We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Do you launch a new product or modernize an outdated system? Remember that the technology behind your software matters. Among the many options available, .NET remains a preferred choice for companies ...

Copilot continues to be adopted by enterprises at a decent clip and could reach $11B in revenue for the company during ...

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office ...

Rui Mateus was running an affiliate network. His team was buying traffic from publishers and sending it to agencies, but something was bothering him. “We didn’t have much control over that,” he ...

Here's what differentiates Microsoft from other investment opportunities, what it would have to do to justify a $600 share ...

In the Windows 11 25H2 update, which is currently available to Windows Insiders, Microsoft has introduced a new group policy called “Remove Default Microsoft Store Packages From The System.” The name ...

Cloud outages with Google Cloud, Microsoft 365 and SentinelOne were among the biggest disruptors for channel partners so far ...

Siemens Smart Infrastructure is partnering with Microsoft to transform access to Internet of Things (IoT) data for buildings. The collaboration will enable interoperability between Siemens' digital ...

Amid layoffs at Microsoft and other large tech companies, experts are debating whose jobs are most likely to be spared.

Supporting Windows 10 PCs is about to get very expensive, but upgrading to Windows 11 poses significant hardware and software ...