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
ai compute
azure
capacitycapacityplanning
cloud infrastructure
data center
expressroute
gpu
hyperscaler
latency
microsoft
multi-region
nebius
neocloud
new jersey
outsourcing
sla
supply chain
Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. (reuters.com)...
Sydney Zoo’s IT team has quietly turned a zoo‑wide data tangle into a single analytics surface, adopting Microsoft Fabric to consolidate multiple siloed databases, ingest real‑time operational telemetry and build semantic models that drive business reporting, visitor analytics and future CRM...
analytics
azure sql
capacityplanning
car park analytics
cross-database
data governance
data lake
delta tables
fabric lakehouse
governance and compliance
meraki
microsoft fabric
oaic guidance
onelake
power bi
privacy
real-time analytics
semantic models
visitor analytics
On July 29, 2025, a sudden capacity shortfall in Microsoft Azure’s East US region prevented many customers from creating or starting virtual machines — an event that exposed a blunt reality: public cloud elasticity has practical, physical limits, and “infinite” capacity is a marketing...
ai workloads
allocationfailed
azure east us
capacityplanningcapacity reservations
cloud architecture
cloud capacity
cloud outages
data centers
enterprise it
failover automation
gpu infrastructure
hyperscale clouds
multi-region resilience
service health
zonalallocationfailed
Sure’s Channel Islands arm has begun offering Microsoft’s Azure Stack Hub as a managed, on‑island hybrid‑cloud service, positioning a locally hosted, Azure‑consistent platform behind 24/7 island support and ISO‑backed controls for customers that must keep data within Channel Islands...
azure parity
azure stack hub
capacityplanning
channel islands
data governance
data residency
data sovereignty
disaster recovery
expressroute
hybrid cloud
iso 22301
iso 27001
licensing models
managed cloud
on island support
paas limitations
procurement risk
proof of concept
resiliency reserve
vendor coordination
Sure’s Channel Islands data-centre arm has added Microsoft’s Azure Stack Hub to its managed portfolio, giving local organisations the ability to run Azure-consistent infrastructure-as-a-service workloads inside on-island facilities while keeping data, compliance controls and support physically...
azure compatibility
azure parity
azure stack hub
capacityplanning
channel islands
cloud licensing
connected mode
data governance
data residency
data security
data sovereignty
disaster recovery
disconnected mode
expressroute
hybrid cloud
iso 22301
iso 27001
iso certifications
licensing models
local support
managed cloud
managed service
offshore cloud services
on island support
on-island data centre
paas limitations
procurement checklist
procurement risk
proof of concept
regulatory compliance
resiliency reserve
vendor coordination
vendor lock-in risk
Microsoft's recent quarterly earnings call signaled a significant moment for the future of artificial intelligence services and infrastructure. As global demand for advanced AI models continues to surge, Microsoft—a company long considered at the center of the AI revolution—has openly...
ai capacity constraints
ai chips shortage
ai demand surge
ai services
ai supply chain
azure cloud
capacityplanning
cloud infrastructure
cloud investment
data center expansion
data center leasing
environmental challenges
generative ai
gpu supply chain
hybrid cloud
infrastructure bottleneck
microsoft
multi-cloud strategy
regulatory hurdles
tech industry trends
Microsoft’s aggressive expansion into AI and cloud services has taken an intriguing turn. According to a recent report from DatacenterDynamics—based on TD Cowen channel checks—the tech giant has canceled data center leasing agreements totaling roughly 200 megawatts (MW) of capacity. This move...
ai data centers
ai infrastructure
ai investments
capacityplanning
cloud computing
cloud services
cloud strategy
data center leases
data centers
infrastructure strategy
investment trends
leasing strategy
microsoft
