Alibaba’s Cloud Intelligence unit has vaulted from strategic experiment to the company’s primary growth engine, reporting a 26% year‑over‑year revenue jump to RMB 33.4 billion in the most recent fiscal quarter as management doubles down on generative AI, model hosting and a headline RMB 380...
Alibaba’s Cloud Intelligence unit has moved from a long-term strategic bet to the company’s most visible growth engine, delivering a 26% year-over-year revenue increase to RMB 33.4 billion in the most recent quarter and pushing AI-driven product revenues into sustained triple‑digit...
DeepIQ and OMV Energy have announced a joint effort with Microsoft to deploy agentic AI across OMV Energy’s drilling operations, beginning with a pilot for well construction optimization that DeepIQ says will automate the corporate learning loop and deliver context‑aware workflows for well...
Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics.
Background
Alibaba reported that its Cloud...
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Israel’s reliance on commercial cloud and AI tools has crossed a new threshold: investigative reporting and follow‑up coverage show the Israeli military’s Unit 8200 used a segregated Microsoft Azure environment to store and process huge volumes of intercepted Palestinian phone calls, and that AI...
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Universitätsmedizin Göttingen (UMG Göttingen) has moved from proof‑of‑concept to production by expanding its deployment of Sectra’s enterprise imaging technology to include the Sectra Amplifier Service, a managed AI‑as‑a‑service hosted in Microsoft Azure that integrates validated third‑party AI...
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...
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Amazon’s Q2 results forced a recalibration: the cloud unit that once underwrote Amazon’s long-term bets is still massive, but its growth and margins are under pressure in an AI-driven market that increasingly rewards integrated, productized models over raw compute capacity. The data from Q2 —...
Amazon’s recent pullback has reignited a familiar debate: is Amazon falling behind in the race to monetize generative AI — or is the company quietly laying the groundwork to reclaim momentum? Investor jitters about AWS’s cloud revenue growth and Microsoft’s head start with OpenAI have pressured...
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Microsoft’s Redmond campus erupted into a high-stakes showdown this month as employee-led protesters occupied public spaces, splashed paint on the company sign, and drew law-enforcement intervention — all over one fundamental allegation: that Microsoft Azure has been used at scale by the Israeli...
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The Web3 infrastructure story that has been quietly brewing for years reached a new inflection point this cycle: large cloud providers are no longer passive hosts for blockchain experiments — they are active strategic partners, builders, and gatekeepers whose technical choices and compliance...
Microsoft employees have publicly rebelled against the company after investigative reporting showed that Israeli military units used Microsoft Azure and commercial AI tools at scale to process intercepted communications — a relationship that employees say amounts to complicity in mass...
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Microsoft’s Xbox Cloud Gaming service is officially being discussed as a candidate for a lower‑cost, more widely available tier — possibly ad‑supported — even as Microsoft simultaneously pushes forward on next‑generation hardware, AI features, and a deeper partnership with AMD that will shape...
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Board’s Enterprise Planning Platform has been recognized as a Microsoft Solutions Partner with the Certified Software for Azure designation, a formal nod that the company’s SaaS planning suite meets Microsoft’s technical and marketplace readiness standards for Azure-deployed enterprise software...
Marvell’s expanded collaboration with Microsoft — now supplying its LiquidSecurity family of hardware security modules (HSMs) to Microsoft Azure Cloud HSM — is more than a press release: it’s a strategic move that shores up Marvell’s position at the intersection of cloud security, confidential...
Indian‑origin Microsoft engineer Ritvika Nagula’s account of earning four promotions in five years has become a practical primer for career acceleration inside big tech: explicit goals, frequent manager check‑ins, mapping to internal role rubrics, and volunteering for end‑to‑end projects — a...
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Microsoft has opened an “urgent” external review after investigative reporting alleged that Israel’s Unit 8200 used a bespoke environment on Microsoft Azure to ingest, store and analyse vast volumes of intercepted Palestinian communications — claims that raise immediate questions about cloud...
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AMD’s “Rome” EPYC announcement and the related Computex chatter about deeper Azure collaboration mixed accurate engineering milestones with translation-smoothed promotional claims, but the core story is straightforward: AMD’s 2nd‑generation EPYC (Rome) legitimately reshaped server economics and...
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Microsoft’s Azure cloud has quietly become the focus of one of the most consequential tech-and-human-rights controversies of the decade after investigative reporting alleged that Israel’s elite signals intelligence unit used a bespoke Azure environment to ingest, store and analyze enormous...
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Microsoft has opened a formal inquiry after fresh reports allege that Israel’s elite intelligence unit used Microsoft Azure to store and analyse vast volumes of intercepted Palestinian communications, raising urgent questions about cloud governance, corporate responsibility, and the role of big...
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