• Starts at 2:19: Microsoft passes on an option to more than double its Texas AI capacity deal with Nscale

Full episode: https://opensight-astro-pilot.pages.dev/podcast/news-flash-2026-11-06/

• Amazon posts its best margin ever while AI spending turns cash flow sharply negative

Full episode: https://opensight-astro-pilot.pages.dev/podcast/news-flash-2026-10-31/

• Starts at 0:16: Microsoft's Azure grows 48 percent while the company stays cash positive
• Starts at 1:44: Alphabet's cloud revenue doubles but heavy spending pushes cash flow negative again

Full episode: https://opensight-astro-pilot.pages.dev/podcast/news-flash-2026-10-30/

• Kubernetes starts a working group to define workload conformance

Full episode: https://opensight-astro-pilot.pages.dev/podcast/news-flash-2026-10-29/