cloud computing

  1. OpenAI and Anthropic Clash: Microsoft and Amazon's AI Cloud Race

    OpenAI and Anthropic now sit on the public stage while Microsoft and Amazon wage a quieter, higher‑stakes contest for the cloud and compute hegemony that will shape the AI decade ahead. Background: how we got here The current alignment — OpenAI with Microsoft and Anthropic with Amazon — is the...
  2. Canada's Cloud Dilemma: Mission-Critical U.S. Cloud vs. Sovereign Cloud

    Ottawa’s recent disclosure that the federal government has spent nearly $1.3 billion on cloud services from U.S. providers since 2021 — with more than a billion of that directed to Microsoft and portions of that budget underpinning what the Department of National Defence calls “mission‑critical”...
  3. Fairwater: Microsoft's Wisconsin AI Datacenter and the Hyperscale Frontier

    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...
  4. Fairwater: Microsoft's AI Datacenter Factory for Frontier Training

    The race to build the world’s most powerful AI infrastructure has moved out of labs and into entire campuses, and Microsoft’s new Fairwater facility in Wisconsin is the clearest expression yet of that shift — a purpose-built AI factory that stitches together hundreds of thousands of...
  5. Microsoft Options Signal: Modest Bearish Hedging Amid Strong Fundamentals

    Microsoft’s stock showed only a modest pullback on the trading day covered by the GuruFocus bulletin, but the options market painted a subtly different picture — one of cautious positioning and a noticeable tilt toward downside protection among sophisticated traders. The headline numbers are...
  6. Windows 365 Cloud Apps: App-only streaming for frontline workers

    Microsoft’s decision to let organizations stream single Windows applications from the cloud — instead of entire Cloud PC sessions — marks a pragmatic pivot in how enterprises will adopt Windows 365 for day-to-day workforces and frontline roles. The new Windows 365 Cloud Apps feature, now in...
  7. Microsoft-Equinor CCS Pact to Scale Northern Lights and Boost Digital MRV

    Microsoft and Equinor have signed a strategic agreement to accelerate the build‑out of CO₂ transport and geological storage value chains — and to strengthen digital traceability and carbon dioxide removal (CDR) crediting across Northwestern Europe and the United States — a move that expands an...
  8. Windows 10 End of Support 2025: ESU, Upgrades, and Migration

    Microsoft has set a firm deadline: Windows 10 will reach end of support on October 14, 2025, and that change alters the security, upgrade, and disposal calculus for millions of PCs worldwide. Microsoft will stop providing routine OS security patches, feature and quality updates, and standard...
  9. Microsoft and Equinor: A CCS Alliance to Scale Carbon Removal

    Microsoft’s new strategic move with Equinor signals a deeper entanglement between hyperscale cloud power and large-scale carbon capture infrastructure — a partnership that could accelerate the practical deployment of carbon capture and storage (CCS) projects while sharpening questions about who...
  10. OpenAI-Microsoft Stargate: Multi-Cloud AI, ROFR, and the New Compute Era

    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...
  11. Diella: Albania's AI Minister Aims for 100% Corruption-Free Tenders

    Albania has just promoted an avatar to cabinet rank: Diella, an AI-driven virtual assistant that will now sit—digitally—in the role of minister responsible for public procurement with an explicit mission to make government tenders “100% free of corruption.” Background Diella first appeared on...
  12. OpenAI-Microsoft MOU: Nonprofit Oversees PBC Restructure and Big Capital

    OpenAI and Microsoft have quietly signed a non‑binding memorandum of understanding that lays the groundwork for OpenAI to restructure its commercial arm into a Public Benefit Corporation (PBC) while preserving the nonprofit oversight that has defined the organization since its founding — a...
  13. How to Become a .NET Developer: Roadmap, Skills, and Salary Insights

    If you want to build a career as a .NET developer, the path is clear but competitive: master the .NET platform and C# ecosystem, learn modern web and cloud tooling, prove your skills with real projects and certifications, and understand how market forces affect salary and demand today. The...
  14. Windows 10 End of Support 2025: Migration Playbook and ESU Guide

    Microsoft’s October deadline for Windows 10 support has arrived like a ringing bell for an industry that—by several measures—wasn’t ready: large numbers of consumer and corporate endpoints still run Windows 10, many organisations face compatibility and budget constraints, and the safety net...
  15. AI Data Centers and the U.S. Grid: Fact vs Forecasts for 2030

    The debate over whether artificial intelligence will devour the U.S. power grid has moved out of academic journals and into boardrooms, utility commission hearings, and consumers’ monthly bills—and the conversation is finally demanding honest numbers, not hype. Recent reporting has made two...
  16. Azure Cloud Hit by Red Sea Subsea Cable Cuts: Latency Spikes & Rerouting

    Microsoft's Azure cloud felt the ripple effects of a string of undersea fiber cuts in the Red Sea on September 6, 2025, as traffic carrying vital Asia–Europe and Middle East connections was forced onto longer, more congested routes — a stark reminder that even the largest cloud platforms remain...
  17. Red Sea Cable Cuts Drive Azure Latency, Highlight Cloud Resilience

    Microsoft warned that Azure customers could see increased latency after multiple undersea fiber-optic cables were cut in the Red Sea, forcing emergency rerouting of traffic and exposing fragile single points in global cloud and internet infrastructure. Background The disruption began on...
  18. Red Sea Cable Cuts Drive Cloud Latency Across Regions

    A sudden cluster of undersea fiber cuts in the Red Sea has forced Microsoft Azure and other cloud and carrier operators to reroute traffic, producing measurable latency and slower internet performance across parts of South Asia, the Gulf and beyond—an event that exposes how a handful of damaged...
  19. Red Sea Subsea Cable Cuts Spark Global Latency in Azure Cloud

    Multiple undersea fiber-optic cables in the Red Sea were cut in early September, producing widespread internet slowdowns across South Asia, the Middle East and parts of Europe and prompting Microsoft to warn Azure customers that traffic routed through the affected corridor may experience...
  20. Microsoft's OpenAI Tie-Up: Durable AI Lead, Not Irrecoverable Dependence

    Microsoft’s OpenAI tie-up is large and strategically important, but the argument that Microsoft has become irrecoverably dependent on OpenAI is overstated — and Google and Amazon catching up quickly enough to displace Microsoft’s AI advantage is more complicated than headlines suggest...