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Tag: economics

Microsoft’s AI economics shift as Azure grows 43% in fiscal Q4 2026
Microsoft

Microsoft’s AI economics shift as Azure grows 43% in fiscal Q4 2026

vm_adminOctober 10, 2026

By Diego Almada Lopez Publication Date: 2026-10-10 14:54:00 Microsoft’s cloud business accelerated in the quarter ended June 30, 2026. Azure…

Microsoft's AI Economics Are Quietly Starting To Change
Microsoft

Microsoft's AI Economics Are Quietly Starting To Change

vm_adminOctober 10, 2026

By Pythia Research Publication Date: 2026-10-10 08:21:00 Microsoft’s model-agnostic architecture makes compute increasingly replaceable, potentially improving AI revenue generation. Read…

Can AI fix legacy IT? The ‘economics don’t hold up,’ says former IBM strategist – ZDNET
IBM

Can AI fix legacy IT? The ‘economics don’t hold up,’ says former IBM strategist – ZDNET

vm_adminOctober 8, 2026

By @joemckendrick Publication Date: 2026-10-08 14:35:00 ZDNET’s key takeaways IT modernization has been going on for decades. AI agents may…

Nvidia links AI factory economics to inference and efficiency- SiliconANGLE
Nvidia

Nvidia links AI factory economics to inference and efficiency- SiliconANGLE

vm_adminOctober 1, 2026

By Victoria Gayton Publication Date: 2026-10-01 16:09:00 AI factory economics increasingly depend on more than access to high-performance graphics processing…

IP Infusion Upends the Economics of Network Transformation With OcNOS Support for the Broadcom Qumran3 Family at SCTE TechExpo 2026
Broadcom

IP Infusion Upends the Economics of Network Transformation With OcNOS Support for the Broadcom Qumran3 Family at SCTE TechExpo 2026

vm_adminSeptember 28, 2026

By Business Wire Publication Date: 2026-09-28 18:00:00 Fiber, Cable, and Mobile Service Providers Globally Simplify Operations and Extend Capacity to…

Workforce economics reshapes the AI-era C-suite – SiliconANGLE
IBM

Workforce economics reshapes the AI-era C-suite – SiliconANGLE

vm_adminSeptember 23, 2026

By John Furrier Publication Date: 2026-09-23 22:18:00 There was a time when the org chart told you how the company…

Workforce economics reshapes AI strategy – SiliconANGLE
IBM

Workforce economics reshapes AI strategy – SiliconANGLE

vm_adminSeptember 23, 2026

By Cheryl Knight Publication Date: 2026-09-23 21:18:00 The economics of enterprise transformation are pushing finance and human resources into much…

Nvidia Slips as Four Macs Attack Cloud Inference Economics
Nvidia

Nvidia Slips as Four Macs Attack Cloud Inference Economics

vm_adminSeptember 23, 2026

By Khac Phu Nguyen Publication Date: 2026-09-23 17:26:00 This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI chip and…

VMware Explore 2026: Broadcom Doubles Down on Private Cloud Economics and Agentic AI
VMware

VMware Explore 2026: Broadcom Doubles Down on Private Cloud Economics and Agentic AI

vm_adminSeptember 6, 2026

VMware Explore kicked off Monday morning, though the schedule felt unusual compared to past VMworld Explore events, as Broadcom moved…

Cisco Is Deploying AI Agents to All 90,000 Employees. Here’s What the Economics Look Like.
Cisco

Cisco Is Deploying AI Agents to All 90,000 Employees. Here’s What the Economics Look Like.

vm_adminAugust 8, 2026

By Dana Ellison Publication Date: 2026-08-08 19:11:00 Cisco is not running a pilot program. Starting at the end of July…

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