Exclusive
Microsoft CFO calls for 'intensity' in an internal memo, after blowout earnings
Microsoft reported a $27 billion quarterly profit, after cutting thousands of jobs. The CFO is keeping up the pressure.
Cloud Computing
Exclusive
Microsoft employees react to CEO's 'enigma of success' memo with a mixture of suspicion, anger, and speculation
Satya Nadella attempted to explain why Microsoft is cutting thousands of jobs while earnings billions of dollars. Employees are responding.
Amazon workers are piecing together cloud division layoffs in internal messages
Amazon confirmed layoffs in its cloud computing unit, AWS, and employees are trying to determine which teams were affected.
Amazon's alliance with Anthropic is paying off handsomely for the tech giant's cloud business
Amazon Web Services will generate billions of dollars in extra revenue from its cloud work with Anthropic, Morgan Stanley estimates.
Six companies, one coast, $17 trillion
Nvidia's $4 trillion valuation underscores the unprecedented power and wealth of big tech, centered on the northwest coast of the US.
Exclusive
Microsoft plans to replace many of the salespeople it laid off with more technical roles to compete with OpenAI, Google
The company's recent job cuts included thousands of salespeople, many of whom will be replaced by more technical roles to sell AI.
Exclusive
The gray area at the center of Microsoft's battle with OpenAI
Insiders say Microsoft's access to OpenAI's tech is central to ongoing talks because what OpenAI is required to share, and when, can be a gray area.
Exclusive
Microsoft pushes staff to use internal AI tools more, and may consider this in reviews. 'Using AI is no longer optional.'
Executive Julia Liuson recently told Microsoft managers to include internal AI tool usage when evaluating employee performance.
Exclusive
Microsoft transfers a top cybersecurity executive out of the company's security group, internal memo shows
Igor Tsyganskiy is moving under Cloud + AI boss Scott Guthrie, another sign of how important artificial intelligence is becoming to Microsoft.
Exclusive
Amazon's cloud business is revamping its AI app strategy and even considered sunsetting the Q chatbot
Amazon is working on Q Business Suite, a unified platform for data analysis and work automation, according to internal documents and sources.
Exclusive
Oracle names two new presidents in possible succession play
Oracle has new presidents. One person said they are considered part of the cloud company's succession plan.
Exclusive
Microsoft is prepping an AI Copilot for the Pentagon
Microsoft is preparing a version of its Copilot AI tool for the Pentagon as it nears a deal to add 1 million new users from a mystery customer.
Exclusive
Leaked Microsoft org chart shows the team Jay Parikh assembled to lead CoreAI, full of fellow ex-Meta execs
Parikh's team includes some of his former Meta colleagues, plus longtime Microsoft executives.
Google took 25 years to be ready for this AI moment. Apple is just starting.
To win in AI, you need many expensive, technical building blocks. Google has almost all of these. Apple has very few.
Exclusive
Leaked Microsoft document shows Walmart's past spending on Azure cloud services
A leaked document viewed by BI shows how much Walmart spent on Microsoft's Azure from June 2023 to May 2024.
Exclusive
Microsoft put an ex-Facebook exec in charge of a new AI unit. Internal memos reveal how it's going.
Internal memos Jay Parikh has sent to employees since taking on a new AI unit reveal its early ambitions and accomplishments.
Exclusive
Internal Microsoft memo reveals plans for a new 'Tenant Copilot' and an 'Agent Factory' concept
Jay Parikh, a former Facebook execute who joined Microsoft last year, has been working on these new AI initiatives.
Microsoft has started its culling of managers and noncoders, with about 6,000 cuts planned
The cuts aim to reduce middle managers and increase coders versus noncoders, as BI earlier reported.
Exclusive
Amazon's cloud business prepares for 'Buy Canada' questions and other Trump tariff fears
AWS seems less exposed to tariffs than its e-commerce operation. And yet, the cloud unit is advising sales staff on potential customer questions.
Exclusive
Amazon is working on a secret project called 'Kiro,' a new tool that uses AI agents to streamline software coding
Amazon's AI coding assistant 'Kiro' is designed to use AI agents and a multi-modal interface to streamline software development.