Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Cloud giant Oracle updated its VMware offering to a bring-your-own-license (BYOL) model in line with Broadcom’s VMware Cloud Foundation (VCF) framework.

DISA launches Olympus, a cloud management platform for JWCC contract holders using AWS and Azure to streamline secure cloud deployments.

AI investing is moving past hype and into balance sheets. What investors now focus on is capex discipline, distribution, ...

Microsoft beat its own forecast. Revenue rose 17%.

A viable multicloud solution must enforce uniform security, access controls and auditability across all clouds. Divergent ...

Operating within the high-stakes environment of enterprise business intelligence and data services, this migration carried zero tolerance for disruption to critical reporting and analytics ...

OpenAI has posted a $700 million operating loss on GPT-5 despite achieving a 48% gross margin, as $16 billion in annual R&D spending consumes individual model profits.

If quarterly earnings announcements were a contest, Mark Zuckerberg would have won Wednesday. You might even say investors ...

The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some ...

For years, I’ve been watching the slow evening up of classic Windows PCs to cloud-based Windows and Office services. Sure, ...