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The Microsoft trap: One outage can bring the business world tumbling down
Microsoft outage: The digital transformation that promised uninterrupted productivity has also created new points of systemic vulnerability. A world that has moved its offices, correspondence, records and increasingly its decision-making into the cloud cannot afford to discover that its business continuity depends on a single provider keeping its servers running.
Anthropic IPO: Why are Nvidia, Google, Microsoft and AMD investing billions in their own AI competitor? What Big Tech stands to gain from the Claude maker
Anthropic IPO: Anthropic is set to receive a significant $26 billion investment through its upcoming IPO from several technology companies. Major contributors include Google, Nvidia, and AMD, each seeking commercial advantages. This financial backing will support Anthropic's expansion and operational needs, including increased computing infrastructure. The participating companies aim to benefit from Anthropic's growth while addressing their own strategic interests in the AI market.
Anthropic unveils Fable 5.2 and Mythos 5.2, its most powerful AI models yet: All you need to know
In a blog post, Anthropic said both models improve on coding, reasoning and vision, and cost less than the 5.1 versions. “Testers have found that Fable 5.2 and Mythos 5.2 communicate more clearly than past Fable and Mythos models,” it added.
Naga Chaitanya & Sobhita Dhulipala's 6-bedroom villa in Hyderabad's Jubilee Hills is a luxury haven blending traditional Telugu architecture with modern comforts
Naga Chaitanya and Sobhita Dhulipala are reportedly living in an 8,500-square-foot luxury villa in Hyderabad's Jubilee Hills, estimated to be worth around Rs 15 crore. According to reports, the property features six bedrooms, a home theatre, a swimming pool, a library, a gym and landscaped gardens. The residence reportedly combines modern interiors, smart home technology and traditional Telugu architectural elements.
AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
Why is Microsoft borrowing $25 billion after offering buyouts to 60,000 employees?
Microsoft 25 billion bond sale: Microsoft is raising $25 billion through a bond sale as AI infrastructure costs rise, days after offering voluntary buyouts to nearly 60,000 employees. The company expects up to 3,000 employees to accept the exit offer as it prepares to spend $175 billion on capital expenditure in 2026.
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Amazon cloud business accelerates but shares drop on profit miss
Amazon experienced a notable decline of over seven percent in its shares following the release of its quarterly earnings, which failed to meet analyst forecasts. The tech giant reported a total revenue of $201.9 billion, revealing struggles across multiple sectors. Nonetheless, the growth of its AWS cloud division stood out as a silver lining.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies' cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while Alphabet faces challenges due to rising AI costs. Alphabet's spending has surpassed its operating cash flow, raising concerns about its financial sustainability. In contrast, Microsoft's strong cash flow and forecasted growth indicate effective AI investment returns.
Cyberattacks hit NBFCs; Pine Labs Q2 profit zooms
Cyber criminals are targetting smaller NBFCs with specialised AI toolkits. This and more in today’s ETtech Top 5.
If you’d invested $1,000 in Oracle stock 20 years ago, here’s how much you’d have today
Oracle stock shot up in September 2025 after OpenAI agreed to buy $300 billion of computing power from it over five years. The mood then changed. Oracle planned $50 billion in capital spending for fiscal 2026, had negative free cash flow and carried more than $100 billion in debt. By March, the shares had lost more than half their value from the peak. On October 28, Oracle closed 10.73% higher at $144.54, its best day since May.
Microsoft, Oracle outshine Alphabet as investors demand AI returns
Wall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on strong cash flow prospects, while Alphabet shares plunged amid rising capital expenditure and slower search growth. Investors are prioritising sustainable returns, profitability and cash generation over aggressive artificial intelligence infrastructure expansion.
Big Tech earnings: Microsoft, Google see cloud revenues surge
Microsoft's total revenues hit $92.3 billion against expectations of $90.6 billion, with profits of more than $36.6 billion versus the $35.1 billion analysts had forecast, according to FactSet.
Alphabet's heavy cloud spending drives bigger-than-expected cash burn
The company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to data compiled by LSEG.
Microsoft beats expectations fueled by Azure cloud business
Microsoft has unveiled its impressive financial performance, reporting a revenue of $92.3 billion and profits soaring past $36.6 billion. The Azure cloud services experienced a remarkable growth of 48%, driven by an increasing demand for AI technologies. In a strategic move, the company has offered voluntary buyouts to 60,000 employees while continuing to innovate hardware aimed at enhancing AI capabilities.
Microsoft beats expectations fueled by Azure cloud business
Microsoft shares popped more than five percent Wednesday afternoon after it reported better than expected revenue and profit, fueled by its Azure cloud computing division which grew by 48 percent in the September quarter. However, Google on Wednesday reported that revenue from its cloud division doubled to $30.7 billion during the quarter, bringing it closer to Microsoft's Azure revenue, which reached $33.2 billion in the same period.
MSFT stock price today rises after Microsoft earnings beat Wall Street expectations, but is capex still a concern?
Microsoft stock rose over 2% in after-hours trading after the company beat quarterly revenue and earnings expectations. Azure revenue grew 48%, ahead of forecasts, while $45.2 billion in capital expenditure drew attention as investors assessed Microsoft's AI infrastructure spending and cloud growth.
Satya Nadella owns only a tiny stake in Microsoft; how the CEO built an estimated $1.4 billion fortune
Satya Nadella’s $1.4 billion fortune did not come from owning a large part of Microsoft. The CEO built his wealth mainly through company shares, bonuses and salary over the years. While his personal stake remains small, Microsoft’s growth under his leadership has made him one of the wealthiest executives in technology. Here’s how his compensation helped build his fortune.
Anthropic IPO: Here are some of the key people of Indian origin behind the AI giant
As the artificial intelligence company prepares for the next phase in its journey, let’s take a look at several top people in the organisation with Indian connections.
Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?
Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment will deliver returns. As the tech giants prepare to report earnings, cloud growth, cash flow and rising infrastructure costs are coming into focus.
Big Tech earnings a test of the AI boom amid market turmoil
Investors are pressing for evidence that the AI boom can deliver swift returns to justify its enormous price tag. Rising bond yields at AI cloud providers such as CoreWeave and record costs to insure Meta Platform's debt have amplified concerns about how the massive AI infrastructure buildout is being funded, particularly as higher US interest rates loom.
Cognizant to buy Australia's DyFlex in its 3rd deal of 2026
Cognizant Technology Solutions has signed an agreement to acquire DyFlex Solutions, enhancing its AI and SAP capabilities. This acquisition is expected to close in the first quarter of 2027, subject to regulatory approvals. DyFlex specializes in SAP transformation and is based in Australia and New Zealand. The deal marks Cognizant’s third acquisition in 2026 as it seeks to expand its services.
Microsoft working to reduce AI costs, expand ecosystem as global adoption rises: Satya Nadella
Microsoft is prioritizing the development of a comprehensive artificial intelligence ecosystem and reducing AI-powered service costs. CEO Satya Nadella emphasizes the importance of optimizing the cost-to-outcome frontier for customers. The company reported significant revenue growth, particularly in Cloud services and Azure. Microsoft is also committed to ensuring the benefits of superintelligence impact various communities and organizations. Long-term investments are aimed at creating high-value products while improving operational efficiency.
Delhi court declares Siddharth Khera absconder in Rs 400-crore Seagull Maritime case
A Delhi court has declared Siddharth Khera an absconder in a fraud case involving Seagull Maritime Agencies. Judicial Magistrate Deepakshi Rana ordered police to register an FIR after Khera failed to appear in court. The Supreme Court had previously allowed the investigation agency to explore diplomatic channels for his deportation. The allegations include diverting business payments to related firms alongside his father, Ajay Khera.
Nvidia’s rivals have built their own AI chips and now want to make the software switch easier
Nvidia faces competition as Amazon and Google introduce tools that allow minimal changes for chip switching. Amazon's TorchNeuron and Google's TorchTPU aim to simplify the transition for developers using PyTorch. These tools enable existing code to run efficiently on different hardware.
Govt plans sovereign AI infrastructure with tighter control over data, GPUs
Not-so-sensitive yet relatively important categories will be managed through a new framework in which the state may own the hardware such as GPUs while private sector companies may run and operate it, the officials told ET.
Microsoft Azure is not taking cost-cutting measures, says software giant spokesperson amidst AI overhaul reports
Microsoft has announced the next generation of its custom AI chip and said it plans to deploy potentially more than a million of them next year to back its internal AI services.
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