Microsoft’s AI spending became cloud revenue. Meta’s became a cash-flow hole.
Two of the biggest AI spenders reported on the same day. Microsoft’s spending showed up as cloud revenue. Meta’s showed up as a hole in its cash flow. Meta’s revenue rose 28% to $60.8bn, beating [...]
Companies are finally seeing AI ROI — and now they know how much more value it can deliver
Presented by SAPEnterprise AI has moved from experiment to execution, and that shift is beginning to show real returns. The SAP Value of AI Report 2026, produced with Oxford Economics and based on a s [...]
Scale AI hired a cloud salesman as CEO. That tells you where it’s going.
A year after its founder left for Meta, Scale AI has a new boss. The choice says a lot about where the company is heading. It has named Francis deSouza, a veteran enterprise-cloud executive, as chief [...]
AI price wars: OpenAI cuts GPT-5.6 Luna prices by 80% as model competition shifts toward cost
To quote an ancient Jedi Master "Begun, the AI price wars have!"OpenAI is sharply reducing the prices of two models in its GPT-5.6 frontier series, cutting GPT-5.6 Luna, the smallest and fas [...]
