Microsoft Sets All-Time Record With Nearly $450 Billion One-Day Market Value Gain
Microsoft sees Azure growth of 45%, topping estimates and delivering the largest one-day market-value gain ever recorded.
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Azure Growth Eases Concerns Over Microsoft’s Heavy AI Spending
Microsoft beats Q4 estimates with $90B revenue and Azure up 43%. Cloud revenue reaches $59.3B as AI demand eases concerns over heavy spending.
Trump Administration Taps Oklo and X-Energy to Power AI Data Centers with Advanced Nuclear Reactors
A new federal initiative brings Oklo’s Aurora and X-Energy’s Xe-100 reactors into the spotlight as solutions to AI’s surging electricity demand.
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.
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.