… Revenue in Productivity and Business Processes was $35.0 billion and increased 17% up 13% in constant currency , with the following business highlights: Microsoft 365 Commercial cloud revenue increased 19% up 15% in constant currency Microsoft 365 Consumer cloud revenue increased 33% up 29% in cons… …
… For enterprises, Arm offers customers one architecture and one software ecosystem to move workloads seamlessly between the public cloud and private cloud to optimize performance, efficiency, data locality, and cost. …
… Cloud-only strategies fall short on what matters at scale: economics, security and data sovereignty. …
… Expanded collaboration with Google Cloud to advance agentic and physical AI, including new NVIDIA Vera Rubin-powered A5X instances and a preview of Google Gemini models on Google Distributed Cloud running on NVIDIA Blackwell and Blackwell Ultra GPUs. …
… Meta will also be a lead customer for the upcoming 6th Gen AMD EPYC CPUs, codenamed "Venice" and "Verano." AWS, Google Cloud, Microsoft Azure and Tencent announced new and expanded 5th Gen EPYC-powered cloud instances, including Google Cloud H4D VMs for HPC and Azure instances across general-purpos… …
Thursday, May 21st 2026 NVIDIA's "Vera" CPU Could Make It One of the Biggest CPU Makers This Year by AleksandarK Yesterday, 18:01 Discuss 9 Comments Earlier this year, we learned that NVIDIA began selling its "Vera" CPU generation as a standalone solution, offering hyperscalers and cloud providers … …
… Hence, AMD is also joining this trend, developing more solutions to power AI, HPC, cloud, and agentic AI era compute nodes worldwide. …
… OWC Stack AI is a one-time purchase that runs unlimited inferences and fine-tuning locally, with no per-token billing and no escalating subscriptions. One OWC Stack AI replaces ongoing cloud spend across an entire team. …
… In doing so, it counteracts per-token cloud billing, offering compounding cost savings through a single one-time purchase, as OWC tried to illustrate in its presentation. …