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THE SILICONANGLE 120
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CAPITAL EXPENDTURE

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Microsoft’s AI revenue grows, but its stock falls on lower guidance and spending concerns

BY MIKE WHEATLEY - 2 YEARS AGO

CUBE EVENT COVERAGE

LATEST FROM THECUBE

AI-native software development requires a new engineering model

Robotics and edge AI put new pressure on computing infrastructure

Three insights you may have missed from theCUBE’s coverage of the AMD Advancing AI event

Icite targets knowledge graphs to give AI agents the context needed for autonomous security workflows

What to expect during Black Hat USA: Join theCUBE Aug. 5-6

DIVE INTO DAVE VELLANTE’S BREAKING ANALYSIS SERIES

AMD calls its shot, but the real race is engineering velocity

AMD’s next reinvention: A new playbook for the AI era

Nvidia’s AI networking moat is real – but the lock-in debate continues

What is sovereign AI -- and why it will decide the winners and losers of the AI race

The token economy: The state of AI mid-2026

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