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Sunday Insights

Google and Microsoft Face Less AI Spending Risk Than Meta, Amazon

By Martin Peers · Nov 2, 2025 8:00am PST · 1 comment
Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a... Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to...
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The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...
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Applied AI

Microsoft’s AI Bundle Gets In Trouble

By Aaron Holmes and Kevin McLaughlin · Oct 28, 2025 10:30am PDT
Microsoft last year got more aggressive about getting people to pay up for artificial intelligence features in its Office productivity suite, such as those that draft emails or summarize documents. It began including AI features by default and raising the baseline price of Office for individual consumers by 30%. The maneuver paid off, as... Microsoft last year got more aggressive about getting people to pay up for artificial...
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Exclusive

Nvidia Steps Back From Cloud Effort to Compete with AWS

By Anissa Gardizy · Sep 12, 2025 6:00am PDT
Nvidia is stepping back from its nascent cloud computing business, which had put it in quasi-competition with Amazon Web Services. It has lessened its efforts to attract businesses to the cloud service, dubbed DGX Cloud, said a person with direct knowledge of the situation. Instead, Nvidia plans to primarily use the service, which consists of... Nvidia is stepping back from its nascent cloud computing business, which had put it in...
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Applied AI

AWS Took its Time Disclosing Security Flaw in AI Coding Tool

By Kevin McLaughlin · Jul 24, 2025 11:19am PDT · 1 comment
While artificial intelligence-powered coding is jet fuel for developer productivity, a string of incidents in recent months shows why customers should tread carefully in this version of the Wild West. In the latest worrisome development, a hacker recently found a way to upload malicious code to an Amazon Web Services’ AI coding assistant, Q... While artificial intelligence-powered coding is jet fuel for developer productivity, a string of...
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Applied AI

AWS’ Free Agent Targets Microsoft Customers

By Aaron Holmes and Kevin McLaughlin · Jul 17, 2025 10:00am PDT
As Microsoft and Amazon Web Services have dueled over cloud customers in the past decade, one of Microsoft’s biggest advantages has been its base of corporate customers that run Windows software on their local servers and want to move it to the cloud. AWS has complained about this dynamic for years, saying the Windows licenses effectively... As Microsoft and Amazon Web Services have dueled over cloud customers in the past decade, one of...