ai cloud infrastructure

Microsoft reported fiscal third-quarter 2026 results on April 29, with Azure and other cloud services revenue up 40% year over year, while Alphabet’s Google Cloud reportedly accelerated faster, making the AI cloud race look less like a Microsoft coronation than a capital-spending knife fight...

Perplexity’s surprise $750 million commitment to Microsoft’s Azure Foundry marks a clear pivot in the tactics of a fast-growing AI startup: not an abandonment of Amazon Web Services, but a deliberate, high-stakes bet on multicloud flexibility and model diversity as the centrepiece of modern AI...