… As The Next Platform , part of Microsoft that we care about most as the chronicler of platforms is the Intelligent Cloud group, which includes the Windows Server stack and Azure together. …
… The Intelligent Cloud group, which includes the Windows Server platform as well as the Azure cloud, had $34.68 billion in sales, up 29.6 percent year on year and up 5.4 percent sequentially. …
… It comes with OpenAI’s Codex coding platform built in. In addition, Cisco also unveiled the Cloud Control Marketplace, where third-party offerings – not only apps, but integrations or agents – that can be used within Cloud Control. …
… The Intelligent Cloud group at Microsoft – which includes the Windows Server platform as well as the Azure cloud – had $32.91 billion in sales, up 28.8 percent, and operating income rose by 27.8 percent to $13.78 billion. …
… And in May, still scrambling for immediate AI capacity, Meta Platforms ironed out a deal with Microsoft to buy virtual supercomputer on the Azure cloud based on its NDm A100 v4-series instances, which are very similar to the nodes used in the RSC system it had acquired. …
… Meta Platforms is not precisely an infrastructure cloud, but as it is renting out capacity on its iron to run Llama model APIs much as OpenAI and Anthropic do with their respective GPT and Claude GenAI models, it is becoming a GenAI platform cloud for various kinds of sovereigns – and is seeking th… …
… The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.” What Microsoft And OpenAI Get That means that while Microsoft – which will continue as a major sh… …
… 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 …
… They will make the clouds sell them infrastructure on the cheap that they can amortize, thereby lowering the cost of tokens. Google’s other option was to lose Anthropic as a customer and have it go off and create its own AI XPUs or do a similar deal with AWS or Microsoft or Meta Platforms. …
… As we have pointed out a number of times, the big clouds – Amazon Web Services, Microsoft Azure, and Google Cloud – are more like original design manufacturers than not, creating fully integrated software stacks that also allow for multiple options within that stack if customers want to do that. …
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