Market demand for Azul driven by enterprise imperatives for performance, cloud cost optimisation, application modernisation and greater control over Java licensing costs Azul, the trusted leader in ...

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Good morning, everyone, and thank you for joining us today for Axe Compute's Fiscal Year 2025 Investor Presentation. Our common stock trades on NASDAQ under ticker symbol AGPU. On today's call, you'll ...

Anthropic's runaway success is exposing AI's core problem: compute costs. Why it matters: The closer AI labs get to IPOs, the harder it becomes to hide a structural margin problem: the more customers ...

News items from this week that didn't make the cut for full analysis, but deserve an airing. This week, how Anthropic lives ...

Africa’s digital economy is entering a new phase in which the main infrastructure constraint is no longer internet connectivity but access to computing capacity, according to the International Finance ...

The decade-long assumption that everything belongs in the cloud is quietly breaking. Not because the cloud failed — but because the constraints changed. In 2016, I was working on software for field ...

Until recently, the conversation around AI growth has focused almost exclusively on compute and GPU availability. But the real constraint emerging now isn’t about silicon. It’s about power. Compute is ...

Azul has released its CFO Cloud Cost Optimisation Report, revealing how finance leaders are reshaping cloud governance as cloud costs rise, AI adoption accelerates and cloud economics become a ...

What if you'd invested in Oracle (ORCL) ten years ago? It may not have been easy to hold on to ORCL for all that time, but if you did, how much would your investment be worth today? With that in mind, ...