Microsoft Loses $357B: Wall Street Calls BS on AI Spending
Microsoft lost $357B in market value Jan 29 despite beating Q2 earnings. Azure growth slowed to 39% while AI capex hit $37.5B. Why ...
AWS European Sovereign Cloud Can’t Solve EU Data Sovereignty
AWS launched EUR 7.8B European Sovereign Cloud Jan 15, but US CLOUD Act vs EU ...
Serverless 2.0 Removes State Barrier: Built-in Persistence Arrives
AWS Lambda, Azure Functions ship built-in state management in January 2026. Serverless 2.0 eliminates external ...
GitHub Actions Pricing Cut: 39% Drop, Self-Hosted Fees Axed
Developer Revolt Forces GitHub’s Hand GitHub slashed hosted runner prices by 39% on January 1, ...
SAP Stock Plunges 17% on Cloud Backlog Miss: AI Disrupts Software
SAP SE shares plunged 17% yesterday after the enterprise software giant reported cloud contract backlog ...
Microsoft Loses $350B: AI Spending Hits ROI Wall
Microsoft lost $350B after earnings while Meta gained 10%. Investors now demand AI ROI proof. The era of "AI at all costs" just ...
Platform Engineering 80% Adoption Hides 70% Failure Rate
Platform engineering hit Gartner’s 80% adoption forecast in 2026. But here’s what nobody’s talking about: ...
Nvidia H200 China Approval: Trump 25% Tariff, $50B Market
China approved its first batch of Nvidia H200 AI chips for import on January 28, ...
Memory Chip Shortage Through 2027: AI Starves Markets
The global memory chip shortage isn’t ending anytime soon. Synopsys CEO Sassine Ghazi told CNBC ...
Cloudflare’s AI-Coded Matrix Failed Production Standards
Cloudflare published a blog post announcing a “production-grade Matrix homeserver” running on Workers. The community ...
