Clouds

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Mustafa Suleyman, CEO of Microsoft AI. Photo by David Ryder/Getty Images
AI Agenda

Microsoft to Release New Coding Model Next Week in Comeback Attempt

By Aaron Holmes · May 28, 2026 7:00am PDT
Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference for app developers in San Francisco. The question is whether it can win over these people.The company plans to unveil a coding model to boost the competitiveness of Microsoft-owned GitHub Copilot, a coding assistant whose early lead in the AI coding... Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference...
Art by Mike Sullivan
Exclusive

Apple to Renew Push for AI That Runs on Devices, Instead of the Cloud

By Aaron Tilley · May 28, 2026 6:00am PDT
At Apple’s annual developer conference next month, the star of the show will be a series of long-delayed artificial intelligence upgrades to the iPhone. But the company is also expected to emphasize what could be an underrated asset in its efforts to catch up in AI: Its ability to run AI models on the billions of Apple devices in circulation. ... At Apple’s annual developer conference next month, the star of the show will be a series of...
Snowflake CEO Sridhar Ramaswamy
The Briefing

Snowflake Shows Some Immunity to the SaaSpocalypse

By Kevin McLaughlin and Laura Bratton · May 27, 2026 5:36pm PDT
Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some providers are in better shape than others.Snowflake shares jumped more than 35% to their highest point since December after the database provider said its most-watched... Shares of traditional software providers have been battered this year over AI fears. Investors’...
Michael Nagle/Bloomberg via Getty Images.

Poor Tech IPO Performance Clouds Outlook for New Listings

By Cory Weinberg and Valida Pau · Dec 23, 2025 6:00am PST · 1 comment
More than two-thirds of this year’s tech initial public offerings are trading below their listing prices, a poor reception that is casting doubt on the prospects for companies hoping to hit the market next year. The exceptions are the eagerly awaited deals from giants such as SpaceX and Anthropic. Among this year’s stumbles were venture-backed... More than two-thirds of this year’s tech initial public offerings are trading below their listing...
AWS CEO Matt Garman. Photo by Noah Berger/Getty Images
Applied AI

In a Reversal, AWS Makes it Easier For AI Customers to Use Rival Clouds

By Kevin McLaughlin and Aaron Holmes · Dec 2, 2025 10:33am PST
Amazon Web Services and Google Cloud are arch-rivals in the cloud computing market, so it was surprising to hear them announce Monday that they’re working to make it easier for their joint customers to move data and develop applications that run on both clouds. Tech companies are constantly issuing announcements about working together, but... Amazon Web Services and Google Cloud are arch-rivals in the cloud computing market, so it was...
Art via Mike Sullivan
Applied AI

AWS, Google Race to Fill the Gaps in Their AI Clouds

By Aaron Holmes and Kevin McLaughlin · Jul 15, 2025 11:01am PDT
The artificial intelligence boom is already visibly reshaping the cloud wars. For instance, Amazon Web Services looked like an insurmountable front-runner just a few years ago, but Google has made gains among AI developers thanks to its ability to serve some models at a much lower price, my colleague Kevin reported yesterday.More broadly, we’re... The artificial intelligence boom is already visibly reshaping the cloud wars. For instance,...