infrastructure

The software market has entered a corrective, confidence-testing phase — a “software winter” in which AI-driven structural change, a dramatic reallocation of capital toward infrastructure, and a rapid re‑pricing of legacy SaaS assumptions have combined to erase hundreds of billions in market...

A newly cataloged weakness in GNU Binutils — tracked as CVE-2025-1152 — exposes a memory‑management bug in the linker’s xstrdup implementation that can leak allocated memory when processing crafted input, and while vendors rate its raw CVSS severity as low, the real operational risk centers on...

Microsoft’s Ignite stage this year made a blunt, practical argument: if AI is going to move beyond prototypes into daily enterprise operations, the data infrastructure that feeds, grounds, and governs those AI systems must be the top priority—and Microsoft’s product roadmap and partner slate at...

Microsoft has flipped the switch on a purpose-built Fairwater datacenter near Atlanta — a second, operational node Microsoft now says is joined with its original Wisconsin site to form what the company calls the world’s first planet‑scale AI superfactory. Background: what Microsoft announced and...

Anthropic’s and Microsoft’s twin announcements mark an unmistakable escalation in the AI arms race: a newly declared $50 billion buildout by Anthropic to erect custom data centers in Texas and New York, coupled with Microsoft’s ongoing rollout of massive AI-optimized campuses — including the...

At the 2025 Bentley Illuminate conference an engineer from VHB demonstrated a deceptively simple application of generative AI—an internal Copilot agent that learns the software so engineers don’t have to—and the result is already saving real time while pointing to how design offices and...

The race to build the world’s most powerful AI infrastructure has moved out of labs and into entire campuses, and Microsoft’s new Fairwater facility in Wisconsin is the clearest expression yet of that shift — a purpose-built AI factory that stitches together hundreds of thousands of...

Oracle’s latest earnings didn’t just move markets — they rewrote the rules for how a decades‑old enterprise software vendor can pivot into the center of the AI cloud arms race. Background / Overview In fiscal Q1 2026 (quarter ended Aug. 31, 2025) Oracle reported a set of headline figures that...

The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...

The debate over whether artificial intelligence will devour the U.S. power grid has moved out of academic journals and into boardrooms, utility commission hearings, and consumers’ monthly bills—and the conversation is finally demanding honest numbers, not hype. Recent reporting has made two...

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...

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 emergency ultimatum to Gab in August 2018 exposed a growing fault line in internet governance: cloud providers now sit squarely between platform free-speech arguments and real-world harms when violent or genocidal rhetoric appears on hosted services. The episode — Microsoft notifying...

OpenAI’s highly anticipated corporate restructuring has been pushed off the immediate calendar as last‑ditch negotiations with Microsoft over API access, intellectual property (IP) rights and a disputed “AGI clause” remain unresolved, forcing a delay that could push the overhaul into next year...

For more than a decade, Amazon Web Services (AWS) has been the engine that transformed Amazon from an online retailer into one of the world’s most valuable and strategically diversified technology companies—and yet, the cloud computing race is no longer a straight sprint for raw scale. Recent...

OpenAI’s planned corporate overhaul — a pivotal step toward an eventual IPO and deeper outside investment — is now widely reported to be slipping into next year as fraught negotiations with its largest strategic partner, Microsoft, remain unresolved. What began as a calendar-year push to rework...

The proposal to allow Malaysian students to leave formal schooling at age 16 — and the related push to make secondary education universally compulsory — has reignited a necessary debate about foundational skills, infrastructure, and the real-world readiness of alternative pathways such as...

Amazon’s cash cow is showing fresh cracks: a once unassailable profit engine is stuttering at the quarter when markets are betting everything on artificial intelligence, and that shift has implications for enterprises, investors, and anyone who depends on cloud infrastructure. Background By the...

Microsoft’s stratospheric rise across nearly every segment of its business has become the talk of Wall Street, reaffirming the company’s role as the dominant force shaping the modern tech landscape. Fresh praise from market analysts and influential voices—most notably Jim Cramer—underscores how...

Microsoft's recent announcement to discontinue Windows 11 SE by October 2026 marks the end of its latest endeavor to penetrate the education sector dominated by Google's Chrome OS. Launched in 2021, Windows 11 SE was designed as a streamlined, cloud-first operating system tailored for students...