The AI infrastructure gold rush is showing its first major cracks. Companies like Oracle and Broadcom are seeing their stocks plummet as the market questions the sustainability of their massive debt-fueled spending sprees.
The early days of cautiously moving old systems to the cloud are over for major banks. A new report details the shift to full cloud-native rebuilds, where the goal isn’t just cost savings but winning through faster innovation and unbreakable reliability.
Amazon is cutting 84 corporate jobs in Washington state, but insists these are individual business decisions, not part of its broader 14,000-person layoff plan. The separations, affecting roles from engineers to directors, are scheduled between February 2 and 23, 2026.
Microsoft has released a key update for Windows Server 2025 that optimizes how the OS talks to NVMe SSDs. The change removes legacy SCSI translation layers, promising major speed gains for data-heavy workloads.
The 2025 internet saw explosive growth in AI bot traffic and record-breaking cyberattacks. Cloudflare’s data reveals a landscape where automation and security threats are accelerating in tandem.
A new survey of project finance professionals reveals that 70% see infrastructure as the strongest growth area, driven by AI’s massive power and data center needs. But with a $1.5 trillion funding gap, the old ways of paying for tech won’t cut it anymore.
AWS is making a massive, long-term bet on India’s digital future. The $7 billion investment in Hyderabad data centers is part of a broader cloud and AI arms race among U.S. tech giants in the country.
Cybersecurity firm Netskope just reported its first quarterly results since going public, and the numbers are strong. Revenue jumped 33% to $184.2 million, beating Wall Street expectations, while the company is landing major new customers on its SASE platform.
Google is launching a shockingly cheap AI subscription in India. At just 199 Rupees ($2.50) for six months, it’s a direct assault on OpenAI’s ChatGPT Go, targeting a market where 65% of people already use generative AI.
At SuiteWorld 2025, NetSuite unveiled its biggest product shift in almost three decades, called NetSuite Next. The core focus isn’t just new AI features, but engineering those features for transparency, auditability, and trust from the ground up.
