Building the Frontier Firm with Microsoft Azure: The business case for cloud and AI modernization

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These firms are moving beyond experimentation and into scaled transformation—powered by human-agent teams—by having agents as members of their team, reinventing processes, providing employees with new skills to scale their impact, and using a modern cloud foundation...And yet, only a fraction have modernized the infrastructure needed to support this shift... The ability to scale AI respon...

AWS Weekly Roundup: Single GPU P5 instances, Advanced Go Driver, Amazon SageMaker HyperPod and more (August 18, 2025)

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Last week’s launches Here are some launches from last week that got my attention: Amazon EC2 Single GPU P5 instances are now generally available — You can right-size your machine learning (ML) and high performance computing (HPC) resources cost-effectively with the new Amazon Elastic Compute Cloud (Amazon EC2) P5 instance size with one NVIDIA H100 GPU... AWS Advanced Go Driver is gen...

Hints Of Rising Inflation Complicate Fed’s Next Policy Meeting

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21), the topic of inflation will dominate discussions...For the optimists on the inflation outlook, last week’s news for the consumer price index (CPI) was reassuring... According to this benchmark, inflation picked up to a 3...0% inflation target...An alternative measure of inflation, based on the Atlanta Fed’s Sticky CPI, highlights what appears to be a clear rebound in th...

Macro Briefing: 18 August 2025

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US retail sales rose for a second month in July, highlighting consumer resilience...4% last month after a downwardly revised 0... US industrial output fell in July, marking the first monthly decline since March...9, its highest reading in several months... The US Consumer Sentiment Index fell in August, declining for the first time in four months, according to survey data published by the Universi...

Book Bits: 16 August 2025

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Robin Castelli Summary via publisher (Wiley) Principles of Transition Finance Investing: Finding Alpha in a World Adapting to Climate Change shows how to leverage science-based models used by the largest banks in the world for their climate scenario analysis exercises and turn them into useful tools for the identification of profitable investment theses for venture capital, private equity, and pr...

Introducing Amazon Bedrock AgentCore Gateway: Transforming enterprise AI agent tool development

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Each gateway can manage multiple targets... A target represents a backend service or group of APIs that you want to expose as tools to AI agents... Each target can expose multiple tools, and Gateway automatically handles the conversion between MCP and the target’s built-in protocol... Security and authentication Gateway implements a sophisticated dual-sided security architecture that hand...

AWS named as a Leader in 2025 Gartner Magic Quadrant for Strategic Cloud Platform Services for 15 years in a row

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On August 4, 2025, Gartner published its Gartner Magic Quadrant for Strategic Cloud Platform Services (SCPS)... Amazon Web Services (AWS) is the longest-running Magic Quadrant Leader, with Gartner naming AWS a Leader for the fifteenth consecutive year... In the report, Gartner once again placed AWS highest on the “Ability to Execute” axis... Gartner recognized AWS strengths as: Largest...