Cloud sales starting to slow
Analysts expecting the slowest growth for a decade
Demand for cloud-computing services is slowing and Microsoft and Amazon are expected to report the slowest revenue growth for their cloud-computing businesses since the firms started breaking out performance last decade.
Tweedledee and Tweedledum in cloudy battle
Alphabet's Google Cloud has accused Microsoft of anti-competitive cloud computing practices and slammed imminent deals with several European cloud vendors.
But it was unsure if it could build anything that big
Software King of the World Microsoft knew that it would have to build a cloud-based supercomputer if it had a chance of getting its OpenAI plans working – the problem was that it was unsure it could use its own Azure product to do it.
EU and US close to an agreement on data privacy
Draft document being looked at
The EU and US are closer to getting a workable data protection privacy framework which enables European companies to use US clouds without being spied on by US spooks.
US administration forgets fabless companies
All the money goes to manufacturing
There has been much talk about the latest CHIPS and Science Act, through which the US is attempting to advance an industrial strategy to revitalize domestic manufacturing jobs and secure semiconductor supply chains. This legislation is spectacular and well-timed, given recent de-globalization events and China's constant threat to Taiwan. And just days ago, TSMC had an event including POTUS in Arizona fab.