Org changes at Microsoft as Rajesh Jha prepares to retire
… "Between now and June," Jha writes, "my leadership team and I will work together to finalize the full cascade of details needed in this kind of transition. …
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Trump-branded datacenter fails to make itself great, again
… Analysts at Stifel were among those who took part in a call with Fermi’s new leadership over the weekend that sought to soothe jittery investors. …
Nvidia H200 back on in China, production ramping: Huang
… MORE CONTEXT Washington reportedly moves to tighten leash on AI chip exports China's rubber-stamp parliament rubber stamps tech independence plan Nvidia hasn't made a cent in China lately – and might not need to given $120B profit Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere "Pres… …
Microsoft Copilot boss Suleyman to chase superintelligence
… Both will sit on a newly established Copilot Leadership Team alongside Charles Lamanna, Perry Clarke, and Ryan Roslansky. …
Amazon's smartphone would be ill-timed: IDC analyst
… Under Panos Panay, Amazon has the leadership to rethink its hardware strategy, but the real challenge is not execution; it is choosing the right category where it can deliver meaningful, defensible value in an AI-first world.” ® amazon personal tech on prem mobile
Google's fiber biz and Stonepeak’s Astound Broadband merge
… Alphabet says it will remain a significant minority shareholder, reflecting its "confidence in GFiber's growth opportunity and leadership." Astound Broadband was formed from the amalgamation of several other broadband providers, and acquired by Stonepeak in 2020. …
Memo: Red Hat Global Engineering plans to lean in to AI
… It continues: "Our competitors are not just 'using AI' – they are reorganizing their entire workflows around agentic systems to ship at a velocity we must match to maintain our leadership." As one Register sponsored feature notes, agentic AI is indeed the buzzword of the moment. …
How JumpCloud unifies IT management to tame shadow AI
… "Some organizations want to block shadow AI outright and control it but, on the other side, you have mandates from executive leadership saying, 'we need to be an AI-driven business'," Doelling explains. …