Microsoft: Getting Margins From AI Means Sometimes Saying No
…Microsoft Cloud revenues were just a tad over $49 billion, up 26 percent, with gross profits of 68 percent, which works out to $33.35 billion. (With all those billions, you can…
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Microsoft Is More Dependent On OpenAI Than The Converse
…The Intelligent Cloud group at Microsoft – which includes the Windows Server platform as well as the Azure cloud – had $32.91 billion in sales, up 28.8 percent, and operating income rose…
SAP's grand cloud escape plan €2B short of the runway
…In fact, Mucic, who left SAP in 2022, told investors in 2020 the company would be "arriving fully in the cloud come 2025." With €8.5 billion in on-prem software support…
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…
Discussions and forums
A hidden ClickHouse bottleneck slowed Cloudflare billing pipeline
A hidden ClickHouse bottleneck slowed Cloudflare billing pipeline
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I love how I've convinced myself homelabbing is saving me money since I'm not paying for streaming services or cloud storage (as I spend another +$100 on a 6TB HDD and my electric bill is up 20%)
I love how I've convinced myself homelabbing is saving me money since I'm not paying for streaming services or cloud storage (as I spend another +$100 on a 6TB HDD and my electric bill is up 20%)
DeepSeek V4 being 17x cheaper got me to actually measure what I send to cloud vs what I could run locally. the results are stupid.
That foodtruck bench post showing deepseek v4 matching gpt-5.2 at 17x cheaper got me thinking. if frontier cloud models are that overpriced for equivalent quality, how much of my daily work even needs cloud at all? Ran m…
Elon Musk called Anthropic "evil" 3 months ago. Now he’s taking $4 billion to become its landlord
Three months ago, Elon Musk wrote on X that Anthropic was “evil,” “misanthropic,” and that the AI lab hated Western civilization. On Wednesday, he leased Anthropic one of his most valuable assets: the world’s biggest sup…
New features, emojis, & security improvements: Here’s everything new coming to Android!
Hi Reddit, We just wrapped up The Android Show | I/O Edition, and a core theme of the show was how we’re making your phone more helpful so that you can spend less time looking at it and more time living your life. To mak…
Arm Reports Results for the Fourth Quarter and Fiscal Year Ended 2026
…Arm delivered record full-year royalty revenue of $2.61 billion alongside Q4 FYE26 revenue at $671 million, with this driven by growth across smartphones, Edge AI, Physical AI and Cloud AI…
AMD Reports First Quarter 2026 Financial Results
…First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84. On…
The Memory Crunch Pinches Cisco’s Profits
…So hooray for that! So far this fiscal year, Cisco has $1.3 billion in AI orders with hyperscalers and cloud builders in Q1 F2026 and $2.1 billion in Q2 F2026…
What Microsoft Executives Really Thought About OpenAI in 2018
…The duo later rekindled their relationship, though with Microsoft becoming OpenAI’s most prolific fiscal sponsor from 2019 through 2023, a period over which it committed $13 billion in cash and cloud…
New PCPJack worm steals credentials, cleans TeamPCP infections
New PCPJack worm steals credentials, cleans TeamPCP infections By Bill Toulas May 7, 2026 02:35 PM A new malware framework called PCPJack is stealing credentials from exposed cloud infrastructure while actively…
Microsoft's $1 billion Kenya AI data center could require switching off "half the country"
…G42 was expected to lead construction of the Olkaria facility in Kenya's Rift Valley, with Microsoft using it to launch a new East Africa cloud region for Azure. The first phase…