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First-quarter results illustrate how artificial intelligence has yet to produce much in the way of rewards
Ecommerce giant’s warning knocks out a rally in its shares after earnings report
Cost-cutting and AI competition has forced tech group to redouble its efforts to turn research into services
Communications watchdog Ofcom ‘particularly concerned’ over practices of tech giants that dominate cloud market
The pace of digital transformation could be set to pick up
Losses are narrowing and sales are growing at CrowdStrike as demand for protection soars
Ecommerce company warns of ‘uncertain environment’ as economic worries prompt budget cutbacks
Software group’s main growth engine slows further as clients grow more cautious amid economic uncertainty
Taking on cloud titans AWS and Microsoft will surely require plenty more capex
Software provider was not prepared for customers taking more measured approach to spending
Microsoft, Amazon and Google adjust to slowing growth in one of the tech industry’s hottest categories
Professional investors should keep a close eye on the trade-off between improved services and cost
Google, Oracle, Amazon and Microsoft clinch long-fought deal after previous contract got bogged down in legal challenges
Streaming services promise to make every device into a console
Reliance on platforms and a concentration of providers leave institutions at risk
Investors spooked by weak earnings season and runaway costs at largest digital companies
Company sounds cautious note as its customers ‘optimise’ spending to save money
Ofcom will assess whether Amazon, Microsoft and Google are limiting innovation and growth
Veteran short seller is betting against server warehouses but some of the world’s biggest investors remain bullish
Chinese tech group has been reeling since US imposed export controls on it in 2020
Chinese ecommerce group’s shares climb after results beat low expectations
A growing dependency on cloud computing could spell danger, warns BIS
Short seller bets against Reits that own big server warehouses on risks that customers will become rivals
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Chinese tech giants lag behind pace of US rivals as Beijing favours state vendors
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