cloud computing

The leaked files published this week show that U.S. Immigration and Customs Enforcement dramatically increased its use of Microsoft’s Azure cloud during the second half of 2025 — more than tripling stored volumes on Azure in six months and expanding the agency’s consumption of Microsoft...

The fourth quarter of 2025 produced a clear inflection point for cloud computing: after years of steady growth, the industry reaccelerated as enterprises moved from experimentation to large-scale production of generative AI workloads. All three hyperscalers — Amazon Web Services (AWS), Microsoft...

Amazon’s latest capex call was not a whisper but a cannon blast: the company told investors it expects to invest roughly $200 billion in capital expenditures this year, with the lion’s share directed at AWS infrastructure, custom silicon, and model development — a scale of spending that reshapes...

The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...

Cloud revenue surged across the board in Q4 2025, but the big news wasn’t just higher numbers — it was the way AI demand reshaped market dynamics, pushed hyperscalers into aggressive capital spending, and produced a surprising narrative winner: Google Cloud. The latest earnings season confirmed...

Seeing “There has been an error” in the Microsoft Store is one of those Windows annoyances that shows up suddenly, blocks downloads or updates, and makes otherwise simple tasks feel like a technical emergency — but in the vast majority of cases the fix is straightforward and non‑destructive if...

Microsoft sits at a crossroads: a market-cap giant with steady cash generation and a cloud- and AI-fueled growth engine, yet now facing sharper scrutiny over valuation, capital allocation, and how effectively its sprawling product portfolio turns scale into future earnings. This feature unpacks...

The software sector’s calm has been punctured: a flurry of analyst downgrades, a bruising market reaction to otherwise-strong earnings, and fresh narrative momentum behind rival AI providers have combined to create a genuine near-term threat to incumbents—most visibly Microsoft—forcing IT...

The U.S. equity market’s recent tremor widened into a sovereign-looking sell-off across major averages as investors recalibrated the future growth math for cloud computing and the AI infrastructure race — a realignment that knocked the Dow, S&P 500 and Nasdaq lower while rippling into riskier...

The AI surge of 2025 didn’t just reshape product roadmaps — it reordered the hierarchy of the world’s biggest tech brands, pushing a once-niche chipmaker into the upper echelon of “Big Tech” and forcing every incumbent to reprice strategy, capital allocation, and reputational risk for a future...

The markets that had been carrying the AI and cloud investment narrative into 2026 staged a sudden, sharp reappraisal this week: the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all fell as technology stocks came under heavy pressure, bitcoin and other major cryptocurrencies...

Microsoft’s cloud and AI are joining Mercedes-AMG PETRONAS F1 Team’s engineering stack in a multi‑year deal that places Azure, GitHub, Microsoft 365 and Kubernetes at the heart of the W17 programme as the Brackley outfit prepares for Formula 1’s 2026 technical reset. Background The announcement...

Microsoft’s recent earnings and partner disclosures have done something few quarterly reports manage: they turned a strategic narrative about cloud computing into an unmistakable, data-driven spotlight on how hyperscale clouds are now the literal backbone of modern digital services. In late...

Microsoft’s latest quarter delivered a clear and consequential message: the company is racing to turn AI demand into raw infrastructure at scale — and it’s paying for it now. Overview Microsoft reported fiscal Q2 2026 revenue of $81.3 billion, with Microsoft Cloud topping $50 billion for the...

Microsoft’s latest quarter was a study in contrasts: a clear beat on revenue and profitability paired with a raw, public argument about whether Microsoft’s massive AI investments are already paying off in meaningful user behaviour — and CEO Satya Nadella spent a good portion of the earnings call...

Microsoft’s latest quarter makes one thing clear: the company is racing to turn infrastructure muscle into AI momentum, and its leaders are doubling down on Copilot as the visible proof. The headline numbers were impressive — robust revenue, record cloud sales and rising operating income — but...

Microsoft’s latest quarter confirms one clear fact: AI has moved from a promising growth theme into the center of the company’s business model—and into the center of investor scrutiny. The company reported $81.3 billion in revenue for the quarter, a 17% year‑over‑year increase, while Microsoft...

Microsoft’s cloud story has split into two competing narratives: headline metrics showing a deceleration in Azure growth, and behind-the-scenes indicators — a record revenue backlog fueled largely by long-term OpenAI commitments — that point to a very different future trajectory. The short...

Microsoft's latest quarterly results have delivered a classic Silicon Valley paradox: blockbuster top-line growth driven by cloud and AI, paired with record-breaking capital expenditures that left Wall Street questioning whether the company’s massive AI bet will pay off quickly enough to justify...

Microsoft’s latest results underline a familiar paradox: the company is winning the AI arms race in market share and mindshare, yet its soaring investments and razor-thin margin optics are enough to make investors question whether the payoff will match the cost. (news.microsoft.com) Background...