This is the Daily Tech News for Friday, October 31st, 2025.

31st. What's the 31st? It's something. I'll remember it. We tell you what you need to know,

give you the important context, and help each other understand.

Today, Andy Beach tells us why AI has folks running for the shelter of text edit.

And in part two of our discussion of tech earnings, we realize why everybody's head is in the clouds.

I'm spooky Tom Merritt. I remember it's happy Halloween. There you go. I'm Jen Cutter,

who can't wait to shout out all of his candy so I don't eat it. Good luck.

Let's start with what you need to know with that big story.

All right.

So cloud is now king, as we saw in the earnings reports earlier this week from Microsoft

and Alphabet and further bolsted by Thursday's Amazon earnings.

Amazon reported that AWS revenue was up 20% on

the year, driving the overall 13% rise in revenue for all of Amazon. That's only behind advertising

in growth. Advertising rose 24%. AWS is growing at a pace we haven't seen since 2022.

Re-accelerating to 20.2% year-over-year, our largest growth rate in 11 quarters.

That's CEO Andy Jassy.

Of course, he's right along with the others.

Google's cloud revenue grew 24% last quarter.

Microsoft Azure grew 40%. So 20% isn't even

all that much. But AWS has been the leader, so you usually grow a little bit slower when

you're that far ahead. Amazon also raised its capital expenditures forecast for the rest of this year

and expect to have an even bigger number in 2026. They're going to spend a lot.

...