Podcasts about Microsoft Azure

Bloomberg reported that AI cloud provider Lambda is in talks to raise a $3 billion pre-IPO round. The financing would precede a potential public listing and reflects the capital intensity of building GPU cloud infrastructure. Lambda provides NVIDIA GPU access in the cloud and sells on-premises systems, serving both on-demand and reserved capacity needs. Pre-IPO capital in this sector is often used to secure chips, expand colocation capacity, and improve networking. Competitors include CoreWeave and large clouds such as AWS, Microsoft Azure, Google Cloud, and Oracle Cloud. Founders are evaluating multi-year reservations, vendor diversification, and transparent pricing as they plan AI compute budgets.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Bloomberg reported that Callosum raised $100 million to build software that matches AI workloads to specific chips. The company targets routing and scheduling so training and inference jobs run on hardware that fits their memory, bandwidth, and cost profiles. The raise comes as enterprises manage heterogeneous fleets across AWS, Microsoft Azure, Google Cloud, and specialized providers like CoreWeave and Lambda. The market includes established schedulers and recent deals such as Nvidia's 2024 agreement to acquire Run:ai and Databricks' 2023 purchase of MosaicML for $1.3 billion. Buyers will evaluate governance, cost allocation, and measurable utilization gains. Founders should pilot across multiple chip families and providers and track throughput per dollar, queue times, and job success rates.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Recorded on location at Black Hat USA 2026 in Las Vegas at the end of day two, Karthik Kannan, Founder and CEO at Anvilogic, walks through a seven year build that reached its original shape this year. The plan from the start was a full security operations platform covering data, the detection engineering process, triage and investigation, and case management. In the shorthand of the category, SIEM and SOAR combined. It arrived in phases. Detection engineering came first, implemented on top of Splunk for most customers, then the data platform expanded into data lakes including Snowflake, Databricks, and Microsoft Azure. Triage and investigation followed over the last two years. In the last year Anvilogic rolled out agents that carry out the work of specific personas, and this year the company launched Blueprints, an orchestrator agent that brings the discrete agents together to run a whole workflow with humans in the loop. What separates a security graph from a frontier model? It knows the environment. Karthik Kannan describes the enterprise security graph as Anvilogic's own model running inside the network, learning the micro environment, with frontier LLMs called on to fill gaps in the macro environment. His argument is that platforms operating as LLM wrappers miss the last mile, because AI on its own reaches 60, 70, or 80 percent of the way if you are lucky. How does a team keep control when agents run the workflow? Through gates, permissions, and a record of what happened. Workflows can be described in plain English, with human gates inserted as often as the team wants. Access controls sit at the persona, organization, and object levels, and activity is audited and logged, which matters to the GRC teams Anvilogic works with. Screens dedicated to what the company calls a maturity score show which feeds are coming in, what kinds of detections exist, and what coverage looks like against the MITRE ATT&CK framework, in a form available to executives and CISOs. Karthik Kannan also points to version 8.0, introduced the week before the event, which includes an Anvilogic MCP Server for connecting to third party tools. Customers are already building their own Blueprint workflows during proofs of concept, including a large life sciences customer Anvilogic expects to feature in a public case study. Karthik Kannan is careful about the claim being made here. This is not a proclamation of an autonomous SOC. It is automation that makes life in a SOC easier and more efficient, adopted at a crawl, walk, run pace, with every step visible along the way. This is a Brand Briefing. A Brand Briefing is an on-location conversation recorded on site at Black Hat USA 2026, putting a spotlight on the guest and their company and pairing it with the editorial reach of ITSPmagazine. Learn more: https://www.studioc60.com/performance/#briefing GUEST Karthik Kannan, Founder and CEO at Anvilogic On LinkedIn: https://www.linkedin.com/in/karthikkannan001/ RESOURCES Black Hat USA 2026 event coverage from ITSPmagazine: https://www.itspmagazine.com/black-hat-usa-2026-cybersecurity-event-coverage-in-las-vegas Learn more about Anvilogic: https://www.anvilogic.com Anvilogic 8.0, from onboarding to investigation: https://www.anvilogic.com/learn/anvilogic-8-0-automate-the-soc Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight ▶︎ Get your own Brand Briefing at an upcoming event: https://www.studioc60.com/buy-brand-briefings KEYWORDS karthik kannan, anvilogic, sean martin, brand briefing, brand story, brand marketing, marketing podcast, black hat usa 2026, agentic secops, ai soc platform, enterprise security graph, detection engineering, triage and investigation, blueprints orchestrator agent, mcp server, mitre att&ck coverage, human in the loop automation, siem and soar, security operations, grc audit logs Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. stocks ended mixed as investors weighed a July Consumer Price Index reading and earnings from AI-exposed companies. The S&P 500 was little changed, the Nasdaq Composite rose, and the Dow Jones Industrial Average fell as Treasury yields shifted with rate expectations. AI leaders including Nvidia, Microsoft, Alphabet, Amazon, Meta, and AMD emphasized multi-year spending on accelerated computing and cloud AI services. Cloud providers AWS, Microsoft Azure, and Google Cloud offered AI credits tied to longer commitments, while GPU and networking constraints pressured deployment timelines. Higher-for-longer rates raised costs for variable credit lines, equipment leases, and SBA 7(a) loans. Founders are timing financing around upcoming Fed decisions and negotiating flexibility in cloud and chip contracts to manage compute availability and cash flow.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

CNBC reported that CoreWeave's shares rose fourteen percent after the company said revenue doubled year over year. The move signals strong demand for AI infrastructure and the potential for tighter capacity and firmer pricing. CoreWeave offers on-demand and reserved access to Nvidia accelerators for training and inference. Large clouds such as Amazon Web Services, Microsoft Azure, Google Cloud, and Oracle continue to expand GPU regions. Supply and power constraints persist, with long hardware lead times and multi-year data center buildouts. Buyers are using a mix of reserved capacity and on-demand options while optimizing workloads to manage cost and availability.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Bloomberg reported that a Singapore-based data center operator confidentially filed for a US IPO targeting about $5 billion. The confidential process allows initial SEC review before public disclosure. A deal of this size would likely list on NYSE or Nasdaq and include multiple bulge-bracket underwriters. Data center demand from Amazon Web Services, Microsoft Azure, and Google Cloud, as well as AI workloads using Nvidia GPUs, is driving higher-density builds and new cooling investments. Singapore's policy shifts since 2019 have steered some development to Johor and Batam. Public comparables include Equinix, Digital Realty Trust, and GDS Holdings, while Chindata was taken private by Bain Capital. Proceeds would likely fund new capacity, power connections, acquisitions, and debt refinancing, with investor focus on contracts, power sourcing, and execution discipline.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

We discussed a few things including: 1. His career journey  2. CoreWeave's trajectory 3. AI ecosystem/timeline 4. AI trends, opps and challenges  5. Outlook for 2026-2027 Corey is the Senior Vice President of Product at CoreWeave. In this role. Corey runs the product team focused on the Core AI Cloud, building out infrastructure and platform services for future growth and customer success. Corey resides with his family in New Jersey, working from the CoreWeave headquarters in Livingston. Prior to this role, Corey was the Corporate Vice President for Microsoft Cloud for Industry, developing tailored industry solutions at Microsoft as they transform into successful digital businesses. Previously, he led Microsoft Commercial Solution Areas, owning sales strategy and corporate technical sales across Solution Areas and Teams that include Digital Application Innovation, Azure Infrastructure & IoT, Azure Data & AI, Business Applications, Security and Modern Workplace. His focus also included selling the full value of Microsoft cross-cloud solutions and advancing the technical depth of the Microsoft Solutions team. Earlier, Corey was Head of Product for Azure Compute and the founder of Microsoft Azure's infrastructure as a service (IaaS) business. During that time, he was responsible for products, strategy and technical vision aligned to core Azure compute services. He also previously led program management for multiple Azure services. Earlier in his career, Corey was a developer in the Windows Serviceability team with ownership across the networking and kernel stack for Windows. In his first role at Microsoft in 2003, Corey served as an intern on the Windows team, after graduating from Princeton University, where he earned his Bachelor S.E. in Computer Science. #podcast #AFewThingsPodcast

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How do you transform high-stress event planning into a joyful, seamless experience? Vishal Joshi joins the podcast to explore wedding and event orchestration, scaling Joy from an initial demo project into a platform serving over 50 million people across 150 countries.In this episode of TRUST ME I KNOW WHAT I'M DOING, host Dr. Abhay Dandekar sits down with Joy co-founder and CEO Vishal Joshi to discuss the intersection of design, software engineering, and human emotion. Vishal shares his journey from a modest background in India to building Microsoft Azure, before leaving corporate life to solve the chaotic experience of planning life's biggest celebrations. Instead of treating event tech as a cold utility, Vishal describes Joy's mission using "Amy's wedding" as the compass — leveraging technology to reduce friction while preserving deep human connection.We talk about rising from modest roots, turning chaotic friction into clean software, building for deep human emotion, and how AI is changing the startup playbook—from customer feedback to product strategy. Whether you're an aspiring entrepreneur, product strategist, student, or tech enthusiast, this conversation is packed with grounded wisdom and actionable takeaways.--------------------------CHAPTERS:00:00 - Introductions 01:46 - Welcome Vishal Joshi, Co-Founder & CEO of Joy03:38 - Guest list diplomacy & solving wedding drama with tech04:59 - The founding ethos of Joy: Planning for "Amy's Wedding"07:37 - Cultural dynamics & handling 10x event complexity12:34 - Modest beginnings, hard work, and unlearning corporate norms14:03 - Sponsor Break: Travelopod & Lotus Lane Coffee18:21 - AI vs. human emotion in event planning20:15 - Introducing the world's first AI event planner23:29 - Expanding beyond weddings: Birthdays, corporate retreats & dissertations26:08 - Seismic shifts in wedding trends: Digital save-the-dates & cash registries31:46 - Cultivating empathy & lessons in long-term relationships35:36 - Outro & where to find Joy--------------------------

Kevin W. Griffin is an independent software consultant and 16-time Microsoft MVP specializing in ASP.NET Core, Microsoft Azure cloud architecture, SignalR real-time applications, and .NET modernization.You can find Kevin on the following sites:XBlueskyLinkedInGitHubYouTubeSessionizeWebsitePLEASE SUBSCRIBE TO THE PODCASTSpotifyApple PodcastsYouTube MusicAmazon MusicRSS FeedYou can check out more episodes of Coffee and Open Source on https://www.coffeeandopensource.comCoffee and Open Source is hosted by Isaac Levin

Nadia Ness is Executive Director of Transformation at the University of Glasgow. Our conversation covers a wide range of topics about prioritising and leading change across the University, and the focus that Nadia places on people and partnership to deliver change well. With the earlier part of her career having been in senior roles in the corporate sector, including at Ikea, we also reflect upon the similarities and differences between that environment and leading change in HE. And on the theme of change and transformation, we additionally take a brief detour to talk about Nadia's recent experience of stepping out of the workplace for a period of maternity leave, and some of the perspectives on change that she has since brought back. This episode is brought to you by SEAtS, the Education Operations Platform trusted by universities, colleges, and education providers worldwide. If your timetabling, attendance, compliance, and campus operations are spread across multiple systems, SEAtS brings them together on one AI-powered platform built on Microsoft Azure and natively integrated with Microsoft Teams and Power BI. From day one, it's audit-ready and designed to simplify operations while improving student engagement and institutional performance. Leading institutions have increased retention by up to 20%, protecting millions in tuition revenue while helping thousands more students stay on track. To start a pilot or discuss your requirements, visit seatsone.com. The Association of Higher Education Professionals and the British Universities FInance Directors Group, BUFDG, are both proud to support Job Shadowing HE as a valuable source of professional insight.

This week: Microsoft and Amazon both reported quarterly numbers, and both stocks rose on cloud results that beat expectations. Is AI spending is paying off in real business? And in related news, Microsoft sees a rare annual headcount decline, hitting product R&D hardest. Plus: Satya Nadella builds a Power BI dashboard out of an analyst's research report, and touts it on the earnings call to make a bigger point. Jeff Bezos names Amazon's chips business as the long-awaited fourth pillar. And AI House managing director Jacob Colker delivers a much-needed pep talk for Seattle tech, calling on the region to recognize and build on its strengths. With GeekWire co-founders Todd Bishop and John Cook. Related stories and links: Microsoft and Amazon earnings Microsoft Azure tops $100B in annual revenue as record AI spending cuts into cash flow AWS is 'booming,' but Amazon's free cash flow turns negative on record AI spending Microsoft R&D jobs drop for second straight year as total headcount falls for first time in a decade Which Microsoft businesses are growing and shrinking, according to obscure table in regulatory filing Amazon's fourth pillar Jeff Bezos says this business is becoming Amazon's next 'pillar' A rallying cry for Seattle tech Watch: A venture capitalist's passionate speech, a rallying cry, really, about Seattle Seattle's AI2 Incubator rebrands as AI House, and adds key investor as managing director 'I'm tired of that narrative': Seattle VC pushes back on tech exodus talk The Washington tech ecosystem New map traces Washington state's tech 'universe' to a few key hubs, and shows what's at risk After hiring AWS exec and raising $107M seed round, Virginia startup plants flag in Seattle area GeekWire's Seattle engineering centers list See omnystudio.com/listener for privacy information.

Oil crashed on peace, stocks crashed anyway, a 557% profit was a "miss," and a hedge fund called Situational Awareness got blindsided. A week of maximum noise — and the three signals underneath that actually matter.Hypernormal Times on Substack. For your capital markets training needs, visit my friends at Finance Talking.The market fell a fifth and rose a fifth in the same week, on no change in the facts — so this episode strains out the churn and holds up what actually changed.We start with the noise: a ceasefire nobody signed, "peace broke out and stocks crashed anyway," and the record round-trip driven by a leverage unwind — including the week's best story, the hedge fund Situational Awareness, run by the ex-OpenAI author of the famous "see-it-coming" AI essay, getting caught spectacularly unaware and dumping its book to Citadel at the bottom, right before those shares ripped. Then the three signals worth keeping: the AI reckoning turned out to be a sorting, not a crash (Microsoft and Amazon proved the return; Meta didn't); the feared AI glut is, at the physical level, a shortage — one now capping Apple's revenue and turning the Bank of Japan hawkish; and the great bifurcation went concrete, with China floating its own memory champion (CXMT, +472%), building its own chip-making machines, and pulling a piece of Tesla across the US–China line. Plus a Fed chair whose silence the bond market repriced as a credibility shock.Never investment advice.In this episodeWhy the week's violent round-trip was noise, not signal — and how to tellSituational Awareness vs Citadel: a thesis meets a balance sheet at the bottomThe 557% profit that counted as a miss — and the bar detaching from realityThe reckoning as a sorting: Microsoft/Amazon prove the return, Meta doesn't; "free cash flow" runs the tapeThe AI glut that's actually a shortage — Apple can't get chips, and the BoJ turns hawkishThe great bifurcation: CXMT +472%, China's own lithography, Tesla splitting off ChinaWarsh holds, the 30-year hits a 19-year high, and the market calls his bluffAI bubble, AI reckoning, is AI a bubble, AI 2008 vs dot-com, Situational Awareness hedge fund, Leopold Aschenbrenner, Citadel, SK Hynix earnings, 557% profit, Microsoft Azure earnings, Amazon cloud, Meta capex, Apple chip shortage, memory shortage 2028, Samsung, CXMT IPO, China semiconductors, ASML lithography, Tesla SpaceX merger, Kevin Warsh Fed, 30-year Treasury yield, Bank of Japan hawkish, macro podcast, markets podcast, HyperNormal Report, Jeremy McKeown.This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.

Meta-beleggers schrikken zich rot. De winst bij de eigenaar van Whatsapp, Insta en Facebook neemt af en toch gaat CEO Mark Zuckerberg méér geld uitgeven. Dit jaar tot wel 145 miljard dollar. De vrije kasstroom holt hard achteruit en staat op het laagste niveau in jaren. Beleggers willen antwoorden. Over de investeringen bijvoorbeeld, wanneer ze uitbetalen. Maar krijgen ze niet. Deze aflevering kijken we hoe lang Zuckerberg nog krijgt van z’n aandeelhouders. Hebben we het ook over Microsoft! Dat doet het wél goed. Geheime wapen: Azure! Verder gaat het natuurlijk over die bizar drukke beursdag. Maar liefst 19 Damrakbedrijven kwamen met de cijfers, waarvan 17 voorbeurs. We proberen er zoveel mogelijk te behandelen. Zo hoor je meer over de cijfers van Shell, BAM, Pharming, DSM Firmenich en AirFrance-KLM. Ook gaat het over de onenigheid binnen de Fed. Voorzitter Kevin Warsh geeft toe dat er een 'gezinsruzie' plaatsvond. Drie van de twaalf leden wilden niet dat de rente gelijk bleef: hij moest juist omhoog! En we hebben het over Arcadis, dat wéér een overnamebod afwijst. Te gast: Jean Paul van Oudheusden, analist bij eToro BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Bentornati e bentornate su Azure Italia Podcast, il podcast in italiano su Microsoft Azure!Per non perderti nessun nuovo episodio clicca sul tasto FOLLOW del tuo player

Meta-beleggers schrikken zich rot. De winst bij de eigenaar van Whatsapp, Insta en Facebook neemt af en toch gaat CEO Mark Zuckerberg méér geld uitgeven. Dit jaar tot wel 145 miljard dollar. De vrije kasstroom holt hard achteruit en staat op het laagste niveau in jaren. Beleggers willen antwoorden. Over de investeringen bijvoorbeeld, wanneer ze uitbetalen. Maar krijgen ze niet. Deze aflevering kijken we hoe lang Zuckerberg nog krijgt van z’n aandeelhouders. Hebben we het ook over Microsoft! Dat doet het wél goed. Geheime wapen: Azure! Verder gaat het natuurlijk over die bizar drukke beursdag. Maar liefst 19 Damrakbedrijven kwamen met de cijfers, waarvan 17 voorbeurs. We proberen er zoveel mogelijk te behandelen. Zo hoor je meer over de cijfers van Shell, BAM, Pharming, DSM Firmenich en AirFrance-KLM. Ook gaat het over de onenigheid binnen de Fed. Voorzitter Kevin Warsh geeft toe dat er een 'gezinsruzie' plaatsvond. Drie van de twaalf leden wilden niet dat de rente gelijk bleef: hij moest juist omhoog! En we hebben het over Arcadis, dat wéér een overnamebod afwijst. Te gast: Jean Paul van Oudheusden, analist bij eToro BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

WS: sell-off con Tbond 30 anni al top del 2007; FED: tassi fermi ma in tre volevano stretta; WTI vola, Trump: "li massacreremo”; Meta delude: alza stime su spese; Microsoft: Azure cresce più del previsto Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailIn this episode, Amith Nagarajan and Mallory Mejias unpack a rapidly shifting AI landscape where powerful, low-cost open-weight models from Chinese labs are challenging the dominance of major U.S. players. They explore Moonshot AI's Kimi K3 and Alibaba's latest model announcements, breaking down what “open” AI really means and why it's driving costs down while increasing competition. The conversation also dives into the growing geopolitical tension around AI, including potential U.S. government intervention and the risks and realities of using models developed abroad. Finally, they discuss a proposal from DeepMind's Demis Hassabis to introduce an industry “referee” for AI safety—and what it could mean for innovation. The big takeaway: intelligence is becoming abundant and affordable, and association leaders must rethink strategy now to take advantage of what's coming next. 

Microsoft y AMD ampliarán la infraestructura de Azure con AMD Helios, aceleradores AMD Instinct MI455X y procesadores AMD EPYC “Venice”, en una apuesta que busca responder al crecimiento de la inteligencia artificial con mayor capacidad para inferencia, datos, agentes y cómputo de alto rendimiento.

Bentornati e bentornate su Azure Italia Podcast, il podcast in italiano su Microsoft Azure!Per non perderti nessun nuovo episodio clicca sul tasto FOLLOW del tuo player

La France dépend encore massivement des géants américains pour ses logiciels, son cloud et son intelligence artificielle. C'est le constat sévère dressé par la commission d'enquête sur les vulnérabilités numériques, dans un rapport publié mercredi 15 juillet. Près de 80 % des achats réalisés auprès des cinquante principaux fournisseurs de logiciels de l'Ugap, la centrale d'achat public, bénéficient à des entreprises américaines comme Microsoft, VMware ou Oracle. Les administrations dépenseraient au moins 1,5 milliard d'euros par an dans des solutions extra-européennes. Selon les députés, un milliard pourrait pourtant être réorienté dès maintenant vers des logiciels libres.Le constat est similaire pour l'hébergement des données. Des ministères, la CNAF, France Travail, mais aussi EDF, Enedis ou SNCF Réseau utilisent encore largement AWS, Google Cloud ou Microsoft Azure. Or, les lois américaines peuvent permettre aux autorités d'accéder à certaines informations hébergées par ces groupes. Les élus alertent également sur un possible « kill switch » : la capacité de Washington à couper l'accès à des services numériques par de simples restrictions à l'exportation.L'intelligence artificielle accentue cette dépendance. ChatGPT serait utilisé par 79 % des Français ayant recours à l'IA, contre seulement 14 % pour le service de Mistral. À cela s'ajoute une régulation jugée trop lente ou insuffisamment appliquée. Sur 3,5 milliards d'euros d'amendes prononcées en Irlande entre 2020 et 2024 au titre du RGPD, seulement 0,6 % auraient réellement été payés. Le rapport dénonce aussi un lobbying puissant, avec 35 millions d'euros dépensés par les GAFAM en 2025 et plus de 200 représentants mobilisés à Bruxelles. Il pointe enfin des stratégies de verrouillage : crédits cloud attractifs, présence dans les écoles et influence de prestataires présentant les solutions américaines comme incontournables.La commission propose donc de basculer 100 % des achats de logiciels de l'État vers l'open source à partir de 2030. Elle cite la gendarmerie, passée sous Linux, qui aurait économisé 534 millions d'euros depuis 2004. Parmi les autres mesures : une clause de souveraineté dans les marchés publics, un soutien renforcé aux entreprises françaises, un moratoire sur certains data centers étrangers et la création d'un véritable ministère du Numérique. L'objectif est clair : transformer une dépendance devenue stratégique en politique industrielle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this special episode, HexAI producer Brent Phillips steps behind the microphone to speak with Sean McGunigal, Epic Software's Software Development Lead for AI Research and Development. Drawing from his own daily experience navigating healthcare information management systems at a hospital, Brent guides a technical conversation on the immense role that enterprise software architectures like Epic play in orchestrating, optimizing, and embedding artificial intelligence directly into clinical workflows across global health systems.Bridging the gap between frontier software engineering and clinical realities, Sean and Brent discuss Epic's AI development pipeline while anchoring the conversation around Epic's technical vision where utility, explainability, and trust are paramount. Sean details how Epic's proprietary ambient AI framework, Chart with Art, seamlessly ingests and parses acoustic conversational data to generate structured documentation, effectively alleviating cognitive burden and clinical friction so medical professionals can prioritize hands-on patient care. Sean emphasizes that to achieve user adoption, Epic's generative summaries are rigidly tied to programmatic data lineage and granular citations, forcing black-box models to prove their clinical outputs.Aligning with the mission of the University of Pittsburgh's Health and Explainable AI Research Laboratory and Pitt's Computational Pathology and AI Center of Excellence (CPACE), the episode highlights Epic's commitment to helping advance and democratize ethical and responsible AI engineering through open-source frameworks and massive data initiatives. Sean points to Nebula, Epic's cloud-native platform deployed in Microsoft Azure, which provides a high-throughput, horizontally scalable infrastructure allowing health networks to securely deploy LLMs. Furthermore, he underscores Epic's breakthroughs with Cosmos, their multi-institution de-identified dataset, and Curiosity, Epic's custom-trained Medical Language Model designed to predict patient clinical events using autoregressive, next-token intelligence. By exploring the orchestration of complex agentic AI workflows, runtime evaluation harnesses, and cross-platform communication protocols, Sean closes the episode with a call to action for researchers to get involved and work more closely around safely advancing the frontiers of computational medicine.

CNBC reported that Apple is in talks with a startup that specializes in compressing AI models to run on iPhones. The move aligns with Apple's strategy to execute more AI locally, reducing reliance on cloud infrastructure and lowering latency. On-device AI relies on techniques such as quantization, pruning, and distillation to fit models within CPU, GPU, and Neural Engine limits. The shift could reduce cloud inference costs that depend on GPUs from providers like Amazon Web Services, Microsoft Azure, and Google Cloud. Competitors including Google, Samsung, Qualcomm, and Meta are advancing on-device AI capabilities. Founders should benchmark compact models, assess battery impact, and decide which features should run locally versus in the cloud.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode, Mark Russinovich, CTO of Microsoft Azure revealed Brain, the AI-powered AIOps system that continuously monitors Azure's health, detects incidents, identifies root causes, and increasingly automates responses such as pausing problematic deployments and notifying affected customers. Built on Azure Resource Graph, Brain creates a real-time digital twin of Azure, mapping dependencies across hundreds of services, data centers, and regions. Although Brain predates the generative AI boom, years of data engineering, standardized service-level indicators (SLIs), and machine learning laid the foundation for today's capabilities.  Brain combines standardized SLIs, service-specific monitoring, and third-party signals to detect anomalies, while ML models dynamically establish service baselines and correlate outages with software rollouts. Microsoft says automated notifications have reduced customer support tickets by four to six times, with 80–90% of Brain-covered services receiving notifications within 15 minutes, often in under five. The company is also layering LLM-powered agents, called Triangle, on top of Brain to streamline incident routing and eventually enable AI agents to autonomously troubleshoot and remediate outages.   Learn more from The New Stack around the latest in Microsoft Azure: Meet Brain, the AI that decides when Azure is officially down  Microsoft's pitch to enterprises: Ditch Azure Repos for GitHub, despite its rocky reliability record  Join our community of newsletter subscribers to stay on top of the news and at the top of your game. 

This was upside down week in AI news.

Anna Bicker, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Kartenhaus-Kollaps: Was ein US-Urteil für EU-Daten bei AWS, Google & Co. bedeutet – Mit der Entscheidung des Obersten Gerichtshofs der USA in der Rechtssache Trump vs Slaughter hat die konservative Mehrheit der Richter die Unabhängigkeit der Federal Trade Commission für verfassungswidrig erklärt. Genau diese Unabhängigkeit war lange Zeit eine tragende Säule, auf der der Datenverkehr zwischen der EU und den USA ruhte. Wie wackelig ist das EU-US Data Privacy Framework jetzt wirklich? Welche Alternativen bleiben Unternehmen, die auf AWS, Google Cloud oder Microsoft Azure setzen? Und ist digitale Souveränität für Europa nur noch ein Buzzword oder endlich eine echte Option? - Platzt die KI-Blase? Experten warnen vor Dotcom-Wiederholung – Die Bank für Internationalen Zahlungsausgleich warnt vor den finanziellen Risiken, die aus dem aktuellen Investitionsboom rund um KI erwachsen könnten und zieht dabei Parallelen zum Dotcom-Boom der späten 90er. Die fünf größten Hyperscaler werden von 2025 bis 2026 voraussichtlich über eine Billion US-Dollar für KI-bezogene Investitionen ausgeben – teils auf Pump. Ist der Vergleich mit der Dotcom-Blase gerechtfertigt, oder ist KI diesmal wirklich anders? Und was würde ein Platzen der Blase für die gesamte Wirtschaft bedeuten? - Und Cut: Scheitert die geplante Streaming-Abgabe an der Verfassung? Ein Gutachten des Ex-Verfassungsrichters Udo Di Fabio kommt laut FAZ zum Schluss, dass das vorgesehene Mediendienste-Investitionsverpflichtungsgesetz in der Regierungsfassung gegen das Grundgesetz und geltendes Europarecht verstößt. Netflix, Prime Video und Disney+ sollen künftig acht Prozent ihres in Deutschland erwirtschafteten Umsatzes direkt in lokale, deutschsprachige Produktionen stecken. Ist die geplante Investitionspflicht der richtige Weg, um den deutschen Filmmarkt zu stärken? Und wie ließe sich das Gesetz verfassungskonform gestalten? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.

Anna Bicker, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Kartenhaus-Kollaps: Was ein US-Urteil für EU-Daten bei AWS, Google & Co. bedeutet – Mit der Entscheidung des Obersten Gerichtshofs der USA in der Rechtssache Trump vs Slaughter hat die konservative Mehrheit der Richter die Unabhängigkeit der Federal Trade Commission für verfassungswidrig erklärt. Genau diese Unabhängigkeit war lange Zeit eine tragende Säule, auf der der Datenverkehr zwischen der EU und den USA ruhte. Wie wackelig ist das EU-US Data Privacy Framework jetzt wirklich? Welche Alternativen bleiben Unternehmen, die auf AWS, Google Cloud oder Microsoft Azure setzen? Und ist digitale Souveränität für Europa nur noch ein Buzzword oder endlich eine echte Option? - Platzt die KI-Blase? Experten warnen vor Dotcom-Wiederholung – Die Bank für Internationalen Zahlungsausgleich warnt vor den finanziellen Risiken, die aus dem aktuellen Investitionsboom rund um KI erwachsen könnten und zieht dabei Parallelen zum Dotcom-Boom der späten 90er. Die fünf größten Hyperscaler werden von 2025 bis 2026 voraussichtlich über eine Billion US-Dollar für KI-bezogene Investitionen ausgeben – teils auf Pump. Ist der Vergleich mit der Dotcom-Blase gerechtfertigt, oder ist KI diesmal wirklich anders? Und was würde ein Platzen der Blase für die gesamte Wirtschaft bedeuten? - Und Cut: Scheitert die geplante Streaming-Abgabe an der Verfassung? Ein Gutachten des Ex-Verfassungsrichters Udo Di Fabio kommt laut FAZ zum Schluss, dass das vorgesehene Mediendienste-Investitionsverpflichtungsgesetz in der Regierungsfassung gegen das Grundgesetz und geltendes Europarecht verstößt. Netflix, Prime Video und Disney+ sollen künftig acht Prozent ihres in Deutschland erwirtschafteten Umsatzes direkt in lokale, deutschsprachige Produktionen stecken. Ist die geplante Investitionspflicht der richtige Weg, um den deutschen Filmmarkt zu stärken? Und wie ließe sich das Gesetz verfassungskonform gestalten? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.

Anna Bicker, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Kartenhaus-Kollaps: Was ein US-Urteil für EU-Daten bei AWS, Google & Co. bedeutet – Mit der Entscheidung des Obersten Gerichtshofs der USA in der Rechtssache Trump vs Slaughter hat die konservative Mehrheit der Richter die Unabhängigkeit der Federal Trade Commission für verfassungswidrig erklärt. Genau diese Unabhängigkeit war lange Zeit eine tragende Säule, auf der der Datenverkehr zwischen der EU und den USA ruhte. Wie wackelig ist das EU-US Data Privacy Framework jetzt wirklich? Welche Alternativen bleiben Unternehmen, die auf AWS, Google Cloud oder Microsoft Azure setzen? Und ist digitale Souveränität für Europa nur noch ein Buzzword oder endlich eine echte Option? - Platzt die KI-Blase? Experten warnen vor Dotcom-Wiederholung – Die Bank für Internationalen Zahlungsausgleich warnt vor den finanziellen Risiken, die aus dem aktuellen Investitionsboom rund um KI erwachsen könnten und zieht dabei Parallelen zum Dotcom-Boom der späten 90er. Die fünf größten Hyperscaler werden von 2025 bis 2026 voraussichtlich über eine Billion US-Dollar für KI-bezogene Investitionen ausgeben – teils auf Pump. Ist der Vergleich mit der Dotcom-Blase gerechtfertigt, oder ist KI diesmal wirklich anders? Und was würde ein Platzen der Blase für die gesamte Wirtschaft bedeuten? - Und Cut: Scheitert die geplante Streaming-Abgabe an der Verfassung? Ein Gutachten des Ex-Verfassungsrichters Udo Di Fabio kommt laut FAZ zum Schluss, dass das vorgesehene Mediendienste-Investitionsverpflichtungsgesetz in der Regierungsfassung gegen das Grundgesetz und geltendes Europarecht verstößt. Netflix, Prime Video und Disney+ sollen künftig acht Prozent ihres in Deutschland erwirtschafteten Umsatzes direkt in lokale, deutschsprachige Produktionen stecken. Ist die geplante Investitionspflicht der richtige Weg, um den deutschen Filmmarkt zu stärken? Und wie ließe sich das Gesetz verfassungskonform gestalten? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.

Secure containerized apps end-to-end using Microsoft Defender for Cloud. Correlate cross-cloud attacks into a single incident, catch runtime threats that image scanning misses, and block vulnerable images before they reach production. Investigate container hijacking, isolate compromised pods with Security Copilot-guided remediation, and close the loop from SOC to dev by pushing CVE fixes to GitHub and syncing resolution back to Defender. Matt McSpirit, Microsoft Azure expert, shares how to detect, investigate, and remediate container threats in one connected workflow. ► QUICK LINKS: 00:00 - Secure containers in Microsoft Defender 01:02 - Cross-cloud incident 03:07- Runtime detection 04:10 - Investigate and build context 04:49 - Security Copilot incident report & containment 06:03 - Prevention 07:34 - Recommendations and take action 09:04 - Wrap up ► Link References Get started at https://aka.ms/DefenderCloudSecurity ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

The team discusses reports that AWS and Microsoft Azure may be classed as “gatekeeper” services by the European Commission; we also look at the first court case won by an AI-assisted legal firm, a new social-media addiction lawsuit and Google's big investment in AI-powered film-making. Our Hot Hardware candidate is the Ubiquiti Vape Detection & Air Quality Sensor – it's more technically interesting than it sounds, we promise.

Build enterprise-ready AI agents that scale without sacrificing security or control using Microsoft Azure. Establish a shared Governance Hub to centralize model access, MCP catalogs, and policy enforcement, then give every agent a traceable identity, runtime protection, and data governance through Agent 365. Layer in Microsoft Fabric's Ontologies so your agents reason over real business context, not just raw data. Choose your runtime — no-code, hosted container, or custom — and deploy a production-grade environment in minutes using the AI Landing Zone accelerator. Matt McSpirit, Microsoft Azure Expert, joins Jeremy Chapman, Microsoft 365 Director, to share how to architect, govern, and scale a full agent mesh across the Microsoft stack.  ► QUICK LINKS:  00:00 - Build secure AI agents 01:07 - Accelerate development, reduce risks 02:51 - Model Gateway + MCP Gateway 03:24 - Agent 365 Unified Control Plane 03:56 - Azure Policy + Azure Monitor 04:27 - Intelligent data platform 05:37 - OneLake in Microsoft Fabric 06:39 - Microsoft Purview data governance 07:13 - Fabric IQ with Ontologies 07:51 - Landing Zones 09:23 - Three Hosting Runtimes 11:06 - AI Landing Zone Accelerator 13:16 - Scalability 14:16 - Wrap up ► Link References Check out https://aka.ms/AIArchitecture ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

Cut through alert noise and move from detection to root cause using the Azure Copilot Observability Agent. It autonomously investigates incidents, correlates signals across logs, metrics, alerts, application health, and ML anomalies, then surfaces root cause with charts and recommended next steps. Extend coverage to your AI agents in Microsoft Foundry, track Gen AI errors and token consumption with trace-level detail, and write plain-language instructions to tune autonomous behavior to match your team's workflow. Matt McSpirit, Microsoft Azure expert, shares how to take full control of incident response at scale.  ► QUICK LINKS:  00:00 - Azure Copilot Observability Agent 00:43 - How to use it as you work 01:33 - Unified Full-Stack Telemetry 02:39 - Root Cause Investigation 04:12 - Investigate further 04:55 - Re-run the investigation 05:36 - Autonomous Alert Correlation & Triage 07:13 - Natural Language Agent Customization 07:34 - Wrap up ► Link References Get started at https://aka.ms/ObservabilityAgent ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics  

The Wall Street Journal reported that a $13 billion AI startup is betting on cheaper alternatives to OpenAI and Anthropic. Enterprises are shifting from pilots to production and seeking to control inference costs across support, copilots, and content workflows. Open source options such as Meta's Llama and models from Mistral enable targeted deployments with retrieval and fine-tuning to improve cost predictability. Procurement teams weigh SLAs, latency, security certifications, data retention, indemnity, and regional hosting against premium providers. Vendors distribute through AWS, Microsoft Azure, and Google Cloud marketplaces, while access to Nvidia accelerators influences performance and cost. Pricing includes per token and per seat plans, with some platforms routing simple tasks to lower cost models and reserving premium models for complex work. Founders are advised to build evaluation harnesses, track cost per outcome, and negotiate for predictable terms.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

The Department of Homeland Security is taking the next step toward reaching its cloud aspirations by officially bringing the first vendor onboard its Cumulus project, according to contract documents published last Friday. The agency awarded nearly $2.6 billion to Amazon Web Services via a single-award indefinite delivery, indefinite quantity contract for its cloud offerings, including Infrastructure as a Service, training and marketplace solutions. Cumulus was first introduced in January as part of procurement forecasting documents that outlined DHS's plan to increase the efficiency, flexibility and effectiveness of its cloud purchases in the hopes of unlocking “significant discounts.” At the time, DHS anticipated potential contracts would surpass $100 million, which is the ceiling for estimates on the Acquisition Planning Forecast System platform. The Cumulus project marks the first time cloud service providers have been tapped at an agencywide level, rather than by individual components. DHS plans to bring on other notable cloud providers. Oracle Cloud Infrastructure is expected to join next quarter, as is Google Cloud and Microsoft Azure. The award amounts for those contracts have not yet been disclosed. More than 2 in 5 IRS IT employees have either been separated from the agency or involuntarily reassigned to other positions during the second Trump administration, according to a watchdog report released last week. In its third workforce snapshot since President Donald Trump began his second term, the Treasury Inspector General for Tax Administration found that the IRS lost 30% of its workforce (31,273 staffers) from January 2025 through January 2026, though it also added 2,000-some positions for a net decrease of 28%. Those departures were a mix of voluntary separations, deferred resignations or other incentive-induced exits. Among the tax agency's IT staff, 42% are gone, including 29% (2,497 individuals) who departed via separation or workforce reduction efforts. The remaining 13% (1,143 employees) were reassigned to the chief operating officer's staff, per the report. “According to the IRS, restructuring the IT department allowed them to simplify and align technical work with the agency's mission and core functions,” TIGTA reported. “IRS officials stated that the reassignment was not performance-related but was done to support Chief Operating Officer responsibilities.” Those non-IT responsibilities included the oversight of integrated support functions, implementing economy-of-scale efficiencies and facilitating better business practices, tax agency officials told the watchdog. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Welcome to episode 358 of The Cloud Pod, where the weather is always cloudy!  Justin, Matt, and Ryan (who, rumour has it, was working on an Eagles music podcast) are in the studio this week to bring you all the latest in AI and cloud news (and begging for a AI spend limit increase), including anthropic wanting everyone – except themselves – to slow down AI development, GitHub's insane number of commits, and even an announcement from CoreWeave, plus so much more. Let's get started!  Titles we almost went with this week Stop Configuring Domains One by One Like a Peasant SSH Into Your AI Agent Like It’s 1999 Your AWS Bill Finally Has an AI Babysitter Stop Blaming Engineering, the AI Will Do It Now GPU Queue Anxiety Meet Your Serverless Spark Therapist One Wildcard Certificate to Rule All Subdomains One PTU Reservation to Rule All Regions Twelve Billion Parameters Walk Into a Laptop Squeezing Gemma 4 Until the Bits Cry Azure Cobalt 200 VMs Are Really Arm-ed and Dangerous AI has gone all Fables and Myth Arm-ed she blows: but probably not to a region near you Dash to change your password as Dashlane gets owned Siri AI shows just how slow Gemini is AI Announces going public, and then spreads Myths about AI development A big thanks to this week's sponsors: There are many cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will.  Check out thecloudpod.net/archera to schedule a demo today.  General News 01:27 How GitHub plans to win developers back GitHub’s scale challenge has grown substantially beyond earlier projections.  The platform processed 1 billion commits in all of 2025, but now handles 1.4 billion commits per month, with AI agents alone generating over 17 million pull requests monthly. The technical remediation work has shifted from surface-level scaling to architectural rebuilding. GitHub has addressed MySQL contention, moved webhooks off MySQL entirely, rewritten the GitHub Actions job dispatch system, and is migrating performance-sensitive code from its Ruby monolith to Go. GitHub’s migration to Microsoft Azure, previously reported as a capacity move, is now described as a deeper infrastructure overhaul.  The goal is service isolation so that a degraded subsystem like Actions does not cascade failures to Git or other core services. Microsoft is providing engineering support from teams with experience scaling systems at comparable load levels, which represents a more direct operational involvement than what was previously discussed. New feature releases like the

Apple shipped Apple Intelligence at WWDC with a new Siri that uses personal context across native apps and runs on a foundation model distilled from Google's Gemini. OpenAI filed a confidential draft S1 with the SEC a week after Anthropic quietly filed theirs, and we walked through what an IPO actually means for the user. Claude Mythos may have already appeared on Microsoft Azure as Claude 5, and it is beating Opus 4.6 on every agentic coding benchmark. And Google cut AI Plus to 5 dollars a month, doubled the storage tier, and shipped a Notebook LM update built for agentic research.Resources1. New Siri AI powered by Apple Intelligencehttps://x.com/tim_cook/status/2064107489847816292https://x.com/signulll/status/20641118847193213822. OpenAI files for potential IPOhttps://x.com/OpenAINewsroom/status/2064094175541461220

Cybersecurity Today for June 2, 2026. Microsoft has backed away from its hard-line stance against vulnerability researchers after widespread criticism from the security community. The dispute began after independent researcher Nightmare Eclipse published proof-of-concept code for unpatched Microsoft vulnerabilities, triggering a public debate over responsible disclosure, zero-days, and researcher relations. Cybersecurity Today would like to thank Material Security for sponsoring this podcast. Material Security provides faster, more complete detection and response for email, identity, and data threats inside Google Workspace and Microsoft 365. You can contact them at material[dot]security. Carnival Corporation disclosed a social-engineering attack that led to the theft of sensitive personal information affecting nearly six million people. Exposed data includes names, contact information, dates of birth, and government identification details. The ShinyHunters cybercrime group has claimed responsibility and alleges the breach involved even more records. Password manager provider Dashlane temporarily locked some customers out of their accounts after large-scale password-guessing attacks triggered automated security protections. Access was later restored, although some users reported lingering issues. The episode also examines a software supply-chain attack uncovered by Wiz involving 32 Red Hat Cloud Services NPM packages. Attackers compromised a Red Hat employee's GitHub account and inserted Miasma malware designed to steal Google Cloud and Microsoft Azure credentials. Timestamps: 00:00 Sponsor Message 00:28 Headlines And Intro 00:55 Microsoft Researcher Dispute 02:58 Carnival Cruise Data Breach 04:48 Dashlane Lockouts Explained 06:09 Miasma Malware Supply-Chain Attack 08:10 Wrap Up And Sign Off 08:31 Sponsor Deep Dive #Cybersecurity #DataBreach #Carnival #Microsoft #Dashlane #RedHat #SupplyChainAttack #CyberSecurityToday

Timestamps:07:20 - Building a European Alternative in Cloud Services14:02 - Leadership Style and Team Dynamics18:01 - Navigating the Fast-Paced Cloud Industry21:30 - Switzerland's Role in Europe's Digital SovereigntyThis episode was co-produced with Innovaud, the innovation and investment promotion agency for the canton of Vaud. Episode description:Mathias Nöbauer is the CEO of Exoscale, a European sovereign cloud provider helping organizations run applications and infrastructure under European jurisdiction. With more than 25 years of experience across software development, today, he is focused on building a European alternative to the dominant US cloud providers while helping organizations navigate an increasingly complex technology landscape.In this episode, we discuss why digital sovereignty is moving from a legal and compliance concern to a strategic business priority, how Europe's dependence on foreign technology infrastructure creates new risks for companies and governments, and why Europe needs to invest more boldly in its own technology ecosystem. Mathias also shares how Exoscale competes against hyperscalers like AWS, Microsoft Azure, and Google Cloud, and why he believes sovereign cloud infrastructure will become increasingly important for Europe's future prosperity.We also explore how to build trust in critical infrastructure businesses, the leadership lessons Mathias has learned from scaling an engineering-led company, and Switzerland's unique position as a trusted hub that could help shape Europe's digital future. Along the way, we discuss talent development, risk-taking in European entrepreneurship, and why innovation, sovereignty, and prosperity are more connected than many people realize.The cover portrait was edited by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.smartportrait.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.‍Don't forget to give us a follow on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.

Snowflake reported a first quarter fiscal 2027 earnings beat and announced a new $6 billion multi-year agreement with Amazon Web Services, according to Quartz. The quarter covered the period ending April 30, 2026. The deal points to deeper alignment with AWS through potential minimum spend, co-selling, engineering collaboration, and marketplace incentives. Customers should assess impacts on pricing, discounts, and lock-in while benchmarking against Microsoft Azure and Google Cloud. Competitive pressure from Databricks, Microsoft, and Google continues as AI workloads expand. Founders can use this development to revisit contracts, optimize workload placement, and plan budgets and runway for the next year.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to episode #1038 of Thinking With Mitch Joel (formerly Six Pixels of Separation). At a time when technology feels simultaneously more powerful and more opaque than ever, Marcus Fontoura is making a case for something many people feel they've lost: agency. A Technical Fellow and Corporate Vice President at Microsoft, Marcus has spent decades helping build the infrastructure that powers the modern internet, including leadership roles at Microsoft Azure, Google and IBM. His new book, Human Agency In A Digital World, is both a guide to understanding the technologies shaping our lives and a reminder that we are not merely passengers along for the ride. Drawing on his experience building cloud computing platforms and large-scale digital systems, Marcus demystifies everything from search engines and social media to artificial intelligence and cloud infrastructure, arguing that technological literacy should be as fundamental as understanding economics or government. In this episode, Marcus explores the growing gap between the people building technology and the people living with its consequences. He discusses social media's impact on mental health, misinformation, polarization, AI's role as a prediction engine rather than an autonomous intelligence, and the importance of regulation in areas where technological progress has outpaced public understanding. At the same time, Marcus offers a deeply optimistic vision of the future. He believes that access to information, computing power and AI tools can empower a new generation of scientists, entrepreneurs and problem-solvers to tackle challenges ranging from healthcare and education to climate change and scientific discovery. Rather than viewing technology as something happening to us, Marcus argues that understanding how these systems work is the first step toward shaping how they evolve. What emerges is a thoughtful conversation about curiosity, responsibility, innovation and the enduring role of human judgment in an increasingly digital world. Enjoy the conversation… Running time: 47:25. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with Marcus Fontoura. Human Agency In A Digital World. A Platform Mindset. Follow Marcus on LinkedIn. Chapters: (00:00) - Introduction to Marcus Fontoura and His Role at Microsoft. (02:54) - Understanding the Cloud and Its Impact on Society. (06:06) - Human Agency in a Digital World. (08:57) - The Complexity of AI and Technology. (12:00) - The Role of Regulation in Technology. (15:07) - The Real-World Applications of AI. (17:59) - The Challenges of Social Media and Mental Health. (20:55) - The Need for Societal Engagement in Technology Regulation. (26:26) - The Challenge of Fake News and Agency. (27:00) - Empowering Future Generations. (31:27) - The Role of Human Agency in Technology. (34:01) - Concerns Over AI and Misinformation. (40:44) - Understanding AI Code Generation. (46:55) - The Pursuit of AGI and Its Implications. (50:08) - Technology's Role in Promoting Equality.

In this episode of Growing Ecommerce, Mike Ryan and Chris Scharmueller dive into the much-anticipated updates to the OpenAI ads platform and break down Google's staggering Q1 earnings report.While OpenAI has finally transitioned their ad platform from a primitive Excel spreadsheet to a proper User Interface, their highly publicized shift to a CPC model is raising major red flags. We break down the math behind their highly constrained $3 to $5 max CPC range, revealing how it mathematically equates to the exact same astronomical $60 effective CPM they originally launched with. We discuss why advertisers should demand more transparency and control before shifting their performance budgets to ChatGPT.We also unpack Google's unstoppable Q1 momentum. With a massive $110 billion in revenue and an 80% spike in earnings per share, Google is silencing the "death of Search" narrative. We explore their impressive 19% core Search growth, the staggering 63% surge in Google Cloud that is heavily outpacing AWS and Azure, and why Google's massive $180 billion CapEx guidance for 2026 solidifies their dominance in the AI arms race.Key Takeaways:• The OpenAI Ad Trap: Don't be fooled by OpenAI's new CPC bidding model. By forcing advertisers into a strict $3 to $5 CPC range, the platform is essentially maintaining its premium $60 effective CPM under a disguise. Advertisers should hold off on shifting performance budgets until real incrementality and transparency are proven.• Search is Still Thriving: Despite the ongoing narrative that AI will kill traditional search engines, Google's core Search product grew by 19% year-over-year. The search giant's core advertising flywheel remains the most reliable engine for ecommerce growth.• Google Cloud is Winning the AI War: Google Cloud (GCS) achieved a staggering 63% year-over-year growth, heavily outpacing Amazon AWS (28%) and Microsoft Azure (39%). Powered by deep Gemini integration and proprietary TPUs, Google's vertical integration puts them in a unique position to dominate the next decade.Resources & Links:• Access all our webinars, reports, and playbooks in our Knowledge Hub: https://smarter-ecommerce.com/en/knowledge-hub/ • How is your industry stacking up in the market? Find out with smec's Google Ads Benchmarks: https://smarter-ecommerce.com/en/smec-market-observer/About Smarter Ecommerce (smec):Smarter Ecommerce (smec) empowers e-commerce brands with AI-driven PPC automation that optimizes for profit and business outcomes while maintaining strategic control.The platform activates first-party data - profit margins, customer lifetime value, and key business metrics - to automate campaign optimization toward goals like profitability and efficient growth, while detailed campaign insights provide full transparency and enable PPC teams to focus on strategic oversight rather than manual execution.As a Google Premier Partner and three-time Microsoft Retail Partner of the Year, smec manages over €500 million in ad spend and drives €5B+ in annual e-commerce revenue for 350+ global retail clients including THG, Snipes, REWE, and Intersport.Make sure to follow smec - Smarter Ecommerce for more performance marketing insights:smec - Smarter Ecommerce: https://www.smarter-ecommerce.comLinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbhNewsletter: https://smarter-ecommerce.com/en/newsletter/Instagram: https://www.instagram.com/smarterecommerce/

In this episode, we welcome back Kieren James-Lubin to explore the evolution of blockchain infrastructure from the earliest days of Ethereum to the emerging world of "HardFi", programmable finance backed by real-world assets. The conversation also includes a special reveal from the team building the financial infrastructure backed by hard assets like gold and silver, offering listeners an early look at the launch of tokenized commodities and an on-chain collateral market. Long before institutional digital asset adoption, the team behind Strato was building Ethereum infrastructure for enterprises, governments, and global industrial organizations, helping launch one of the first Blockchain-as-a-Service offerings with Microsoft Azure and co-founding the Enterprise Ethereum Alliance. For over a decade, they have operated blockchain systems in production environments where reliability, compliance, auditability, and settlement infrastructure mattered. Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

Microsoft (MSFT) needs to show its AI CapEx spending is paying off, says John Belton. His focus will be on Microsoft Azure cloud growth and ways Copilot plays a role in it. "If they can show a good story" regarding the AI trade, "this is a stock that definitely has a lot of upside," says John. Tom White offers an example options trade for the Mag 7 giant. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Meet Ben Miller, Senior Vice President of Data Science and Analytics at Bonterra, and Tanuja Korlepra, Chief Technology Officer at Bonterra.  Starting the conversation, Ben shares his experience in fundraising analytics and industry research, while Tanuja mentions her background in big tech, including work with Amazon Web Services and Microsoft Azure, and her passion for using technology to drive meaningful impact.  The conversation introduces Bonterra as a mission-driven company that supports nonprofits through fundraising tools, donor engagement, and campaign management. Ben reflects on the early days of AI in fundraising, when predictive models faced skepticism, and contrasts that with today's rapid adoption following breakthroughs such as ChatGPT.  Tanuja and Ben discuss key AI concepts -predictive, generative, and agentic- and highlight Bonterra's innovation, "Bonterra Que," an intelligent AI coach designed to help nonprofits improve fundraising outcomes. They also address the challenges of AI adoption, encouraging organizations to focus on practical use cases rather than hype.  The episode closes with a strong emphasis on ethical AI, trust, and the shift toward outcome-driven solutions that empower nonprofits to achieve real-world impact more effectively.  HIGHLIGHTS [03:37] Overview of Bonterra and Its Mission   [06:40] Evolution of AI in Nonprofit Sector   [10:34] Challenges and Opportunities in AI Adoption   [15:09] Understanding Predictive, Generative, and Agentic AI   [20:54] Development and Impact of Bonterra Que   [30:01] Feedback and Success Stories from Bonterra Que Users   [33:27] Outcomes as a Service in Fundraising   [39:22] Responsible and Ethical Use of AI   Resources:  Connect with Ben and Tanuja:  LinkedIn (Ben): linkedin.com/in/ben-miller  Email (Ben): ben.miller@bonterratech.com    LinkedIn (Tanuja): linkedin.com/in/tanuja-korlepra  Email (Tanuja): tanuja.korlepra@bonterratech.com 

Welcome to Episode 425 of the Microsoft Cloud IT Pro Podcast. In this audio and video episode recorded live at Microsoft headquarters during the MVP Summit, Ben welcomes a return guest, Joy Apple, to the Microsoft Cloud IT Pro Podcast and discuss her 20-year career in the Microsoft collaboration space, from financial services to SharePoint training, consulting, and her current role at Orchestry Software. Joy explains Orchestry as a Microsoft 365 governance automation layer covering templated provisioning for SharePoint and Teams, archiving policies (including Microsoft 365 Archive), guest management, and OneDrive governance. They emphasize that AI and Copilot amplify existing information architecture, permissions, and data hygiene issues, making governance more critical. They describe the MVP Summit as a “family reunion” where MVPs attend sessions and reconnect with peers. Joy and Ben also spend some time describing paths becoming an MVP and how much they just enjoy the community around the Microsoft 365 ecosystem and connecting with people both at MVP Summit as well as various conferences throughout the year. About Joy Apple Joy is a Microsoft MVP and Director of Success and Enablement at Orchestry. With years of experience as an information technologist, I'm dedicated to helping organizations implement technology with a purpose-driven, “human-first” approach, ensuring tools like Microsoft 365 empower people to do their best work. Teaching and knowledge-sharing are at the heart of what I do. Whether it's through volunteering in the Microsoft Community, speaking at events, or writing as the “Joy of SharePoint,” I'm passionate about helping others unlock their potential with modern workplace solutions. Im also a cohost of the Guardians of M365 Governance podcast, where I explore the challenges and rewards of governance, and a columnist for She is Tulsa, a quarterly magazine celebrating impactful stories from my local community. Outside of work, you'll often find me enjoying live music or discovering new spots in Tulsa, Oklahoma, combining my love of connection and creativity wherever I go. Show Notes See the recording from the Microsoft Studios! Joy Apple on LinkedIn The Microsoft 365 Maturity Model – Governance, Risk, and Compliance Competency The Microsoft MVP Communities About the MVP Program Overview of Microsoft 365 Archive Guests in the Microsoft 365 admin center Mitigate Oversharing to Govern Microsoft 365 Copilot and Agents Orchestry About the sponsors   TrustedTech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Our robust team of in-house, U.S-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program. M365 Licensing Consultation M365 Tenant Assessment Copilot Readiness Assessment Your migration and governance solution for Microsoft 365 ShareGate helps your teams simplify tenant migrations, get Copilot-ready, and take control of Microsoft 365 governance. Our Microsoft 365 experts and Microsoft Azure experts focus on the Microsoft cloud, so you can focus on what you do best! Learn more how we can help you!

In this episode of Cloud Wars Live, Bob Evans speaks with Nathan Thomas, Senior Vice President of Product Management for Oracle Cloud Infrastructure, about the explosive growth and transformative potential of Oracle's multi-cloud database strategy. Thomas explains how Oracle is enabling customers to run mission-critical databases across AWS, Microsoft Azure, and Google Cloud while unlocking new AI-driven innovation. Their discussion dives into how multi-cloud is reshaping enterprise mindsets, accelerating cloud migrations, and helping organizations fully leverage their data for next-generation applications and agentic AI. Multi-Cloud Momentum The Big Themes: Multi-Cloud Demand Explodes: Oracle's multi-cloud database is seeing massive demand, driven by customers wanting to run Oracle workloads in the same cloud environments as their applications. This shift eliminates friction between systems. The surge is amplified by AI, as organizations look to connect their data with services like Gemini, Bedrock, and Copilot. The reported 500%+ growth reflects not just technical appeal but a fundamental change in how enterprises think about infrastructure. AI Is the Growth Catalyst: Artificial intelligence is accelerating multi-cloud adoption at an unprecedented pace. Customers want their data co-located with AI tools and pipelines, enabling faster insights and innovation. Instead of moving data across environments with latency constraints, multi-cloud lets organizations bring AI to their data. This creates a powerful feedback loop where better access drives more experimentation and faster results. New Builders, New Energy: The adoption of multi-cloud is bringing in a new generation of developers and AI-focused professionals. These users are actively engaging with enterprise data to build innovative applications and AI-driven solutions. This marks a shift from traditional, tightly controlled database environments to more dynamic, accessible platforms. Organizations are no longer treating their data as static assets, they're using it as a foundation for continuous innovation and competitive advantage. The Big Quote: “We hear from customers a lot that they struggle with what I would call the tyranny of choice. There's just way too many options, way too complicated." More from Nathan Thomas and Oracle: Connect with Nathan on LinkedIn or learn more about Oracle and multi-cloud. Visit Cloud Wars for more.

https://clearmeasure.com/developers/forums/ James World is a technology leader with decades of hands‑on engineering experience, enabling enterprises to thrive through modern cloud and AI‑driven solutions. He has spent well over ten years architecting cloud‑native platforms on Microsoft Azure, guiding multiple development teams through complex digital transformations while remaining deeply involved in the code and critical technical decision‑making. His background spans financial services and other enterprise environments where reliability, performance, and scalability are non‑negotiable. He is a Microsoft Certified Azure Solutions Architect Expert and a polyglot developer, with extensive commercial experience primarily in .NET and C#, applied across distributed systems, event‑driven architectures, and modern AI integration patterns. He is currently focused on driving responsible and effective adoption of Generative AI within the enterprise—from engineering productivity and product enhancement to business‑assistive tooling. He has been involved with AI initiatives and won several AI hackathons, helping organizations move from experimentation to meaningful strategic value. He enjoys solving complex problems, mentoring engineers, and sharing practical insights on architecture, modern software development, and AI‑augmented delivery practices. He believes technologists never stop learning—and that commitment is what keeps the industry exciting. Mentioned in This Episode Context7 GitHub SpecKit OpenSpec Striker for mutation testing Want to Learn More? Visit AzureDevOps.Show for show notes and additional episodes.

In this episode, Scott Becker shares discusses Microsoft's growth in Microsoft Azure and AI keeping its long term outlook strong, despite being down nearly 18% year to date.

In this episode, Scott Becker shares discusses Microsoft's growth in Microsoft Azure and AI keeping its long term outlook strong, despite being down nearly 18% year to date.