Dafinchi AI

Microsoft Corporation

MSFT

Technology

2w

Microsoft Cloud Revenue Surpasses $168 Billion with 23% Growth

Microsoft Cloud achieved a record $168 billion in annual revenue, up 23%.
Azure alone surpassed $75 billion, up 34%, driven by growth across all workloads.
Expansion of data center capacity with over 2 gigawatts of new capacity in the past 12 months, supporting AI infrastructure.
All Azure regions are now AI-first, supporting liquid cooling for enhanced efficiency.
Introduction of the Microsoft Sovereign Cloud to address data residency and sovereignty needs, spanning public and private cloud deployments.

GOOG

Technology

3w

Google's AI Infrastructure and Investment in Data Centers

Google operates the world's leading AI-optimized data centers and cloud regions.
Invested approximately $22.4 billion in CapEx in Q2, primarily in servers and data centers.
Plans to increase CapEx to around $85 billion in 2025 due to rising cloud demand and accelerated data center construction.
Anticipates further CapEx growth in 2026 driven by customer demand and new growth opportunities.

Cisco Systems, Inc.

CSCO

Technology

4d

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.

ServiceNow, Inc.

NOW

Technology

3w

ServiceNow's Leadership in Enterprise AI and Agentic AI Platform

ServiceNow's platform is at the forefront of enterprise AI, with a focus on agentic AI transforming business models.
The company emphasizes its unique position as an enterprise AI platform that integrates any data source, LLM, and system, managing all agents through the AI Control Tower.
Bill McDermott highlights the platform's ability to manage 1 trillion transactions and $65 billion workflows, positioning ServiceNow as the 'extensible AI operating system for the agentic enterprise.'
The company has already surpassed initial expectations for AI Control Tower net new ACV and is deploying new AI programs like NowNext AI to accelerate customer adoption.

Cloudflare, Inc.

NET

Technology

2w

Cloudflare's Strategic Positioning in the AI and Web Ecosystem

Cloudflare is positioning itself as a key enabler of the AI-driven web, with strategic partnerships with leading AI and publishing companies.
The company is developing new 'Act 4' products to power agentic transactions, emphasizing its role in the evolving AI and content ecosystem.
Cloudflare's infrastructure is uniquely suited to support the emerging agentic web, with capabilities to facilitate transactions between AI agents and content creators.

Microchip Technology Incorporated

MCHP

Technology

1w

AI and Data Center Opportunities in Semiconductor Portfolio

Microchip has secured design wins in data center infrastructure, including AI acceleration, storage, and network infrastructure, with tier 1 cloud providers and enterprise leaders.
Rich Simoncic highlighted advancements in AI coding assistants, which improve customer productivity by up to 40%, with a new AI agent feature to be released in September 2025.
The company is expanding its connectivity, storage, and compute offerings for AI and data center applications, including intelligent power modules for AI at the edge.
Security enhancements include embedded controllers with post-quantum cryptography support, complying with NSA mandates and standards like CNSA 2.0 and European Cyber Resiliency Act.

Western Digital Corporation

WDC

Technology

2w

AI-Driven Data Growth and Agentic AI Impact on Storage Demand

Management emphasized the transformative impact of AI, especially Agentic AI, on data creation, collection, processing, and storage.
Agentic AI is generating unprecedented data growth across industries, with applications in enterprise chatbots, engineering, design, and development.
Western Digital is already benefiting from AI to accelerate product development cycles.
The trend is still early but expanding rapidly, increasing the need for cost-efficient, reliable HDD storage as the foundation of data infrastructure.

AVPT

Technology

1w

AI Governance and Agentic AI Capabilities Expansion

AvePoint expanded its Agentic AI governance capabilities to secure AI agents like Microsoft 365 Copilot, including prompt tracking, access controls, and policy enforcement, driven by customer needs for large-scale Copilot rollouts.
The company is working closely with major clients to mitigate oversharing and compliance risks associated with AI-generated content, positioning itself as a leader in AI governance.
Management highlighted that AI-related governance is a key growth area, with the potential for continued expansion as AI adoption accelerates across enterprises.
TJ Jiang emphasized that AI governance is still in early stages, with up to 80% of companies deploying some form of AI, indicating significant growth potential in this space.

Grid Dynamics Holdings, Inc.

GDYN

Technology

2w

AI-First Business Transformation and Client Impact

Grid Dynamics is aligning its entire business around an AI-first approach, infusing AI into go-to-market, service offerings, delivery, and talent management.
AI and Data contributed 23% to overall organic growth in H1 2025, growing nearly 3x faster than the overall business.
Clients are increasingly seeking AI-native partners to lead enterprise AI adoption, with measurable impacts such as over 5% conversion improvements from conversational commerce.

A10 Networks, Inc.

ATEN

Technology

1w

Strategic Positioning in AI and Cybersecurity Validation

A10's solutions emphasize high performance and advanced security, aligning with the cybersecurity landscape.
Recent selection by a global cloud leader to build AI infrastructure validates market positioning.
Management emphasizes alignment with IT and infrastructure spending catalysts: AI and cybersecurity.
Focus on innovation and go-to-market execution at the intersection of AI and cybersecurity.