Atos
Atos carnage continues as CEO Nourdine Bihmane walks, company warns on liquidity
"Strategy misalignment"? There's been no shortage of that...
earnings
Capita hits the fan as ransomware, local government crises flush revenues - but a tech overhaul looms
New CEO, an AWS veteran, has his work cut out...
earnings
Dell COO: AI will move to the data
"We believe the long-term AI action is on-prem"
Nutanix
Nutanix delivers record quarter as VMware hikes hit – but CIOs are loath to make hasty decisions
Nutanix CEO sees some cloud repatriation as well as VMware refugees, as rumours of an $8 million > $100 million renewal circulate.
Dynatrace
Dynatrace hits $1.4 billion ARR, grabs logos from AppDynamics, aims to grow logs offering
"The number of IT resources that are available to do manual processing of IT workloads is constrained and sophisticated observability and application security [is becoming] more critical..."
AWS
Amazon’s “Rufus” shows it eating its own AI dogfood, as AWS closes in on $100B run rate; Q comes to Glue
"You can ask Amazon Q for Data Integration to ‘read JSON files from S3, join on ‘accountid’, and load into DynamoDB’ and in response, it will return an end-to-end data integration job that can perform that action"
AI
AI sends cloud earnings soaring, brings customers rushing for Google, Microsoft
Nadella: "We now have 53,000 Azure AI customers – over one-third are new to Azure over the past 12 months"
Oracle
Larry Ellison: Oracle gave Elon Musk GPUs – “Boy, did they want more”
“If Oracle Database just disappeared at companies, the whole planet would come to a standstill”
Hashicorp
HashiCorp’s slump: Blame “market conditions” says CEO, suggests he’ll nudge customers to cloud platform
“I think that willingness to let a third-party run it where they don't necessarily have the direct operational control. It's just a much higher bar…”
AWS
Andy Jassy on AWS’s slowdown and AI’s “three layers”
“It's not all customers deciding to shut down workloads” says Amazon's CEO as cloud growth drops to 12% -- with the company saying customers are recognising that AI costs can also spiral.
meta
Zuck’s revenge: Facebook lives, Llama downloads hit 30m monthly, net revenues top $11.58 billion
CapEx to hit up to $35 billion “with growth driven by investments in servers, including both non-AI and AI hardware
Microsoft
Microsoft earnings: Five big takeaways
Copilots are everywhere as part of Microsoft's "platform transition" in the new world of AI.