India Proposes 20-Year Tax Holiday for Cloud Companies
PYMNTS / pymnts - India is reportedly offering foreign cloud companies a 20-year tax amnesty for building data centers there. The proposal, announced Sunday (Feb 1) by India’s finance minister Nirmala Sitharaman and flagged in a report by TechCrunch, would give companies a…
Back to Top / Monday, February 2, 2026, 12:21 am / permalink 18645 / 4 stories in 4 wks
Oracle unveils $50B fundraising plan to fuel AI data center ambitions
Mike Wheatley / siliconangle - Oracle Corp. has given investors another reason to be nervous after revealing a plan today to raise between $45 billion and $50 billion this year, in order to fund the buildout of more data center capacity for artificial intelligence workloads. The cloud …
Back to Top / Sunday, February 1, 2026, 9:20 pm / permalink 18640 / 9 stories in 4 wks
Microsoft stock plunges 10% as its worst day in years sees a $357 billion market cap wipeout
Quartz Staff / qz - Along with a brutal day for software stocks, Microsoft's wipeout helped drag down the tech-heavy Nasdaq about 0.7% for the day
- Cloud challenges: slow growth and capacity (2)
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Cloud challenges: slow growth and capacity
Comparative AI investments: Microsoft vs Meta
Sharp selloffs and market cap wipeouts
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Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18545 / 15 stories in 5 wks
IBM stock soars after-hours on strong revenue performance
Paul Gillin / siliconangle - Nearly five years to the day after being named chief executive of IBM Corp., Arvind Krishna joined Chief Financial Officer James Kavanaugh in taking a victory lap today as the company posted strong fourth-quarter and full-year results, driven primarily by…
Back to Top / Wednesday, January 28, 2026, 7:20 pm / permalink 18514 / 7 stories in 5 wks
ServiceNow falls 6% despite better-than-expected fourth-quarter results
cnbc - ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.
Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18508 / 8 stories in 5 wks
(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results
techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …
- AI & Cloud Investment Milestones (4)
- Earnings Highlights (7)
- Gaming and Hardware Decline (1)
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AI & Cloud Investment Milestones
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Gaming and Hardware Decline
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Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18505 / 19 stories in 5 wks
Amazon Inadvertently Announces Cloud Unit Layoffs In Email To Employees
BeauHD / slashdot - Amazon appears to have prematurely acknowledged layoffs inside AWS after an internal email referencing "organizational changes" and "impacted colleagues" was mistakenly sent to cloud employees. CNBC reports: "Changes like this are hard on everyone," Colle…
Back to Top / Wednesday, January 28, 2026, 12:21 am / permalink 18473 / 5 stories in 5 wks
France to ban officials from US video tools including Zoom, Teams
Émile Marzolf / politico - The government wants staff to shun Silicon Valley and shift to its home-grown Visio platform instead.
Back to Top / Tuesday, January 27, 2026, 2:21 pm / permalink 18456 / 12 stories in 5 wks
Microsoft built a 750W AI chip to challenge Nvidia's dominance, claims 3x performance gains over Amazon
techspot - Microsoft recently announced Maia 200, a new AI accelerator specifically designed for inference workloads. According to Redmond, Maia 200 can deliver "dramatic" improvements for AI applications and is already deployed in select US data centers on the Azur…
Back to Top / Tuesday, January 27, 2026, 2:21 pm / permalink 18455 / 4 stories in 5 wks
TikTok attributes recent glitches to a power outage at a U.S. data center
Amanda Silberling / techcrunch - The timing of these outages lines up with the long-awaited creation of a separate U.S. TikTok entity last week.
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Back to Top / Monday, January 26, 2026, 12:20 pm / permalink 18409 / 19 stories in 5 wks
Microsoft unveils new proprietary AI chip Maia 200
Berry Zwets / techzine - Microsoft introduces Maia 200, an AI chip that the company claims is significantly faster than competing products. The accelerator is specifically designed to run large AI models and offers 30 percent better performance per dollar. The chip is manufacture…
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Business strategy and supply chain moves
Microsoft vs Rivals: Head-to-head comparisons
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Back to Top / Monday, January 26, 2026, 11:20 am / permalink 18405 / 19 stories in 5 wks
Nvidia Invests $2 Billion in CoreWeave in AI-Factory Collaboration
Elias Schisgall / wsj - The companies said they would build AI factories on Nvidia’s computing-platform technology.
- Advanced CPUs and GPUs boost CoreWeave's edge (2)
- Building 5GW AI data centers with $2B commitment (14)
- CEO insights and market impacts fuel industry analysis (2)
- Stocks surge as $2B deal sparks investor enthusiasm (6)
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Advanced CPUs and GPUs boost CoreWeave's edge
Building 5GW AI data centers with $2B commitment
CEO insights and market impacts fuel industry analysis
Stocks surge as $2B deal sparks investor enthusiasm
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Back to Top / Monday, January 26, 2026, 8:21 am / permalink 18402 / 25 stories in 5 wks
OpenAI Partners with Major Government Contractor to ‘Transform Federal Operations’
/u/Logical_Welder3467 / reddit - submitted by /u/Logical_Welder3467 [link] [comments]
Back to Top / Saturday, January 24, 2026, 11:20 pm / permalink 18384 / 2 stories in 5 wks
Gmail’s spam filter and automatic sorting are broken
Terrence O’Brien / theverge - Some Gmail users have noticed that promotional emails that normally go to their own siloed tab have started flooding their inbox. Reports have been hitting the Google forums and Reddit that messages are bypassing the Updates and Promotional filters and go…
Back to Top / Saturday, January 24, 2026, 12:20 pm / permalink 18372 / 8 stories in 5 wks
Agileday Raises €6.4M in Series A Funding
FinSMEs / finsmes - Agileday, a Helsinki, Finland-based developer of a people-centric operating platform for professional services, raised €6.4m in Series A funding. The round was led by Newion, with participation from Specialist VC, Vendep Capital, and Business Finland. The…
Back to Top / Friday, January 23, 2026, 2:20 am / permalink 18317 / 7 stories in 6 wks
vLLM Team Launches Startup Inferact, Raises $150M to Build AI Inference Engines
pandaily - The founding of Inferact and its massive $150 million seed round signal that AI inference infrastructure is quickly becoming a top priority for both builders and investors.
Back to Top / Thursday, January 22, 2026, 9:20 pm / permalink 18313 / 6 stories in 6 wks
Microsoft 365 Outlook down: Microsoft breaks silence on outage
mashable - Microsoft is sharing updates on the Microsoft 365 outage that took down Outlook and other services on Thursday, Jan. 22.
Back to Top / Thursday, January 22, 2026, 5:20 pm / permalink 18306 / 11 stories in 6 wks
OpenAI vows not to increase consumers' energy prices
Rachyl Jones / semafor - OpenAI joined Microsoft in attempting to ease consumer concerns regarding data centers’ impact on electricity bills.
Back to Top / Wednesday, January 21, 2026, 3:20 pm / permalink 18255 / 3 stories in 6 wks
ServiceNow (NOW) Stock: Three-Year OpenAI Partnership Announced for AI Integration
Trader Edge / parameter - TLDR ServiceNow signed a three-year deal with OpenAI to embed AI models directly into its business software platform for IT support, customer service, and operations. The agreement includes a revenue commitment from ServiceNow to OpenAI based on customer …
Back to Top / Tuesday, January 20, 2026, 10:21 am / permalink 18202 / 7 stories in 6 wks
Microsoft's Xbox Cloud Gaming May Soon Let You Stream Your Own Games for Free - If You Watch Ads
msmash / slashdot - Microsoft appears to be preparing an ad-supported tier for Xbox Cloud Gaming that would let players stream games they've purchased digitally without needing a Game Pass subscription, according to a Windows Central report citing sources familiar with the p…
Back to Top / Monday, January 19, 2026, 1:21 pm / permalink 18171 / 9 stories in 6 wks