… The company described it as a digital immune system, with Gillis saying that “Live Protect is meant to be a finger in the dike that you use to plug the holes in between the maintenance windows and the patching cycle, which is also being changed due to Mythos.” Security also will come later this sum…
… AI-Native Is Now AI-native organizations are those building AI solutions from scratch. Their infrastructure and processes are designed to complement AI, versus integrating built or bought AI solutions within existing infrastructures and processes. …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… What is clear is that to service that OpenAI commitment, Microsoft is going to have to invest in AI infrastructure at the crazy rates of its peers: AWS, Google, and Meta Platforms. …
AI Microsoft: Getting Margins From AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure… …
… And for our existing customers that we sell Trainium to, how many will be Trainium plus running on our cloud infrastructure versus just the chips themselves? …
… Courting Anthropic In November, Microsoft and Anthropic announced a deal aimed at broadening the access users have to Anthropic’s Claude AI models that are running on Azure, with the AI vendor agreeing to buy $30 billion of compute capacity on Microsoft’s cloud infrastructure. …
… Nvidia still wants a software business in its P&L someday. power datacenter cooling ai dsx os nvidia Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacenter Outwards June 2, 2026 Dell Makes The Profits Up In Volume For Booming …
… The issue for Microsoft is that Wall Street is touchy about the growth of its Azure infrastructure cloud business, and as the numbers show, Big Bill is a lot more dependent on OpenAI than OpenAI will be on Big Bill. …
… When all is said and done, HPE might be a better indicator of how the GenAI boom is doing at enterprises, sovereigns, and neoclouds than is archrival Dell. server compute ai proliant hpe Enhanced Performance For Server Consolidation With Intel Xeon 6+ June 4, 2026 Compute HPE Catches Its First GenA…