Ottawa’s recent disclosure that the federal government has spent nearly $1.3 billion on cloud services from U.S. providers since 2021 — with more than a billion of that directed to Microsoft and portions of that budget underpinning what the Department of National Defence calls “mission‑critical”...
aicompute
amazon web services
canadian government
cloud act
cloud computing
cloud governance
cloud security
data residency
data sovereignty
defence it
digital sovereignty
google cloud
government procurement
hyperscalers
microsoft azure
multi cloud strategy
multi-cloud
national security
procurement
public sector it
sovereign cloud
sovereign compute
sovereignty cloud
vendor lock-in
Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world.
Background
For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...
Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...
Oracle’s quarter rewrote expectations: a staggering $455 billion in booked future revenue and a five‑year Oracle Cloud Infrastructure (OCI) projection that takes OCI from a mid‑single‑digit cloud player into the same league, on paper, as the largest hyperscalers — if the contracts behind that...
aicomputeai infrastructure
backlog
capex
cloud
data center
data custody
enterprise it
exadata
five-year projection
hyperscaler
model training
multicloud
oci
openai
oracle
revenue ramp
rpo
stargate
Microsoft has quietly begun preparing the hardware and operational scaffolding to stop being a pure buyer of frontier AI models and instead build — and run — its own in‑house models at scale, telling employees it will invest heavily in dedicated chip clusters while keeping the OpenAI partnership...
15000 gpus
aicomputeai hardware
ai infrastructure
azure ai
chip clusters
cloud compute
copilot
data governance
enterprise ai
frontier models
in-house ai
mai-1
microsoft ai
model training
nvidia h100
on-prem ai
openai mou
openai partnership
tech news
Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...
300 mw
aicompute
azure
capacity
capacity planning
cloud infrastructure
data center
expressroute
gpu
hyperscaler
latency
microsoft
multi-region
nebius
neocloud
new jersey
outsourcing
sla
supply chain
Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...
For years, desktop PC enthusiasts and power users have watched from the sidelines as Microsoft’s Copilot Plus features—a suite of advanced AI tools promising transformative productivity and creativity—have rolled out exclusively on select laptops. That landscape is poised for a dramatic shift in...
aicomputeai hardware
ai in gaming
ai productivity
ai technology
ai workflows
amd ryzen
copilot plus
desktop gaming
desktop processors
future of pcs
gaming performance
intel arrow lake
intel cpu
neural processing units
npu architecture
pc upgrades
processor refresh
windows 11
windows ai features
In a rapidly evolving cloud computing landscape, even the most high-profile partnerships can face turbulence. Microsoft's reported decision to scale back portions of its agreements with CoreWeave—an ambitious AI-powered cloud provider with heavyweight backing from Nvidia—signals more than a...
Google’s push to bolster AI compute has taken another fascinating twist as the tech giant is reportedly in advanced talks to lease Nvidia’s cutting-edge Blackwell B200 GPUs from cloud provider CoreWeave. While internally engineered Trillium TPUs have long been the backbone of Google’s AI...