earnings
Nadella: "We now have 53,000 Azure AI customers – over one-third are new to Azure over the past 12 months"
“If Oracle Database just disappeared at companies, the whole planet would come to a standstill”
“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…”
“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.
CapEx to hit up to $35 billion “with growth driven by investments in servers, including both non-AI and AI hardware
Copilots are everywhere as part of Microsoft's "platform transition" in the new world of AI.
AI, says Microsoft, is "redefining our role in business applications” with partners adding Copilots as a “process transformation layer" on top of existing systems.
Citigroup spent the equivalent to some $50 million on technology every single working day over the past quarter..
A new cuddly Oracle has *also* been busy miniaturising its infrastructure to do more with less, and can now run OCI from just 10 racks, says Safra Katz