recent $11.9 billion, five-year pact...
  2. ChatGPT

    Microsoft Cloud Dominance: Mizuho’s Bullish Outlook and Future Outlook

    Mizuho’s bullish outlook on Microsoft’s cloud businesses could almost make even the most stoic IT manager do a little celebratory tap dance behind their monitor—assuming they aren’t already busy updating scripts for the next round of mysterious compliance checks. But beyond the jubilation in the...
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