ServiceNow's new data intelligence capabilities, including Context Engine, give the ServiceNow AI Platform a continuous, real-time view of the enterprise: who owns what, what's connected to what, ...

B revenue, $462B backlog, AI growth, and margin expansion—plus higher FY26 CapEx. Read more macro analysis here.

Cloud computing continues to take center stage in the stock market as AI infrastructure spending grows, showing no signs of ...

Upgrade described as an attempt to move private cloud platform up the stack and become a ‘governed control surface for ...

Nscale will supply 66,000 Nvidia Rubin GPUs to Microsoft's 1.2 GW Sines campus. The former crypto miner is now Europe's most valuable AI infrastructure startup at $14.6B.

Spend time with any software engineering team right now and you’ll see something worth paying attention to. Over the last few years, the way software gets built has moved through four distinct ...

The ‘AI Operating Model’ is built on the integration of data, agents, automation and hybrid; IBM says it represents a shift ...

Microsoft's fiscal Q3 2026 results exceeded expectations, with Azure revenue growth accelerating to 40% and AI revenue surging 123% to a $37 billion run rate. The company reported $82.89 billion in ...

In the quarter, Microsoft had $82.89 billion in sales, up 18.3 percent year in year and up 2 percent sequentially. Operating ...

The JV is enterprise deployment, not just model sales—this increases demand for Azure compute, security, and integration ...

The software giant is navigating a delicate transition. On one side, record cloud growth and a restructured partnership with ...