Databricks’ local Postgres approach could make agentic applications faster and cheaper, but analysts warn that enterprises will need to address new governance and security challenges.
Earnings call Microsoft reported Q3 FY25 revenue of $70.1B, up 15% YoY in constant currency, with EPS of $3.46, up 19%. Azure revenue grew 35% YoY in constant currency, including 16 points from AI.