hyperscaler competition

Court filings in the Musk v. Altman trial, reported May 8, 2026, show Microsoft executives in 2017 weighing OpenAI’s request for hundreds of millions of dollars in Azure compute while worrying the AI lab might move work to Amazon. The emails are historical, but they read less like trivia than...

The cloud infrastructure market is entering a new phase in which raw capacity is no longer enough to win enterprise workloads. As AI agents move from pilot projects into production, hyperscalers are being forced to spend heavily on compute, storage, networking, tooling and global delivery just...

Dropbox’s latest AI push, embodied in Dash for Business, is the company’s most explicit effort yet to reposition itself from a file‑sync vendor into a content‑intelligence provider — but investors and many enterprise buyers should treat this moment as a leap fraught with both technical promise...