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Cloud Computing

Amazon CEO Andy Jassy defends $200B spending plan: ‘This isn’t some sort of quixotic top-line grab’

Amazon’s cloud unit posted its fastest growth in more than three years, but the company’s plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours. Read More

Microsoft’s historic plunge: Why the company lost $357 billion in value despite strong results

Microsoft beat its own forecast. Revenue rose 17%. Cloud crossed $50 billion. So why did the stock fall 10%, erasing $357 billion in market value? We dig into the numbers behind the company’s worst post-earnings drop in 13 years. Read More

Microsoft earnings preview: Record capital spending puts a bigger spotlight on cloud growth

Microsoft is heading into its earnings report this week facing what one analyst calls a “prove it” moment, with investors looking for signs that its massive AI bet is translating into sustained cloud growth. Read More

Vega Cloud enters receivership, with millions in debt, in surprise turn for Spokane tech standout

Once a fast-growing cloud management startup with millions in revenue, Vega Cloud has entered receivership, saying it can no longer pay its debts. In the tight-knit Spokane tech community, Vega Cloud had been seen as a startup with the potential to make it big. Read More

How Microsoft is betting on AI agents in Windows, dusting off a winning playbook from the past

Microsoft is pushing AI agents deep into Windows, reviving a platform strategy that once made the PC operating system dominant. The question is whether that approach can still work in a world defined by phones, browsers, and the cloud. Read More

Podcast

The stories that defined 2025: AI dreams, brutal realities, and Seattle tech at a turning point

The past year may go down as one of the most consequential in technology history — in Seattle and beyond. On this special year-end episode of the GeekWire Podcast, we look back at the stories that defined 2025, from AI’s rapid rise and massive infrastructure bets to layoffs, shifting tech jobs, and what it all means for Seattle’s future. Read More

Google looks to buy its way out of the AI power crunch with $4.75B Intersect acquisition

Google parent Alphabet’s $4.75 billion acquisition of clean energy developer Intersect is a major Pacific Northwest exit that shows how cloud giants are racing to secure the power needed to fuel their AI data center ambitions. Read More

Filing: Human rights proposals win more than 25% of votes at Microsoft shareholder meeting

Two human rights proposals at Microsoft’s annual shareholder meeting drew support from more than a quarter of voting shares — far more than any other shareholder proposals this year. Read More

30 years after Microsoft went ‘all-in’ on the internet, the tech giant’s AI strategy echoes the past

Thirty years after Bill Gates declared Microsoft was going “all-in” on the internet, echoes of that moment are resurfacing in the company’s sweeping AI push. The parallels — and the differences — reveal how Microsoft is navigating another era-defining shift. Read More

Microsoft shareholders invoke Orwell and Copilot as Nadella cites ‘generational moment’

Microsoft’s shareholder meeting Friday morning highlighted a sharp divide: executives promoting a “planet-scale” AI future while investors voiced concerns about censorship, bias, privacy, and geopolitical entanglements. All six outside shareholder proposals — focused largely on AI risks — were voted down based on early results, Read More

AWS CEO Matt Garman thought Amazon needed a million developers — until AI changed his mind

AWS CEO Matt Garman says Amazon’s biggest constraint is no longer hiring engineers — it’s coming up with the right ideas. In a re:Invent conversation with the Acquired podcast, he detailed how AI is reshaping development, revealed Bedrock’s scale, and explained why Amazon is “particularly bad” at copying competitors. Read More

The hot new thing at AWS re:Invent has nothing to do with AI

At AWS re:Invent, the biggest cheers weren’t for AI but for savings. AWS CEO Matt Garman unveiled new Database Savings Plans offering up to 35% off, highlighting how cost relief still hits harder than cutting-edge tech. Read More

Does your AI have an ID? Microsoft looks to document the digital workforce with new ‘Agent 365’

Microsoft is shifting toward “per-agent” computing, unveiling Agent 365 and new tools at Ignite that let companies manage and secure autonomous AI agents like employees. Read More

Amazon’s surprise indie hit: Kiro launches broadly in bid to reshape AI-powered software development

Amazon’s Kiro development tool is launching broadly with new features and a unique branding strategy, as the company pushes deeper into the booming market for AI-assisted software development. Read More

Inside Microsoft’s new ‘Experience Center One’: What we learned at the edge of the AI frontier

In the glowing demo rooms of Microsoft’s new Experience Center One, the company is making a high-stakes pitch for the potential of AI agents — attempting to get businesses on board with its vision of the future. Read More

What is an AI ‘superfactory’? Microsoft unveils new approach to building and linking data centers

Microsoft unveiled its first AI “superfactory,” linking data centers in Wisconsin and Atlanta through a high-speed fiber network. It will use hundreds of thousands of Nvidia GPUs to train and run advanced AI models for key Microsoft partners such as OpenAI, and for Microsoft’s own internal models. Read More

Amazon’s Anthropic investment boosts its quarterly profits by $9.5B

Amazon’s third-quarter profit jumped 38% to $21.2 billion, boosted in part by a $9.5 billion paper gain on its investment in AI startup Anthropic, maker of the Claude chatbot. Read More

AWS outage hits major apps and services, resurfacing old questions about cloud redundancy

Amazon Web Services is recovering after an outage that disrupted Facebook, Snapchat, Fortnite, Coinbase and other major platforms, once again illustrating the internet’s heavy reliance on the cloud giant and a lack of redundancy in online services. Read More

Amazon suspends engineer who urged colleagues to oppose Israel contract, citing conduct policy

A Palestinian software engineer at Amazon says he was suspended this week after calling on colleagues to protest the company’s role in the “Project Nimbus” contract with Israel. Amazon cast the situation as a workplace conduct matter, not a political speech issue.
Read More

Protesters deny planting listening devices inside Microsoft exec’s office; company fires four workers

A group that infiltrated Microsoft’s headquarters building this week disputed the company’s account of the incident — describing their sit-in… Read More

20 arrested at Microsoft headquarters in latest protest over Israel tech contracts

Editor’s Note: This post has been changed to reflect an updated count of the number of arrests. See follow-up story:… Read More

Microsoft launches formal review into alleged use of its Azure cloud in Palestinian surveillance

Microsoft, under continued pressure over the use of its technology by the Israeli military, said Friday that it’s launching a… Read More

Microsoft rolls out OpenAI’s GPT-5 — and Elon Musk rolls out the commentary

The release of GPT-5 on Thursday gave Microsoft an opportunity to spotlight its exclusive cloud API partnership with OpenAI —… Read More

Amazon will offer OpenAI’s open-weight models, sidestepping Microsoft via Apache 2.0 license

OpenAI released its first open-weight AI models in more than five years, and Amazon quickly said they will be available… Read More

Podcast

Have we hit ‘Peak AI’? Microsoft, Amazon, and a pivotal week for Seattle tech

This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon… Read More

Microsoft reaches $4 trillion valuation — for a moment, at least — after big earnings report

Microsoft’s market value touched $4 trillion for the first time, becoming only the second U.S. company to cross the milestone,… Read More

Internal memo: Microsoft CEO Satya Nadella urges long-term thinking as Azure marks 15 years

This month has been a roller-coaster at Microsoft — starting with thousands of layoffs and ending with blockbuster earnings. In… Read More

Microsoft plans record $30 billion in quarterly capital spending to meet surging AI demand

Microsoft plans to invest more than $30 billion in capital expenditures in the upcoming quarter — a new high —… Read More

Amazon Q2 earnings preview: AI bets, cloud growth, and tariff changes in the spotlight

Amazon’s infrastructure investments and cloud business will go under the microscope Thursday when the company reports second-quarter financial results —… Read More

Microsoft earnings preview: AI fuels cloud growth, boosts capital costs, reshapes workforce

[Update, July 30: Microsoft beats expectations, says Azure revenue tops $75B annually in new financial disclosure.] Microsoft is expected to… Read More

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