earnings
"The number of IT resources that are available to do manual processing of IT workloads is constrained and sophisticated observability and application security [is becoming] more critical..."
"You can ask Amazon Q for Data Integration to ‘read JSON files from S3, join on ‘accountid’, and load into DynamoDB’ and in response, it will return an end-to-end data integration job that can perform that action"
Nadella: "We now have 53,000 Azure AI customers – over one-third are new to Azure over the past 12 months"
“If Oracle Database just disappeared at companies, the whole planet would come to a standstill”
“I think that willingness to let a third-party run it where they don't necessarily have the direct operational control. It's just a much higher bar…”
“It's not all customers deciding to shut down workloads” says Amazon's CEO as cloud growth drops to 12% -- with the company saying customers are recognising that AI costs can also spiral.
CapEx to hit up to $35 billion “with growth driven by investments in servers, including both non-AI and AI hardware
Copilots are everywhere as part of Microsoft's "platform transition" in the new world of AI.
AI, says Microsoft, is "redefining our role in business applications” with partners adding Copilots as a “process transformation layer" on top of existing systems.