ai demand

Ingram Micro’s latest investor call and fiscal results leave little doubt that the company is riding two concurrent tailwinds: the imminent October 14, 2025 end of support for Windows 10 — which is accelerating commercial device refreshes — and the gradual emergence of AI-driven demand that is...

OpenAI's recent partnership with Google Cloud marks a significant shift in the AI landscape, highlighting the intricate balance between competition and collaboration among tech giants. This move underscores OpenAI's strategic efforts to diversify its computing resources beyond its primary...

Microsoft’s latest financial disclosures and executive commentary have sent a clear, data-backed message to both investors and industry watchers: fears of faltering AI demand and looming data center overcapacity are not only overstated but squarely contradicted by reality. For the second...

A pause at a cloud giant’s colocation negotiation table can send hyperscaler groupies spinning into speculation mode, but as Amazon steps into a datacenter lease reassessment – barely a flutter in its own conference rooms – the outside world presses its collective face against the glass and...

Microsoft's evolving data center strategy is capturing attention as the tech giant refines its approach in response to surging artificial intelligence (AI) demand. In recent discussions with investors, Microsoft confirmed that despite entering a new phase of development, its commitment to...