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Microsoft research hub covering institutional report mentions, AI summaries, related topics and market context.
Citi attended Amazon's AWS NYC Summit and spoke with over 10 customers and partners, observing that AWS is doubling down on its agentic AI strategy to shift…
Citi attended the Databricks Data+AI Summit and Investor Day, where Databricks unveiled its expansion from a data lakehouse platform into a full-stack data…
Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…
Citi analyzes the implications of Microsoft's M365 Copilot Cowork shifting to a pay-as-you-go pricing model and reports that Microsoft is adopting DeepSeek V4…
UBS presents a bullish case for cloud infrastructure hyperscalers, highlighting that combined revenues of AWS, Azure, and Google Cloud hit $84.8B in 1Q26 with…