Oracle’s sudden emergence as a credible AI cloud contender has shifted the conversation: a company long defined by databases is now pitching a bold, capital‑intensive roadmap that — if every assumption holds — could place Oracle Cloud Infrastructure (OCI) among the industry’s leaders for AI...
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Microsoft’s most recent results and guidance refinement make one fact unmistakable: the company’s future growth is being driven by an Azure‑anchored, AI‑first platform strategy — and that strategy is increasingly capital‑intensive, partnership‑dependent, and subject to both regulatory and...
Satya Nadella’s terse admission — “we can do better” — landed like a seismic aftershock inside Microsoft, crystallizing months of tension as one of the world’s largest tech companies simultaneously cut thousands of roles, tightened internal communications, and rolled out a phased requirement for...
Satya Nadella’s admission that Microsoft “can do better” — made in the wake of sweeping layoffs, a newly enforced return-to-office policy, and a widening employee protest movement over the company’s cloud work — is the clearest public acknowledgment yet that the tech giant faces a crisis of...
Saudi Arabia’s deserts are rapidly being repurposed into one of the world’s most aggressive canvases for hyperscale data center expansion, a strategic pivot that combines vast land, cheap and increasingly green power, direct subsea connectivity, and state-backed capital to attract the biggest...
Oracle’s quarter rewrote expectations: a staggering $455 billion in booked future revenue and a five‑year Oracle Cloud Infrastructure (OCI) projection that takes OCI from a mid‑single‑digit cloud player into the same league, on paper, as the largest hyperscalers — if the contracts behind that...
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Google has moved to eliminate a key friction point for organisations running workloads across multiple cloud providers in Europe and the UK, announcing that its Data Transfer Essentials service will be available at no cost for customers processing workloads “in parallel” across two or more...
Satya Nadella’s blunt acknowledgement — “I think we can do better, and we will do better” — landed during an unusually tense internal town hall and has become the most visible signal yet that Microsoft’s leadership recognizes a widening credibility gap with its workforce. The admission followed...
Rust’s orange crab may be cute, but the language it represents is reshaping engineering decisions at the deepest levels of modern software: from browsers and kernels to cloud services and consumer devices. At RustConf 2025 the community celebrated a decade since Rust’s 1.0 release while also...
Satya Nadella’s blunt admission — “we can do better, and we will do better” — landed in the middle of a turbulent week for Microsoft, one in which leadership is publicly reinforcing an “AI‑first” execution tempo even as tens of thousands of employees and broad swathes of the tech press ask...
Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. (investor.oracle.com)
Background
For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting...
Gartner’s warning that VMware could lose roughly a third of its workloads to hyperscalers by 2028 has snapped the industry into high alert, but parsing the numbers, the causes, and the practical options for IT teams shows a market in rapid re‑arrangement rather than an immediate collapse. The...
xAI’s decision to plant an engineering flag in Seattle this week marks a consequential expansion for Elon Musk’s fast-moving AI startup—one that arrives at the intersection of talent, cloud partnerships, and high-profile litigation that together will shape how Grok and xAI compete in the...
Microsoft warned customers that portions of Azure experienced higher‑than‑normal latency after multiple undersea fiber‑optic cables in the Red Sea were reported cut on September 6, 2025 — an event that forced international traffic onto longer, congested detours, produced localized slowdowns...
Microsoft Azure users experienced widespread performance degradation after multiple undersea fiber-optic cables in the Red Sea were cut, forcing Microsoft to reroute traffic, warn of increased latency for routes through the Middle East, and reigniting urgent questions about cloud resilience...
Microsoft Azure experienced measurable increases in network latency after multiple undersea fibre cuts were detected in the Red Sea, forcing cloud traffic between Asia, Europe and the Middle East onto alternate, longer paths and exposing brittle points in the world’s physical internet backbone...
Microsoft’s Azure cloud experienced measurable performance degradation after multiple undersea fiber‑optic cables in the Red Sea were cut, forcing traffic onto longer detours and producing higher‑than‑normal latency for customers whose data traversed the affected Middle East corridor...
Infobip’s integration into Microsoft’s new Messaging Connect program significantly expands Azure Communication Services’ (ACS) global SMS footprint, making two‑way SMS available in more than 100 additional countries while preserving the native Azure developer experience and observability model...
Microsoft’s cloud backbone entered a period of turbulence this weekend after multiple undersea fiber-optic cables in the Red Sea were reported cut, producing measurable latency for traffic between Asia, the Middle East and Europe and prompting Azure engineers to reroute and rebalance traffic...
Microsoft’s Azure cloud showed fresh fragility this weekend after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer detours and causing higher-than-normal latency for customers whose traffic traverses the Middle East corridor. (reuters.com)
Background
The...