Microsoft stock surged after Azure cleared $100 billion for the first time

The software company beat Wall Street expectations on revenue and earnings as Azure growth accelerated to 43% in the fourth quarter [...]

Nscale Buys Anyscale to Move Up the AI Compute Stack

Nscale, the AI cloud operator that builds its own data centers and generates its own power, has agreed to buy Anyscale, the company behind the Ray distributed-computing framework. The acquisition, ann [...]

Hush Security says the AI security problem has shifted from protecting models to governing identities as autonomous agents spread

Less than a year after emerging from stealth to tackle non-human identity security, Israeli cybersecurity startup Hush Security believes the enterprise AI security conversation has fundamentally chang [...]

Xsight Labs Raises $300M for Programmable AI Network Silicon

Xsight Labs said it has closed a funding round of more than $300 million at a $2.8 billion post-money valuation, capital the fabless chip designer will spend pushing its programmable Ethernet switches [...]

Microsoft adds over $450 billion, the biggest one-day market cap gain in U.S. history

Microsoft stock surged 16% on Thursday after the company forecast Azure cloud growth well above analyst expectations [...]

Tim Cook called Apple's on-device AI a 'competitive weapon' in his final earnings call as CEO

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure [...]

Amazon jumped 13%. Apple fell 7%. The AI trade is picking clear winners again

Strong cloud results lifted Amazon and chipmakers, while Apple's service revenue shortfall sent its stock lower ahead of Friday's open [...]

AI Infrastructure Growth Is Reshaping the Cyber-Physical Threat Landscape

AI is rapidly becoming a foundational layer of modern infrastructure. Organizations are investing heavily in AI-powered systems, expanding data center capacity, integrating cloud platforms, and deploy [...]

Amazon jumps as AWS growth soothes fears over its AI spending

Amazon shares jumped more than 12% after its cloud division posted its fastest growth in over four years, easing investor fears that the company’s ballooning AI spending was running ahead of the pay [...]