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Microsoft says Azure affected after cables cut in the Red Sea
Techcrunch
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2025.36: Google, Apple, and a Giant Sigh of Relief
Stratechery
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An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
Stratechery
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Nvidia’s $46.7B Q2 proves the platform, but its next fight is ASIC economics on inference
Venture Beat
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AWS, Microsoft and Google unite behind Linux Foundation DocumentDB database to cut enterprise costs and limit vendor lock-in
Venture Beat
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July monthly alternative data report: NVDA, AMD, ASICs, AWS, GCP, Azure
Rihard Jarc
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Cloudflare (NET) Q2 2023 Earnings Review
Peter Offringa
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Why Arguing With My Wife Led Me to Buy Cloud Stocks
James Altucher
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Seeing Like an Algorithm
Eugene Wei
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