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The $37B Question: Why Microsoft is spending big while Amazon cuts 16,000 jobs

Jan 29, 2026

The $37B Question: Why Microsoft is spending big while Amazon cuts 16,000 jobs

Microsoft's record AI spend and Amazon's mass cuts signal a ruthless new era—plus: outages expose the fragility of gigawatt-scale infrastructure

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The Cloud Is Breaking Into Pieces

Jan 22, 2026

The Cloud Is Breaking Into Pieces

Sovereign clouds, agentic AI, and why “global” no longer means borderless

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The Patch Tuesday Paradox: When “Critical Fixes” Can Introduce Risks

Jan 15, 2026

The Patch Tuesday Paradox: When “Critical Fixes” Can Introduce Risks

How a security patch went wrong—while Google and Oracle revealed what’s coming next

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The End of the Race to the Bottom

Jan 8, 2026

The End of the Race to the Bottom

Why AWS’s latest pricing move suggests compute deflation is no longer a given.

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The AWS Outage That Never Happened

Jan 1, 2026

The AWS Outage That Never Happened

What the Christmas Eve “incident” reveals about attribution gaps in the cloud

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Happy Holidays From The Cloud Cover!

Dec 26, 2025

Happy Holidays From The Cloud Cover!

Reflecting on 2025's Biggest Trends

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The AI Landscape Shifts Again

Dec 18, 2025

The AI Landscape Shifts Again

Amazon’s $10B Move on OpenAI — And Why Nvidia Should Be Worried.

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The Great AI Divergence: Why the Big Four Are Splitting Paths

Dec 11, 2025

The Great AI Divergence: Why the Big Four Are Splitting Paths

AWS integrates, Azure aggregates, Google reasons, Oracle scales

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AWS and Google Are... Partners Now?

Dec 4, 2025

AWS and Google Are... Partners Now?

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