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Microsoft launches a community-first AI infrastructure initiative, investing in partnerships to create local jobs and advocating for utility rates that cover data center electricity costs.
Microsoft benefits from a 20-year deal to power AI data centers through a nuclear plant, while the AI and energy sectors see growth driven by U.S. nuclear energy policies and rising data center power…
Evercore maintains a positive outlook on Microsoft for 2026, emphasizing sustained AI infrastructure demand and steady spending by hyperscalers, signaling strong growth potential in enterprise AI.
Investor Jim Chanos warns that AI data centers, especially those operated by Amazon and legacy players, face low returns and GPU obsolescence risks. He favors AI chip makers over data center landlord…
Sullivan & Cromwell forms a digital infrastructure group, advising tech giants including Microsoft and Google Cloud on AI-related financing and data center projects, indicating growing opportunities …
Microsoft, Amazon, and Google aggressively ramp AI infrastructure spending despite rising capital costs, signaling strong commitment to AI growth, driven by robust cloud revenues and demand, while fa…
Nebius secures major contracts with Microsoft and Meta to expand AI infrastructure across US and Europe, focusing on margins and long-term growth amid rapid AI adoption and competitive neocloud marke…
The US has authorized advanced AI semiconductor exports to UAE-based G42, enhancing collaboration with Microsoft, Nvidia, and others to build large-scale AI infrastructure projects, signaling strong …
European data centre and AI infrastructure lags behind the US due to financing challenges, grid issues, and talent shortages. The lack of a European GPU competitor and high latency concerns hinder gr…
Microsoft signed a $9.7 billion deal with IREN to expand rural Texas AI data centers, leveraging bitcoin miners’ existing power infrastructure amid rising AI infrastructure demand.
Spain's ACS is partnering with BlackRock’s GIP to develop data centers amid surging AI demand. GIP recently co-invested with Microsoft and Nvidia in US data center acquisitions, highlighting signific…
Microsoft is investing $10 billion in a new AI-focused data center in Portugal, enhancing its cloud and AI infrastructure in Europe, with Nvidia as a key customer. The multi-year project aims to boos…
Dell Technologies benefits from strong AI server demand, robust Q3 guidance, and expanding partnerships with Microsoft and NVIDIA, supporting growth for these tech leaders.
Lambda signs a multibillion-dollar deal with Microsoft to deploy AI infrastructure using thousands of NVIDIA GPUs, marking a significant multi-year collaboration boosting both companies' AI capabilit…
Microsoft has launched a multibillion-dollar AI infrastructure deal with Lambda, utilizing Nvidia-powered technology to enhance AI deployment.
Microsoft commits $9.7 billion to AI cloud capacity with Australia's IREN, addressing Azure's AI demand bottleneck, signaling strong growth in AI infrastructure partnerships.
Seagate and Western Digital stocks surge on AI-driven storage demand. Tech giants GOOGL, MSFT, and AMZN boost capital spending on AI infrastructure, signaling growth potential in related sectors.
Microsoft advances AI infrastructure with Azure AI Foundry and escalates agent services, gaining strong market traction alongside IBM and ServiceNow's AI expansions.
Microsoft and NVIDIA unveiled the GB300 Supercomputer to boost AI infrastructure, enhancing AI model access and expanding data centers amid market volatility impacting major tech stocks.
Microsoft secured a $17.4 billion AI infrastructure deal with Nebius, expanding its GPU capacity amid aggressive AI data center growth and custom AI chip development, reinforcing its leading position…