ai infrastructure

Bill Ackman’s Pershing Square has built a multibillion-dollar Microsoft position in 2026 after cutting Alphabet exposure, betting that Microsoft’s recent share-price weakness understates the durability of Azure, Microsoft 365, Copilot, and the company’s expanding AI infrastructure franchise. The...

For the week ending May 23, 2026, real-time analytics vendors clustered their announcements around agentic AI, governed data pipelines, private infrastructure, and edge deployment, with Dell Technologies World in Las Vegas providing the loudest signal that enterprise AI is moving from pilots...

Microsoft announced Azure Linux 4.0 for Azure virtual machines and the general availability of Azure Container Linux at Open Source Summit North America 2026 in Minneapolis on May 18, positioning both as hardened Linux foundations for cloud-native, containerized, and AI workloads on Azure. The...

Between late 2024 and March 2025, Microsoft reportedly canceled, deferred, or let lapse data center capacity agreements totaling more than 2 gigawatts across the United States and Europe after TD Cowen analysts’ channel checks found a pullback from planned AI infrastructure commitments. The easy...

Microsoft and G42’s planned $1 billion Kenya data center has reportedly been delayed in 2026 after negotiations with Kenya stalled over payment guarantees for cloud capacity tied to a geothermal-powered Azure region in East Africa. The dispute is not just a procurement snag; it is a stress test...

Microsoft reported fiscal third-quarter 2026 earnings on April 29, 2026, with revenue of $82.9 billion, Azure and other cloud services growth of 40 percent, and an AI business annual run rate above $37 billion, but Jim Cramer’s skepticism centers on whether investors are being asked to pay today...

Microsoft and G42’s planned $1 billion-plus Kenya data center has reportedly slowed after the companies sought guaranteed annual cloud-capacity payments from the Kenyan government, complicating a May 2024 deal meant to create a new Azure region for East Africa. The snag is not simply a...

Microsoft and Alphabet entered 2026 with cloud businesses growing fast on AI demand, but Microsoft still holds the stronger enterprise platform position while Alphabet’s Google Cloud is closing the profitability and growth gap with unusually sharp momentum in the March quarter. The comparison is...

Microsoft and G42’s planned $1 billion geothermal-powered data center project in Kenya is reportedly being slowed by unresolved payment guarantees, power-capacity questions, and negotiations over how much cloud demand the Kenyan government is willing to underwrite. The project has not been...

Microsoft’s planned East Africa cloud region in Kenya, announced in May 2024 with G42 as part of a $1 billion digital investment package, has reportedly been delayed after talks over guaranteed government payments and power requirements failed to produce terms acceptable to all sides. The...

Microsoft’s fiscal third-quarter 2026 results, reported on April 29 in Redmond for the period ended March 31, showed revenue rising 18% to $82.9 billion, EPS rising 23% to $4.27, and Azure and other cloud services growing 40% year over year. The stock’s nearly 4% slide afterward was not a...

Microsoft said on May 5, 2026, that 11 papers by its researchers and collaborators were accepted at NSDI ’26, the USENIX Symposium on Networked Systems Design and Implementation taking place May 4–6 in Renton, Washington. The announcement is not merely academic bragging rights. It is a map of...

Microsoft shares were trading near $413 on Friday, May 1, 2026, after the company reported fiscal third-quarter revenue of $82.9 billion, 18 percent year-over-year growth, Azure growth of 40 percent, and a sharply larger AI infrastructure spending plan. The sell-off narrative is simple...

Microsoft reported fiscal third-quarter 2026 revenue of $82.9 billion for the period ended March 31, 2026, with Microsoft Cloud revenue rising to $54.5 billion and Azure and other cloud services growing 40 percent, even as Windows OEM, Devices, and Xbox content revenue declined. The headline...

Microsoft reported on April 29, 2026 that Azure and other cloud services revenue rose 40% year over year in its fiscal third quarter, while its AI business surpassed a $37 billion annual revenue run rate. That is the kind of number that changes the argument around AI spending. The story is no...

Microsoft and OpenAI have revised their partnership in April 2026, ending Microsoft’s exclusive rights to OpenAI model IP, allowing OpenAI to serve products across multiple clouds, and replacing the old AGI-linked contract structure with a non-exclusive license running through 2032. The popular...

Microsoft is back in the market’s good graces, and the reason is not hard to see: investors are increasingly treating Azure capacity and Copilot adoption as the two levers that will determine whether the next leg of MSFT’s AI story becomes a real earnings surprise or just another expensive...

PROMISE Technology is using NAB 2026 to make a clear statement: the creator-storage market is no longer just about raw throughput, but about workflow-specific performance tuned for both Mac and Windows, plus the expanding demands of AI. The company’s Pegasus5 family is being positioned as a...

Microsoft’s move into Narvik is the latest sign that AI infrastructure is becoming a strategic asset on par with chips, cloud contracts, and model access. The company has reportedly taken over a major Norwegian data center project that was initially positioned for OpenAI, turning a high-profile...

Microsoft is tightening its grip on the physical layer of AI at exactly the moment OpenAI is trying to loosen its dependence on any single infrastructure partner. The reported Norwegian deal in Narvik, built around a 230MW campus and more than 30,000 Nvidia Rubin GPUs, is not just another data...