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Microsoft plans to more than triple its data center capacity to over 38 gigawatts by 2032. The aggressive expansion aims to resolve severe server shortages that previously forced the company to turn …
Bitcoin's surge above $80,000 ignited a rally across crypto mining stocks, driven by ETF inflows and dollar weakness. Meanwhile, miners with AI infrastructure pivots, such as IREN and TeraWulf, gaine…
An AWS executive criticized slow product rollouts and pushed staff to deliver roadmap items ahead of Reinvent amid concerns AWS is trailing rivals in generative AI; CEO Andy Jassy defended the compan…
Microsoft and Space42 will build the UAE’s first Sovereign Mobility Cloud on Azure, ensuring data residency and regulatory compliance to accelerate autonomous mobility pilots, deployments, and ecosys…
Nvidia jumped after announcing a partnership with OpenAI, including up to $100 billion potential investment and commitments to deploy at least 10 gigawatts of Nvidia systems for OpenAI data centers; …
A comparison finds Microsoft a stronger, more stable AI investment than C3.ai thanks to cloud scale, Copilot adoption and robust finances, while C3.ai faces revenue declines, execution risk and weak …
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 raised $3B after signing a $17.4B, five-year GPU infrastructure deal with Microsoft; Nebius shares jumped 49% and the financing includes $2B notes and $1B share offering.
Nebius Group will provide Microsoft with $17.4B of GPU infrastructure capacity over five years from a new Vineland data center, boosting Microsoft’s AI/cloud capacity and addressing GPU supply constr…
Nebius will supply Microsoft with $17.4 billion of dedicated GPU infrastructure capacity over five years, starting later this year, boosting Microsoft’s ability to meet AI/cloud GPU demand and liftin…
Undersea fiber cuts in the Red Sea are causing higher latency for Microsoft Azure traffic; Microsoft has rerouted routes to maintain service and will provide updates, with traffic not interrupted.
WHX Tech 2025 opens in Dubai, showcasing AI-driven healthcare, digital health platforms, and a start-up pitch contest; Microsoft and Amazon AWS executives participate in panels on AI diagnostics and …
On MSFT Q4 fiscal 2025 call, Nadella called quantum the next cloud accelerator, boosting interest in quantum firms and partnerships; IonQ and Rigetti gains highlighted, with Rigetti favored for execu…