FEBRUARY 5, 2026
Google's 52x AI Growth
Google's Gemini processes 10B tokens/minute, up 52x YoY, while cutting serving costs 78%. Cloud revenue hit $17.7B, growing 48%.
Cloud
NOVEMBER 10, 2025
Datadog: As Reliable as Your Golden Retriever
Datadog's platform transition drives remarkable consistency: 25% YoY growth for 12 straight quarters, 120% net dollar retention recovery, 84% multi-product adoption, & 15 AI native customers >$1M ARR as security suite accelerates to mid-50s% growth.
OCTOBER 30, 2025
$555B of Cloud Spend
Microsoft & Google commit $555B in cloud backlog & $232B in annualized capex, driving unprecedented AI infrastructure buildout despite spending 93-137% of cash reserves.
AUGUST 1, 2025
The AI-Driven Cloud Market Share Shift
Explore how GPT-4 and AI reshapes cloud market dynamics, as Azure surges to 46.5% share while AWS's dominance wanes. Key data for startup founders & investors.
