Cloudflare’s latest quarterly results reveal a 34% revenue increase, driven by expanding enterprise demand and its strategic shift towards AI platform services, positioning it as a key player in next-generation application infrastructure. Cloudflare has emerged from its latest quarterly update with a stronger case for investors who are willing to…

IBM’s Power Systems division remains waiting for the anticipated surge from GenAI, as overall infrastructure performs strongly and new Power11 hardware aims to bring AI closer to core business operations, potentially unlocking a new growth phase. IBM’s Power Systems business is still waiting for the GenAI surge that many in…

Microsoft’s shift away from exclusivity with OpenAI sets the stage for increased competition among cloud giants, as the AI landscape becomes more open and diverse, prompting strategic adjustments from industry leaders. Microsoft will no longer have exclusive access to OpenAI’s models and products, a change that opens the door for…