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Showing 1-14 of 14Results matching "Microsoft AI"

Today

1 story

10 hours agoBusiness

Enterprise adoption Business

Napster Pursues Penny-a-Minute AI Agents Through Microsoft

The former music platform is betting that a low price can make enterprise agents easier to sell. A 2025 coaching pilot shows the Microsoft relationship has already moved beyond a partnership announcement.

2 min

Yesterday

1 story

YesterdayBusiness

Earnings Business

Rezolve Reports $130.8M H1 Revenue, Puts $360M Goal on a Much Larger H2

The company’s reported first-half growth gives its agentic-commerce strategy a sharper commercial signal. Its reaffirmed full-year outlook, however, requires roughly three-quarters more revenue in the second half than it recorded in the first.

3 min

Last week

7 stories

Aug 29, 2026Business

Business

Barclays Sees Big Three Clouds Taking $35–$40 per $100 of AI-Lab Revenue

The bank’s model points to a lucrative serving layer for AWS, Azure and Google Cloud, even as falling training costs improve AI labs’ economics and self-built capacity looms.

2 min

Aug 28, 2026Business

Earnings Business

Amazon Plans $220B Capex as AWS Revenue Grows 37%, Testing Returns

AWS provides a visible return channel today. The harder question is whether future capacity sales and AI-led retail discovery can sustain the payoff from Amazon’s expanding infrastructure budget.

3 min

Aug 28, 2026Business

Earnings Business

IREN Takes $639M Mining Writedown as AI Cloud Revenue Rises Nearly 8x

IREN is retiring older mining hardware and preparing sites for AI cloud growth, but contracted annualized capacity revenue remains well ahead of the cloud revenue it has recognized.

2 min

Aug 27, 2026Business

Government action Business

Nvidia Optimizes DeepSeek and Qwen as It Warns U.S. Limits Could Hit Business

The company is making its stack easier to use with prominent Chinese open models, but the potential limits it flagged have not been defined as a final rule.

3 min

Aug 26, 2026Business

Partnership Business

Moonshot Seeks Up to 30% of K3 Cloud-Service Revenue as Terms Remain Open

The talks test whether a downloadable model can gain enterprise distribution through managed cloud services while its developer retains a meaningful share of usage economics.

2 min

Aug 25, 2026Business

Earnings Business

Salesforce Reports $3.4B AI-and-Data ARR as ServiceNow Tops $1B AI ACV

The companies are pursuing overlapping enterprise AI ambitions from different starting points: Salesforce is attaching agents to its CRM and data stack, while ServiceNow is selling governance across workflows, agents and models.

3 min

Aug 24, 2026Business

Partnership Business

Mistral and HUMAIN Put Hundreds of Millions Behind Saudi AI Plans, With Compute Terms Still Open

The partnership gives Mistral a route into Saudi infrastructure and regulated-industry sales, but its commercial value will hinge on terms not yet disclosed: the model, the customers, the capacity and the delivery plan.

3 min

August 2026

5 stories

Aug 23, 2026Business

Earnings Business

Nvidia’s $92 Billion Q2 Forecast Puts Hyperscaler Dependence in Focus

The consensus forecast would extend Nvidia’s rapid revenue growth. Its largest customers remain central to that result while pursuing paths that could reduce their reliance on the company over time.

2 min

Aug 22, 2026Business

Enterprise adoption Business

Meta Is a Major Microsoft AI Customer—and a Potential Foundry Rival

The reported arrangement shows a major model developer can also be a major buyer of outside models. Microsoft gains high-volume demand now, while Meta’s planned API service could eventually overlap with the marketplace it uses.

4 min

Aug 21, 2026Business

Funding Business

Nscale’s Reported $3 Billion IPO Would Put AI Data-Center Contracts to a Public Test

Nscale’s prospective listing centers on a physical AI-cloud business: secure power and hardware, turn them into usable computing capacity, and deliver against large customer commitments.

3 min

Aug 21, 2026Business

Earnings Business

Micron’s Memory Boom Is Giving Nvidia’s AI Lead a New Counterweight

Nvidia’s platform scale and Micron’s sold-out HBM supply both point to an intense infrastructure cycle. The unresolved question is whether Micron’s contract terms can preserve its gains if memory supply catches up.

3 min

Aug 17, 2026Business

Acquisition Business

Google’s $10 Million Spirit Deal Turns Airline Work Data Into an AI Asset

Google says the airline records will be stripped of personal information before transfer. The proposed sale still leaves key questions about the filtering process, final dataset and intended model uses unanswered.

5 min