The Brutalist Report - techmeme

system | |

Techmeme

Microsoft will start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% YoY to $29.42B in Q4 (Jordan Novet/CNBC) [8d]
Uber launches London's first commercial robotaxi service; the vehicles use Wayve's autonomous driving tech and will initially have human safety drivers (Andrew J. Hawkins/The Verge) [8d]
Sources: Palo Alto Networks paid $500M in cash and stock to acquire agentic IT support startup Console; PitchBook: Console was valued at $157M before the sale (Marina Temkin/TechCrunch) [8d]
Sources: Thoma Bravo-backed Proofpoint is in talks to acquire cybersecurity company Varonis; Varonis rose 10.4% on Wednesday, giving it a market value of ~$5.4B (Ryan Gould/Bloomberg) [8d]
Muse Spark 1.3 with max reasoning, in limited preview for partners, scores 62 on the Artificial Analysis Intelligence Index, behind only Fable 5.1 and Opus 5 (@artificialanlys) [8d]
HPE reports Q3 revenue up 34% YoY to $12.2B, vs. $11.9B est., forecasts FY 2026 and FY 2027 sales growth above est., signs a $3.5B server deal with a cloud firm (Dina Bass/Bloomberg) [8d]