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Cloud Computing & Enterprise Software

Cloud platforms and their competition, enterprise SaaS and CRM, data platforms, virtualization and licensing shifts, cloud pricing and FinOps, sovereign and private cloud, reliability and outages, product lifecycles, and developer/observability tooling.

Is Azure Becoming an Essential Facility? The Antitrust Question Looming Over Cloud

By KAPUALabs
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Is Azure Becoming an Essential Facility? The Antitrust Question Looming Over Cloud

Microsoft's $190B AI Infrastructure Bet: A Capital Allocation Analysis

By KAPUALabs
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Microsoft's $190B AI Infrastructure Bet: A Capital Allocation Analysis