Browsing Tag
Microsoft Corporation
60 posts
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
FIS wins Commonwealth Bank reconciliation mandate as bank infrastructure quietly moves to cloud-scale automation
FIS is near a 52-week low, yet Commonwealth Bank picked its Azure SaaS platform. Is boring bank plumbing the real fintech battleground?
Chevron Q1 2026 earnings expose timing-effect drag as Hess integration drives 24% U.S. production surge
Chevron's Q1 2026 reported earnings fell 37% on $2.9B timing drag, but adjusted EPS of $1.41 beat consensus and U.S. output hit a record on Hess.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
Accenture (NYSE: ACN) expands factory AI push with Microsoft and Avanade at Hannover Messe 2026
Accenture, Avanade, and Microsoft are taking agentic AI to factories. Read what the new industrial push could mean for downtime, margins, and competition.
Meta keeps building its own AI empire, so why is it still writing giant checks to CoreWeave?
Meta adds $21bn to its CoreWeave AI cloud pact through 2032. Read what it means for AI inference, capex discipline, and infrastructure competition.
Why Microsoft just placed a $10bn AI bet on Japan and why rivals should care
Microsoft Corporation’s USD 10 billion Japan AI investment signals a deeper cloud, cyber, and sovereignty push. Read what it could mean for Asia next.
MediaTek targets AI infrastructure bottlenecks with MicroLED cable breakthrough alongside Microsoft
MediaTek and Microsoft unveil MicroLED optical cables promising major AI data center efficiency gains. Find out what this means for infrastructure costs.
Can liquid cooling solve the power crisis in hyperscale AI data centers?
Can liquid cooling solve the growing power crisis in hyperscale AI data centers? Explore how advanced cooling technologies may reshape AI infrastructure.
Microsoft Azure already had security tools. So why bring in Upwind now?
Upwind partners with Microsoft to bring runtime cloud security to Microsoft Azure. Discover what the move means for enterprise cloud protection strategies.