Browsing Tag
Microsoft Azure
110 posts
Grid Dynamics (Nasdaq: GDYN) targets industrial automation growth through Doosan Robotics
Grid Dynamics is combining its enterprise AI software with Doosan Robotics’ global cobot portfolio, targeting factory and logistics work that conventional automation struggles to perform.
3M (NYSE: MMM) lands Microsoft Azure deployment, but can EBO become a meaningful AI growth engine?
Microsoft will deploy 3M Expanded Beam Optical technology in Azure data centers, while 3M will use Microsoft AI to automate critical business processes. The partnership creates two potential value streams, but commercial scale and measurable productivity improvements remain the decisive tests.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Meta challenges AWS, Azure, and Google Cloud with new AI infrastructure business
Meta Platforms is developing a cloud business to sell excess AI computing power, challenging AWS, Azure, and Google Cloud.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
HSBC turns to Google Cloud for AI expansion as banks race to automate compliance
Find out how HSBC’s Google Cloud AI partnership could reshape banking automation, wealth advice, compliance and #HSBA sentiment.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Parloa turns $350m Series D momentum into enterprise AI partnerships and global expansion push
Find out how Parloa is using its $350m Series D momentum to scale enterprise AI agents, partnerships, research and global expansion.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.