Traders price an outsized Microsoft move as AI capex scrutiny mounts
Options traders are positioning for a swing of roughly $190 billion in Microsoft’s market value after its results, an unusually large bet on a single earnings report. The pricing, reported by Reuter [...]
Recursive is spending two-thirds of its funding on one AWS bill, and calls it small
Richard Socher’s new AI lab has just made an unusual bet with its money. Recursive has committed about $410m to a single, multi-year cloud contract with Amazon Web Services. That is roughly two-thir [...]
groundcover Raises $100 Million Series C to Scale AI-Era Observability Platform
Cloud observability company groundcover has raised $100 million in Series C funding as it looks to expand a platform designed to help engineering teams and AI agents understand increasingly complex pr [...]
Nimble claims its new, domain-specialized Web Search Agents cut token costs in half while boosting retrieval accuracy
Nimble, a New York City-based tech startup VentureBeat previously covered for its efforts to re-invent web search for enterprises by using multiple AI agents to improve accuracy and depth, is taking a [...]
Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off
Microsoft went into its earnings facing one question: is the vast AI spending working? The numbers said yes, mostly. Revenue rose 18% to $90bn for the quarter to 30 June, and net income climbed 31% to [...]
The Growing Challenge of Digital Identity Is Shaping IntegraTRACE’s Vision for Enterprise Visibility
Enterprise technology has become significantly more interconnected over the past decade. Cloud platforms, automation, artificial intelligence, and software integrations have allowed organizations to o [...]
Meta lifts the floor on its AI spending as revenue jumps but cash flow collapses
Meta told investors it will spend even more on artificial intelligence this year, narrowing its capital-expenditure forecast for 2026 by lifting the floor rather than the ceiling. The company now expe [...]
