Alibaba's profit nearly vanished but cloud revenue surged on AI demand

The Chinese tech giant posted adjusted net income of just $12 million in the March quarter, while cloud revenue rose 38% on AI demand [...]

Why sovereign cloud starts with smarter workload placement

Moving from a public, private or hybrid cloud environment into a sovereign one demands real planning. [...]

Microsoft's unreleased cloud controller has been spotted in the wild and it's teeny

It reportedly uses Wi-Fi to directly connect to the Xbox Cloud Gaming service, for lower latency. [...]

Two new Xbox controllers have leaked online: an Xbox Elite Series 3 with a removable battery and an odd-looking cloud controller

The designs for two Xbox controllers have leaked online, offering a first look at Microsoft's new Xbox Elite Series 3 and a cloud gaming controller. [...]

Claude’s next enterprise battle is not models: it’s the agent control plane

New VB Pulse data shows Microsoft and OpenAI leading enterprise agent orchestration, but Anthropic’s first measurable foothold points to a larger fight over who controls the infrastructure where AI [...]

Blackstone takes the majority position in Google’s new TPU cloud

The two have formed a joint venture to build a US-based AI compute-as-a-service business on Google’s TPUs, with $5bn of Blackstone equity, $25bn total deal value including leverage, and 500 MW of ca [...]

GitHub confirms 3,800 internal repos stolen through poisoned VS Code extension as supply chain worm hits Microsoft’s Python SDK

GitHub confirmed on May 20 that a poisoned VS Code extension installed on an employee’s device gave attackers access to roughly 3,800 internal repositories at the Microsoft-owned code storage and au [...]

Cerebras says its chips run a trillion-parameter AI model nearly 7 times faster than GPU clouds

Less than a week after completing the largest tech IPO of 2026, Cerebras Systems is making its most aggressive play yet to dominate the fast-growing AI inference market. On Monday, the Sunnyvale-based [...]

Merck and Mastercard are seeing real agentic AI results. Both say the plumbing came first.

Merck is using AI agents to cut drug discovery cycles by a third and ship compliant marketing materials up to 80% faster — but VP of Digital Platforms Sean Finnerty says the only reason it's wo [...]