Cloud Microsoft Q2 RPO Soars 110%, Led by OpenAI Commitment of $281 BillionBy Bob EvansJanuary 29, 2026
Cloud Wars Minute Satya Nadella Picks Successor, Starts Journey to Chairman + CTOBy Bob EvansOctober 8, 2025
AI and Copilots Microsoft Tries to Drown Out Oracle and Stargate with ‘World’s Most Powerful AI Data Center’By Bob EvansOctober 2, 2025
AI and Copilots Hyperscalers Pump $1 Billion Per Day into CapEx but Can’t Meet AI DemandBy Bob EvansAugust 21, 2025
AI and Copilots AWS, Microsoft, Google, Oracle Daily CapEx Spending Hits $1 Billion!By Bob EvansAugust 21, 2025
AI and Copilots Google Cloud and Oracle Leading AI Revolution — Gemini Partnership Latest ExampleBy Bob EvansAugust 19, 2025
AI and Copilots As AWS Stumbles Versus Microsoft, Google Cloud, and Oracle, Andy Jassy Offers Lame SpinBy Bob EvansAugust 18, 2025
AI and Copilots AI and the Future of Work: Microsoft Identifies Jobs Most Vulnerable to GenAIBy Bob EvansAugust 13, 2025
AI and Copilots Larry Ellison and Oracle Beat Microsoft for Largest Tech Contract Ever: $100-Billion OpenAI Stargate DealBy Bob EvansAugust 12, 2025
AI and Copilots Larry Ellison’s $100B Deal With OpenAI: Biggest Tech Contract Ever?By Bob EvansAugust 12, 2025
AI and Copilots Microsoft CEO Nadella Comes Out Swinging at Oracle, Google Cloud, AWSBy Bob EvansAugust 11, 2025
Cloud Satya Nadella to Competitors: ‘Microsoft Is #1; You Can All Fight for Runner-Up’By Bob EvansAugust 11, 2025
AI and Copilots Q2 Cloud Shakeup: AWS Losing Ground to Microsoft, Google, OracleBy Bob EvansAugust 7, 2025
AI and Copilots AI Hyperscaler Race: Sprinting — Microsoft, Google, Oracle; Strolling — AWSBy Bob EvansAugust 7, 2025
AI and Copilots Oracle Joins OpenAI’s Stargate Project with 4.5GW AI Infrastructure BoostBy Bob EvansAugust 6, 2025
AI and Copilots Microsoft’s Stunning Q4 Results Are Best in History of BusinessBy Bob EvansAugust 4, 2025
AI and Copilots Microsoft Invests in Skilling, Policies, and Partnerships to Scale AI OutcomesBy Bob EvansJuly 30, 2025
AI and Copilots Google Cloud Q2 Surge in Revenue and Backlog Is Microsoft’s Worst NightmareBy Bob EvansJuly 28, 2025
