Tuesday, December 30, 2025

Sources: Satya Nadella is focused on the increasing AI competition from Amazon and Google; Microsoft Deputy CTO Dee Templeton says Nadella is in "founder mode" (Rafe Rosner-Uddin/Financial Times)

Rafe Rosner-Uddin / Financial Times:
Sources: Satya Nadella is focused on the increasing AI competition from Amazon and Google; Microsoft Deputy CTO Dee Templeton says Nadella is in “founder mode”  —  Software giant faces intense competition from Alphabet, Amazon and start-ups  —  Satya Nadella has overhauled …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...