Marc Benioff says Salesforce is saving about $100M a year by using AI tools in its customer service operations (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2025-10-14/salesforce-says-ai-customer-service-saves…
Sources: Oracle has pushed back completion dates for some data centers it is building for OpenAI from 2027 to 2028, largely due to labor and material shortages (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2025…
Sources: Microsoft's US data center crunch will last through H1 2026, longer than previously outlined, as the company restricts new Azure cloud subscriptions (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/20
Snowflake reports Q3 product revenue up 29% YoY to $1.16B, and forecasts Q4 adjusted operating income margin below estimates; SNOW drops 7% after hours (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-0…
Microsoft has committed $33B to neocloud providers; sources: its $19.4B Nebius deal will provide computing power for creating LLMs and a consumer AI assistant (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2025-10-0…
OpenAI-Microsoft deal: Microsoft gets a 27% stake, access to its AI models until 2032, including AGI-level models, and OpenAI will buy $250B of Azure services (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2025-1…
Oracle, whose expenses are rising as it begins to fulfill massive cloud infrastructure deals, turned cash flow negative this year for the first time since 1992 (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/newsletters…
CoreWeave expands its data center capacity agreements with OpenAI by $6.5B, bringing their total potential value to $22.4B, to support training of OpenAI models (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/20…
Zoom reports Q3 revenue up 4.4% YoY to $1.23B, vs. $1.21B est., enterprise revenue up 6.1% YoY to $741.4M, and a Q4 revenue forecast above estimates (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2025-11-24/zoo…