AI thesis: vertical integration (TPU v7, Gemini, distribution) drives long-term cost leadership despite CapEx.

Simform has strengthened its Microsoft partnership with a $3 million strategic investment aimed at scaling Cloud & AI engineering, accelerating time-to-value through IP & accelerators, and deepening ...

The designation is awarded to partners that demonstrate deep technical skills, mature service delivery frameworks and ...

Core Internet infrastructure will require greater redundancy and more sophisticated congestion management technologies to ...

Overview Microsoft Stock trades near $401 after a 20% pullback, despite strong revenue of $305 billion and net income of $119 billion.Heavy investments in AI an ...

Midnight Network has announced Google Cloud as the first operator of its federated nodes to boost enterprise security in ...

Asking an engineer to refactor a large, tightly coupled AI pipeline to test an idea is almost guaranteed to fail. Monoliths don’t optimize well either. You’ll spend more time (and money) iterating on ...

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt ...

Just as unequal access to electricity entrenched economic gaps between the North and South, unequal access to AI could cement a new inequality, it said ...

Cloud competition has fundamentally shifted from infrastructure costs to AI capabilities, with companies like ByteDance and partnerships between OpenAI and Snowflake.