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Capital spending soars in the cloud as Microsoft, Google, and others bet big on AI demand

GeekWire

These servers inside a Microsoft data center in Quincy, Wash., were the first to be powered by the company’s Azure Cobalt 100 CPU, as part of a broader cloud infrastructure buildout. Microsoft’s capital expenditures rose 79% to a record $14 billion in the March quarter. Facebook parent Meta reported $6.7

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Microsoft in talks over cloud licensing complaint in the EU

CIO Business Intelligence

Microsoft is in talks with Cloud Infrastructure Services Providers in Europe (CISPE) to settle the trade body’s complaint about its cloud software licensing practices in the European Union (EU). The European cloud firms had called this a restrictive cloud licensing policy.

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Amazon Q adds feature to create AI apps using natural language

GeekWire

(Amazon Image) Amazon says it will give non-developers the ability to create apps using natural language as part of a new feature for Amazon Q , the AI assistant unveiled by Amazon Web Services last fall. Amazon is charging $20/user per month for Amazon Q Business, and $25/user per month for Amazon Q Developer.

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Microsoft doubles down on cloud data with new products, makes new appeal to Amazon’s rivals

GeekWire

Microsoft CEO Satya Nadella introduces the company’s new cloud data products. Microsoft said its previously announced Azure Synapse Analytics technology is now generally available, with capabilities including data warehousing, artificial intelligence, security and compliance. Screenshot via webcast).

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Microsoft faces new antitrust complaint over cloud software licensing in Europe

CIO Business Intelligence

Changes Microsoft made to its cloud licensing of Windows and application software to “make bringing workloads and licenses to partners’ clouds easier,” the company says, have drawn the ire of those cloud partners, some of whom have jointly filed an antitrust complaint in the European Union.

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Opening more opportunities for VMware Cloud Service Providers

CIO Business Intelligence

Last month I had the opportunity to provide a comprehensive update on our new Broadcom Advantage Partner Program for VMware Cloud Service Provider (VCSP) partners, and since that time, the response from our partner community has been tremendous.

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Oracle makes its pitch for the enterprise cloud. Should CIOs listen?

CIO Business Intelligence

In a cloud market dominated by three vendors, once cloud-denier Oracle is making a push for enterprise share gains, announcing expanded offerings and customer wins across the globe, including Japan , Mexico , and the Middle East.

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