Our 1-person SOC from Down Under explains how, as enterprise organizations outside the U.S. increasingly seek alternatives to American public cloud providers, Microsoft is responding with a spectrum ...

New proprietary models reduce Microsoft's dependence on its biggest AI partner, even as the two maintain a fragile alliance.

Microsoft Corporation stock is down 31% and trades at its lowest valuation in years. Click for why AI competition may keep MSFT lagging and consider GOOG/AMZN.

In the Netherlands' capital, everyone was talking about digital sovereignty. Heck, there was a sold-out Open Sovereign Cloud ...

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his ...

Nutanix .NEXT 2026 arrives at a moment of structural inflection for enterprise infrastructure. This is not a product refresh ...

Microsoft Fabric’s new capabilities aim to unify data, semantics, and AI agent-driven operations across cloud, edge, and physical AI systems.

Datadog (DDOG) buy case: hybrid cloud & AI tailwinds, strong Q4 FY25 growth/FCF, and retention-driven expansion. Read more ...

The hyperscalers are joining forces to help customers fully migrate to the cloud — and place their data closer to Microsoft services to facilitate cloud-native development and AI experimentation. UK ...

Western Union has commenced a migration from VMware to Nutanix after deciding it didn’t want to do business with Broadcom.