Apple takes a bite out of app store fees in China
… Apple therefore faces more competition in China than elsewhere. …
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Usage-based billing muddles software vendor pricing
… With regard to the way that AI complicates billing for companies that use it in their products, the research points to PwC's 2026 CEO survey that found "only 30 percent of companies surveyed reported increased revenue from AI in the last 12 months." "The monetization opportunity exists, but it is c… …
Alibaba has made 470,000 AI chips, admits they’re inferior
… Alibaba Cloud is already doing well, growing quarterly revenue 36 percent year-over-year to $6.2 billion. The company predicted it can reach $100 billion of annual cloud and AI revenue within five years. …
Amazon insists AI coding isn't source of outages
… Following the major AWS outage last October , James Gosling, the lead designer of Java, who left his role as distinguished engineer at AWS in 2024 , said in a LinkedIn post that the company's focus on revenue generation at the expense of everything else resulted in layoffs to teams that didn't dire… …
HMRC hands £473M migration deal to AWS after rivals walk
… "Politicians stand up and talk about standardizing frameworks for procurement to get better discounts and value for money... sometimes it appears contracts are already locked down." In January 2025, the Competition and Markets Authority CMA said it planned to look at how AWS and Microsoft dominate … …
Musk makes the Macrohard joke again
… Earlier this year, Tesla reported a decline in revenue while Musk talked up Optimus possibilities . …
Tiny violins as Amazon execs face pay packet pinch
… Amazon’s revenue rose 12 percent year-on-year to $716.9 billion in 2025 , while net income climbed 31 percent to $77.7 billion, thanks in no small part to AWS, which generated $128.7 billion in sales and $45.6 billion in operating income. …
Okta CEO ‘paranoid’ as vibe coders stir SaaS-pocalypse fears
… Okta chairman and CEO Todd McKinnon said he believes it would be difficult for an LLM alone to replicate the quality of SaaS applications his company provides, but that doesn’t stop him from worrying about competition from bots. “We are paranoid. …
Meta cuts about 700 jobs as it shifts spending to AI
… Expenses rose 24% during 2025 to $118 billion, and the company has said it plans to spend between $162 billion and $167 billion this year although it expects operating income to increase, meaning revenue will grow faster than expenses . …
Apple's chips are winners, but Windows fails help it most
… If you are a Windows OEM right now, going through another round of sourcing and supporting disparate components, compromising on build quality for the sake of sales, and counting revenues from bloatware bundles, you must be praying that nobody in Apple marketing remembers that ad campaign. …
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