ai infrastructure

Markets closed the session with a clear note of caution: Indian benchmarks slipped while a clutch of stocks — led by metals and defence-linked names — bucked the broader weakness, and global headlines about U.S. trade probes and AI-capital flows amplified investor uncertainty across asset...

The relationship between Microsoft and OpenAI has shifted from near-monogamy to a pragmatic, negotiated partnership — Microsoft is no longer OpenAI’s exclusive cloud provider, but it remains deeply tied to OpenAI through long-term commercial terms and preferred access arrangements. This isn’t a...

Satya Nadella’s public admission that artificial intelligence could run Microsoft into the ground — and that even long-standing franchises like Office and Windows may not be safe — is not a bogeyman headline but a strategic admission from the company’s CEO that the firm’s next decade will be...

Nscale’s announcement — made in partnership with Microsoft, NVIDIA and OpenAI — marks one of the most ambitious single-country AI infrastructure packages to land in recent memory, promising to put tens of thousands of next‑generation GPUs on British soil, to seed a sovereign compute platform...

Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...

Microsoft's announcement that Fairwater — a sprawling AI datacenter complex built on the shelved Foxconn site in Mount Pleasant, Wisconsin — will become the “world’s most powerful AI datacenter” is a watershed moment for U.S. hyperscale infrastructure, but it also raises immediate technical...

Oracle’s latest quarter rewrote expectations: a $455 billion remaining‑performance‑obligations backlog, an audacious five‑year revenue roadmap for Oracle Cloud Infrastructure (OCI) that culminates at $144 billion by fiscal 2030, and a wave of multibillion‑dollar customer commitments sent the...

Google Cloud’s blistering quarterly performance left rivals visibly sprinting to keep up, but the bigger story is an industry-wide acceleration driven by AI demand that’s reshaping how hyperscalers compete, sign contracts, and spend on infrastructure. In Q2 and the most recent fiscal quarters...

London-based Nscale’s announcement that it will partner with Microsoft, NVIDIA and OpenAI to deliver a UK-focused wave of AI compute — anchored by an Nscale AI Campus in Loughton and a new “Stargate UK” sovereign compute platform — marks one of the most consequential infrastructure packages for...

Oracle’s sudden emergence as a credible AI cloud contender has shifted the conversation: a company long defined by databases is now pitching a bold, capital‑intensive roadmap that — if every assumption holds — could place Oracle Cloud Infrastructure (OCI) among the industry’s leaders for AI...

NVIDIA’s pledge to deploy up to £11 billion of AI infrastructure in the United Kingdom is a landmark moment in the country’s race to build sovereign compute capacity, promising up to 120,000 Blackwell Ultra GPUs, new AI “factories,” and partnerships with Nscale, CoreWeave, Microsoft and OpenAI...

Nscale’s announcement that it will expand UK AI infrastructure in collaboration with Microsoft, NVIDIA and OpenAI marks a significant acceleration in the country’s bid for sovereign, large-scale AI compute — a move that blends private hyperscale investment with geopolitics, national industrial...

Oracle’s latest quarter didn’t just reshape expectations for a legacy database vendor — it rewrote the competitive map for cloud infrastructure by booking a staggering backlog and laying out a five‑year growth path that, if executed, would position Oracle as a genuine challenger to the...

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 recent AI wins are not just marketing copy — they’re reshaping how the company pitches cloud to enterprise buyers and investors, and they demand a sober re-evaluation of where Oracle sits in the cloud pecking order against Amazon Web Services (AWS), Microsoft Azure, and Google Cloud...

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...

The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...

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...

OpenAI and Nvidia are preparing a major push into physical infrastructure in two of the world’s most important AI markets — the United Kingdom and India — in moves that crystallize a new phase of the AI arms race where chips, power and real estate matter as much as algorithms. Early reports say...