Google Cloud has competed well against AWS in AI, attracting business from The Browser Company, Safe Superintelligence, Thinking Machines Lab, and OpenAI
Kevin McLaughlin / The Information : X: @mzunigap and @kevkubernetes X: Mario Zúñiga / @mzunigap : Competition in the cloud services market. Once again, like in most digital markets, product differen...
Source: Arista plans to acquire Broadcom's VeloCloud, which provides SD-WAN tech to telecoms, for less than $1B; VMware bought VeloCloud for ~$450M in 2017
Kevin McLaughlin / The Information : X: @kevkubernetes X: Kevin McLaughlin / @kevkubernetes : Late-breaking acquisition news: Arista Networks is in the process of acquiring VeloCloud, a Broadcom unit...
Sources: AWS is developing an AI-assisted coding service that offers features like Cursor and goes further than its current coding assistant, Amazon Q Developer
Kevin McLaughlin / The Information : Bluesky: @quinnypig.com Bluesky: Corey Quinn / @quinnypig.com : Ooh, just like Cursor except two years late, with a worse UI, a pile of confusing billing dimensio...
Microsoft adds Copilot to Microsoft 365 in Australia and Southeast Asia and raises 365's price, a sign of how it aims to turn a profit from its AI investments
and Making Them Pay Kevin McLaughlin / The Information : Microsoft Bundles Key AI Product With Consumer Apps Suite Jai Hamid / Cryptopolitan : Is Microsoft harassing users with AI assistant Copilot? B...
Salesforce reports Q1 revenue up 11% YoY to $8.25B, vs. $8.18B est., capital expenditures up 36% YoY to $243M, vs. $205M est., and raises Q2 guidance above est.
and it says its controversial ‘performance culture’ is to thank Mike Wheatley / SiliconANGLE : Salesforce delivers to expectations but contract delays and rising capital costs weigh on stock Kevin McL...
Memo: Dan Wright, CEO of enterprise AI startup DataRobot, resigned after less than 1.5 years, following employee uproar over stock sales by senior executives
Kevin McLaughlin / The Information : Tweets: @cailen , @jrichlive , @theinformation , @jessicalessin , @jessicalessin , and @amir Tweets: @cailen : “he and other senior executives quietly sold $32 mi...
Sources: 24+ Azure data centers around the world are operating at limited server capacity; source: capacity for at least six could stay limited until early 2023
Kevin McLaughlin / The Information :
Corporate data management and security startup Veza, formerly Cookie.ai, raises $50M led by Accel at a $500M valuation
Kevin McLaughlin / The Information :
AI startup Clarifai laid off around 20% of its staff of around 100 employees, including the product manager who led its work on DoD's Project Maven contract
Kevin McLaughlin / The Information : Tweets: @kmclaughlinsf Tweets: Kevin McLaughlin / @kmclaughlinsf : AI startup Clarifai laid off ~20% of its staff today, including the product manager who led its...
Sources: Alibaba suspends plans, announced in 2015, to expand its cloud business to the US, will focus on serving US multinationals that need cloud in China
Kevin McLaughlin / The Information : Tweets: @basche42 Tweets: Ben Basche / @basche42 : Pretty obvious move. Baba will fight Amazon outside of China and the US for the rest. Amazon already won the US...