Models, margins and the business decisions behind applied AI. Reporting and analysis from Fathom Tech.
Microsoft's cloud division generated $59.3 billion in revenue during fiscal Q4, up 27%, as the company continues expanding its data center footprint and AI capabilities without matching the spending escalation of rivals.
Machine learning tools are helping businesses detect threats faster on Linux virtual private servers by analyzing behavioral patterns rather than relying solely on rule-based systems. Yet AI remains a supplement to, not a replacement for, fundamental security practices.
Anthropic released Claude Sonnet 5 on June 30, positioning the model as an affordable alternative to pricier systems while delivering autonomous task-planning abilities previously found only in larger models.
GV's Dave Munichiello discusses why the chip giant's purchase of the developer-focused startup and broader consolidation in AI infrastructure reveal a fundamental shift: software layers that bridge hardware fragmentation are becoming as valuable as the silicon itself.