In-depth cloud analysis and news for business executives.
Jefferies warns Chinese and open source AI models are collapsing token prices, threatening cloud providers' trillion-dollar infrastructure bets built on assumptions of profitable AI revenue streams.
3h ago
SAP disclosed a critical Python SDK flaw rated 10.0 that could leak OAuth2 credentials to attacker-controlled servers through malicious tenant subdomains in multi-tenant BTP applications.
4h ago
Google released Gemini 4 Argon to developers at $2 per million input tokens, matching OpenAI's pricing. The model uses a unified 1 million token budget for input and output combined.
9h ago
Australia's Tax Office issued retroactive guidance reclassifying SaaS subscription fees as royalties subject to withholding tax, forcing offshore vendors to revisit contracts and compliance frameworks.
10h ago
GitLab 19.4 introduces goal-driven AI agents that complete open-ended tasks autonomously, three hosted open-weight models offering up to four times more calls per credit, and granular cost controls for automated workflows.
16h ago
Spotify's AI-assisted development doubled monthly code merges to 17,000, straining quality controls. Fleet automation caused production failures when verification systems lagged. The company now scales monitoring and rollback capacity.
23h ago
Bank of America forecasts SAP's cloud backlog will grow 24.7% in Q3, down from 26% in Q2, reflecting moderating enterprise contract activity and the critical challenge of monetizing AI features.
23h ago
Ukrainian drone strikes on three of Yandex's five Russian datacenters knocked payment services offline and reduced cloud connectivity to 30 percent, leaving users without access to funds.
1d ago
