Datadog’s latest earnings report has sent a strong message across Wall Street: the artificial intelligence boom is creating clear winners in the software industry, especially among companies that support the infrastructure behind AI systems. The cloud monitoring company saw its stock surge more than 30% after reporting stronger-than-expected results and raising its guidance for the year. The jump marked one of Datadog’s biggest single-day gains since going public and showed i

Vercel is investigating a major security incident that shows how a breach at one company can quickly ripple across the wider tech industry. The company said attackers gained unauthorized access to certain internal systems after compromising Context.ai , a third party AI tool used by one Vercel employee. That access reportedly allowed the attacker to take over the employee’s Vercel Google Workspace account through OAuth permissions and then move into some Vercel environments,

Microsoft’s latest expansion in Ontario shows how the race to build artificial intelligence infrastructure is becoming just as much about economic growth and public trust as it is about technology. As part of its previously announced $19 billion commitment to Canada, Microsoft is expanding its cloud and AI infrastructure across Ontario in a move expected to strengthen the province’s computing capacity, reinforce its leadership in the digital economy, and support 1,250 jobs. T

Microsoft has announced its most significant investment in Italy, committing €4.3 billion over the next two years to expand its...