Updated October 28, 2026

Cloud

2 stories

Microsoft and Alphabet Both Post Big Cloud Growth, but Investors Read the Spending Differently

Azure grew 48% and Google Cloud 103% in the quarter. What each company reported on 28 October, and why free cash flow, not cloud growth, split the reaction.

October 28, 20266 min read

Chips

Microsoft Unveils Maia 300, the Next Generation of Its In-House AI Chip

Microsoft says its third-generation Maia chip arrives in 2027 and will become its main system for running AI models. What it announced, what is only a claim, and why it matters to cloud customers.

October 12, 20265 min read