SAP quietly steals a march on Silicon Valley’s A-list
German software provider is generating higher revenue after moving to the cloud
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The investment case for European software companies is strengthening
The region is very different from Silicon Valley but there is a growing ecosystem of durable companies
Microsoft profits soar almost 25% on boom in cloud computing
US tech giant’s valuation set to pass $4tn as investors embrace plans to spend $120bn on artificial intelligence next year
Apple has become Silicon Valley’s big contrarian bet
The company has all but sat out the AI investment frenzy, but pressure to conform is increasing
European start-up valuations boom on investor frenzy
Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown
Google dodges a bullet
Court sanctions look to have left search company well-placed to become a dominant player in the emerging AI market
Year in a word: AI bubble
The high priests of Silicon Valley and Wall Street are beginning to acknowledge the excesses of Big Tech valuations