Microsoft Deploys AMD Helios Racks in Azure, Boosting AMD’s Push Against Nvidia Dominance
Lower cost per token and strong TCO position AMD to gain AI market share from Nvidia.
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Starbucks Builds In-House AI Tools to Cut Reliance on Microsoft, IBM, and Oracle
Starbucks aims to slash $400M in annual software spend by building its own AI tools, challenging Microsoft Dynamics, IBM TRIRIGA, and Oracle Simphony.
Microsoft Axes 3,200 Xbox Jobs and Spins Out Five Studios in Major Reset
Microsoft is eliminating around 4,800 jobs, including 3,200 at Xbox (20% of its workforce), as part of a major restructuring. 1,600 cuts hit immediately, with more phased through 2027 amid profitability push and AI shift.
Meta Plans Cloud Business to Monetize Excess AI Compute Capacity
Meta is developing a new cloud offering to monetize its massive AI infrastructure, selling GPUs, servers, and Llama models to external customers.
Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.
Microsoft Walks Away from $3 Billion Oracle Cloud Deal Over Security Concerns
Microsoft walked away from a potential $3 billion deal to lease Oracle cloud capacity due to security concerns, as Oracle’s public cloud lacks FedRAMP certification.