AWS's big consulting arm, ProServe, is shifting to outcome-based pricing, and reorganizing around AI agents the company calls "digital employees." ...

Alibaba Cloud faces significant headwinds, but its pivot to high-margin AI services and its deeply depressed valuation present a compelling long-term opportunity. A sum of the parts analysis reveals ...

The artificial intelligence revolution is reshaping IT at every level, from infrastructure to operating models. On the latter, AI is forcing a business model reset, as enterprises grapple with the ...

Pegasystems delivered a strong Q3, driven by robust growth in its Pega Cloud subscription business and successful model transition. PEGA's revenue grew 17% year-over-year, with Pega Cloud revenue up ...

Welcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital ...