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Zoom revenue spikes to $328M in Q1; CEO thanks Amazon Web Services for help meeting demand

GeekWire

Zoom CEO Eric Yuan gave a special shout-out to longtime partner Amazon Web Services and its CEO Andy Jassy for helping the company meet demand. AWS posted net sales of $10.2 Zoom video conferencing rival Microsoft Teams is also growing rapidly. Zoom Chart).

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‘An easy button to get off Windows’: Amazon’s new AI moves Microsoft apps to Linux

GeekWire

GeekWire Photo / Todd Bishop) LAS VEGAS — Amazon has a new use for AI: dumping Microsoft Windows. Amazon Q competes on different fronts with Microsoft’s market-leading GitHub Copilot, Microsoft 365 Copilot for businesses, Google Gemini, Salesforce Agentforce, and many other AI tools for businesses and developers.

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Capital spending soars in the cloud as Microsoft, Google, and others bet big on AI demand

GeekWire

These servers inside a Microsoft data center in Quincy, Wash., Microsoft Photo / John Brecher) Analysts, investors, and the media are suddenly focused intensely on capital expenditures by tech giants including Microsoft, Meta, Google, and others to size up the industry’s bet on the cloud and artificial intelligence.

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Amazon pours up to $4B into AI startup Anthropic, escalating rivalry with Microsoft and Google

GeekWire

The investment and expanded partnership includes a commitment by Anthropic to make Amazon Web Services its main cloud provider. Amazon’s investment in Anthropic echoes Microsoft’s multi-billion dollar investment in OpenAI. Specific terms of the investment and the size of Amazon’s stake were not disclosed.

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Amazon’s online store sales dip below 40% of net sales for first time, and other earnings notes

GeekWire

The chart below is what Amazon’s net sales look like in raw numbers over the past several years, broken down into the major business segments reported by the Seattle-based company. Here are the same results, expressed as a percentage of net sales. Amazon Web Services posted revenue of $22.1

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Tech Moves: Tomo co-founder steps down; Usermind co-founder joins Ironclad; ex-Google director back at Microsoft

GeekWire

(LinkedIn Photo) — Jeana Jorgensen returned to Microsoft as a corporate vice president within the company’s Worldwide Learning unit. “Getting to work in Microsoft Learning right now, during this AI wave…really?! . Kornblum previously worked at Microsoft for 14 years and was general counsel at Bungie.

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Amazon rips Microsoft for ‘spotty operational performance during the COVID-19 crisis’

GeekWire

Amazon took a swipe at Microsoft’s cloud computing technology performance this week, calling out the company’s “spotty operational performance during the COVID-19 crisis.”. Amazon is once again challenging the Department of Defense’s decision to award the $10 billion JEDI contract to Microsoft. (Bigstock Photo).