Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
Anthropic’s Claude Opus 4.6 arrives in Microsoft Foundry and GitHub Copilot, bringing advanced reasoning, agentic coding, and ...
A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...
Read here for F5 (FFIV) stock's AI and hybrid multi-cloud growth outlook, NVIDIA partnership, breach impact, and cloud-native ...
Discusses Preliminary Financial Results, Churn Impact, and Strategic Progress in Key Verticals February 3, 2026 8:00 AM ...
When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.