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Microsoft Just Hit $37 Billion in AI Revenue. The Number That's Making AWS Sweat

# Microsoft Just Hit $37 Billion in AI Revenue. The Number That's Making AWS Sweat You know that feeling when you're scrolling through earnings reports at 11pm, half-asleep, and suddenly a number jumps out at you? That happened to me last night with Microsoft. Forty percent. Azure

The Pentagon's $200 Billion AI Shakeup: How 7 Tech G...

The Pentagon's $200 Billion AI Shakeup: How 7 Tech G...

In one of the most dramatic shifts in American tech history, the Pentagon just handed nearly $200 billion in AI contracts to seven companies—and told Anthropic to get lost. The Department of Defense announced Friday it has reached formal agreements with SpaceX, OpenAI, Google, Microsoft, Amazon Web Services, Nvidia,

Oracle's AI Paradox: Workers Say They Trained the Sy...

Oracle's AI Paradox: Workers Say They Trained the Sy...

The headquarters of Oracle in Austin, Texas. An Oracle logo sits on a glass door. | Justin Lane/Education Images | Getty Images For three decades, Jill[1] taught Oracle's customers how to use the company's products. She was a technical writer and instructor, travelling the world to

Qualcomm's 162% Profit Surge Hides the Biggest Transformation in Chip Industry

# Qualcomm's 162% Profit Surge Hides the Biggest Transformation in Chip Industry **The chip giant is no longer just about smartphones. Its Q2 earnings reveal a company quietly reinventing itself for the AI agent era—and the market is noticing.** ## The Numbers That Matter Let's get the

Qualcomm's 162% Profit Surge Hides the Biggest Trans...

Qualcomm's 162% Profit Surge Hides the Biggest Trans...

Qualcomm's 162% Profit Surge Hides the Biggest Transformation in Chip Industry The chip giant is no longer just about smartphones. Its Q2 earnings reveal a company quietly reinventing itself for the AI agent era—and the market is noticing. The Numbers That Matter Let's get the

Citi's Arc: The Day Wall Street's Biggest Bank Bet Big on AI Agents

Citi's Arc: The Day Wall Street's Biggest Bank Bet Big on AI Agents

Citigroup just launched Arc—the most ambitious AI agent platform in banking history. Here's why this could reshape how every financial institution operates. When the world's third-largest bank decides to industrialize AI agents, the rest of Wall Street listens. This week, Citigroup did exactly that. On

Berkshire's $397 Billion Problem: Why Record Cash Co...

Berkshire's $397 Billion Problem: Why Record Cash Co...

Berkshire's $397 Billion Problem: Why Record Cash Could Be Abel's Biggest Risk The numbers looked solid on paper. Berkshire Hathaway just delivered its first quarterly earnings under Greg Abel as CEO—operating earnings jumped 18% to $11.35 billion, the insurance underwriting business generated $1.72