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Amy Hood. Photo by Getty Images
Applied AI

How Microsoft Escaped the AI Margin Squeeze; An FDE Boom

By Aaron Holmes and Kevin McLaughlin · Oct 30, 2025 10:33am PDT
Microsoft shared some good and bad news with investors during its quarterly earnings call Wednesday: More customers have been using Microsoft’s suite of AI copilots, but many of them aren’t paying for it. Microsoft said more people are using Copilot Chat, which provides ChatGPT-like features to Office 365 subscribers for free (more advanced... Microsoft shared some good and bad news with investors during its quarterly earnings call...
Asha Sharma, president of product development for Microsoft’s Core AI division. Photo by Erin Beach.
AI Agenda

AI Leaders Get Practical; Gemini’s Ascent

By Stephanie Palazzolo · Oct 30, 2025 7:00am PDT
At our Women in Tech, Media and Finance conference Wednesday, AI leaders from Microsoft, PagerDuty and Index Ventures got into the nitty gritty of what it’s like to invest in, develop, buy and use AI products. Our top takeaways.1. Not everyone’s a fan of vibe coding. Lucy Guo, the CEO of creator startup Passes and a cofounder of data labeling... At our Women in Tech, Media and Finance conference Wednesday, AI leaders from Microsoft, ...
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The Briefing

What Google, Meta and Microsoft Numbers Revealed

By Martin Peers · Oct 29, 2025 5:00pm PDT
Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported Wednesday that its increased investment in AI, both for hiring star AI researchers and for investing billions in data centers, hurt its operating profit margins and squeezed its free cash flow by one-third in the third quarter. Since the end of last... Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported...
Andy Jassy. Getty Images
The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...
Oracle Chair Larry Ellison. Image via Getty
Exclusive

Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips

By Anissa Gardizy · Oct 16, 2025 2:15pm PDT · 1 comment
Oracle on Thursday sought to reassure investors that its business of renting out servers packed with Nvidia chips to OpenAI, Meta and other artificial intelligence developers will become far more profitable as revenue surges. Oracle co-CEO Clay Magouyrk told financial analysts Thursday that the company’s AI data center business, which is mostly... Oracle on Thursday sought to reassure investors that its business of renting out servers packed...
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Deep Research

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT
The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...