Microsoft has become the second company in the world to achieve a market valuation of $4T—yeah, that’s a T. Microsoft as a whole saw 18% YoY growth, which emboldened the company, for the first time ever, to break out its earnings by division. Azure brought in $75B for the year.
Of course, we all know how it feels to have that kind of casual cash burning a hole in your pocket. Personally, I’d get in on the Labubu craze. Instead, Microsoft chose to spend $30B on capital for AI in one quarter.
Microsoft also released a new report that listed the top jobs expected to be replaced by AI. In the top five: interpreters and translators; historians; passenger attendants; service sales representatives; and writers and authors. Not on the list: dog trainers! Job security and puppies? Let’s do this.
Amazon’s Q2 earnings were less impressive than Microsoft’s and Google’s, with the cloud division growing 17.5% over the last few months. CEO Andy Jassy said there’s a Wall Street narrative that AWS is falling behind in AI. The rest of Jassy’s statement shows a company that’s doing this thoughtfully and acknowledges that it’s still “so early” for generative AI. Amazon has a well-known bring-your-dog-to-work policy. So those puppies I mentioned earlier? They may also be a distraction…
AWS is dipping out of a third data center in Louisa, VA. And you thought those NIMBYs airing their grievances on Nextdoor were all talk!
AWS is also working on cooling technology for Nvidia’s GPUs, using a new system called IRHX.
AWS gave $1B in cloud credits to the Trump administration. They say rich people love a good deal, and that’s one hefty coupon.
Wheelin’ and dealin’
Move over potatoes, Idaho is here for nuclear energy! AWS is working with the Idaho National Laboratory to advance energy research and development using AWS. Why? The tech giant joins Microsoft in looking for more sustainable ways to power AI data centers. “Power is AI’s single biggest constraint,” says Jassy.
GitLab is teaming up with AWS for the next three years to make its single-tenant GitLab Dedicated platform more accessible. This will help regulated industries and public sector teams remain compliant in the cloud. At the same time, GitHub’s CEO stepped down and Microsoft moved GitHub into its CoreAI division.
New stuff
AWS is making two new models from OpenAI available on its platform. If you can’t beat ‘em, join ‘em!
Microsoft and Databricks created a new integration so that Microsoft Fabric users can access Azure Databricks tables directly and query the latest data without copying or moving anything.
Microsoft has integrated Chat GPT 5 into its full portfolio of AI-powered tools. And while some users call the newest generation of the GPT “emotionally distant,” I’d honestly feel bad ordering someone I really vibed with to do all my busy work. Frenemies, mmkay?
AWS has opened a marketplace only for AI and agents, so expect to see a flood of partners earning their AWS AI Competencies to gain access.
