cloud computing

Microsoft’s new collaboration with Starlink marks the most explicit step yet in a long-running shift: cloud and AI vendors are no longer waiting for telcos to wire the world — they’re partnering to build the connectivity layer themselves, using satellites to reach places fiber never will. The...

Microsoft is teaming with SpaceX’s Starlink to push high‑speed satellite internet into underserved communities around the world, a move that folds orbital connectivity into Microsoft’s cloud expansion playbook and shifts the battleground for the “next billion” cloud customers into low Earth...

Doug O’Laughlin’s blunt verdict landed like a line-drive: “Microsoft’s not in the race. Where are they? They’re getting owned.” That soundbite — from a full interview O’Laughlin gave on TBPN earlier this month — has rippled through the tech and investor communities because it packages a wider...

Microsoft and Oracle are racing to be the enterprise backbone of the AI era, but the two companies are playing very different games: Microsoft is leveraging sprawling platform scale and recurring revenue to monetize AI broadly across productivity and cloud, while Oracle is making an audacious...

The fourth quarter of 2025 changed the conversation about cloud: revenue re‑accelerated across the hyperscalers, AI shifted from experiment to production for large enterprises, and one vendor—Google Cloud—emerged as the short‑term growth leader while all three committed to an unprecedented capex...

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...