… 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…
… Just for fun, we asked Claude to comb the Internet and build a relative ARR chart for OpenAI and Anthropic. Take a gander: These figures mesh with the ones that the Jeffries folks have been tracking, which is the only reason we let Claude build the chart. …
… Third, we’re empowering the ecosystem, giving every software company access to the same models, tools, and guardrails so they can build their own agents. The next wave of productivity will come from enabling others to build on this foundation. …
… With capex spending expected to be around $40 billion in Q4 F2026, that means for the remaining two quarters of calendar 2026 combined Microsoft will shell out around $120 billion. …
… 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 …
… Dell, the man and the company, will be enthusiastic about the idea if it knows what’s good for it. ai poweredge compute rackscale dell nvidia Dell Makes The Profits Up In Volume For Booming AI Servers June 1, 2026 store Data And Storage At The Center Of The AI Stack May 29, 2026 Compute GPUs And RA…
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… …
… But we can remind you that renting capacity is an operational expense that does not come out of the capital expenses budget, which for 2026 is projected to be $125 billion. …
… With that as the backdrop, let’s go over the numbers for AWS for Q1 2026. …
CONNECT Custom Compute Engine Biz Growing More Than Marvell Ever Hoped When we look back on it several years from now, three acquisitions will have been key in making Marvell a datacenter player that can compete against rival Broadcom in bringing custom compute engines and networking to AI workload… …