Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats
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Super Micro says co-founder Yih-Shyan Liaw has resigned from its board after US prosecutors indicted him on allegations of smuggling Nvidia AI chips to China
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Oracle stock fell 30% this quarter, its steepest drop since Q3 2001, when it slid ~34%, amid skepticism about its ability to open more data centers for OpenAI
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Fleet management software provider Motive files for a US IPO, reporting a $138.5M net loss on $327.3M in revenue for the nine months ended September 30
The following summary highlights selected information that is presented … Matthew Griffin / Bloomberg : Google-Backed Fleet Tracking Firm Motive Files Publicly for IPO Jordan Novet / CNBC : Motive, an...
Microsoft will increase prices for commercial Office subscriptions on July 1, 2026, including a 33% jump for front-line worker plans like Microsoft 365 F1
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AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models
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AWS launches DevOps Agent, an AI-enabled tool designed to help clients quickly identify root causes of outages and implement fixes, available in preview
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As Microsoft accelerates its AI buildout in rural Wisconsin, one community's vocal opposition led the company to withdraw plans for a proposed data center site
The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields … X: @emilyjashinsky and @veracityalways Bluesky: @jordannovet...
Salesforce says it expects FY 2030 revenue of $60B+, vs. $58.37B est., excluding its $8B pending acquisition of data management company Informatica by Q1 2027
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Chipmaker Cerebras withdraws its IPO, after filing its prospectus on September 30, 2024, and announcing a $1.1B raise at a $8.1B valuation on September 30, 2025
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