Market context
Follow the story. See which markets it affects. Explore the context.
Microsoft’s Intelligent Cloud posted strong Q4 results with Azure up 39%, GPT-5 rollout, raised capex and upbeat guidance, while AWS faces intensifying competition from Microsoft and Google amid risi…
Nebius will supply Microsoft with GPU infrastructure in a $17.4bn five-year deal. Nebius launched a $1bn stock offering and $2bn of convertibles to fund compute expansion, sending its shares to recor…
Microsoft agreed to pay $17.4 billion to Nebius for GPU infrastructure over five years, boosting its AI cloud capacity. The roundup also covers OpenAI restructuring, Arm growth, Intel leadership chan…
Microsoft expands a Nebius GPU services/capacity deal to roughly $19.4B, securing dedicated GPU infrastructure in Vineland, NJ through 2031 and including termination rights if Nebius misses delivery …