cloud computing

Microsoft, NVIDIA and Anthropic have announced a three‑way strategic alliance that reorders the AI supply chain: Anthropic has committed to buy an unprecedented block of Azure compute, NVIDIA will supply and co‑design next‑generation systems, and both Microsoft and NVIDIA are making...

Microsoft, NVIDIA and Anthropic have announced a sweeping strategic alliance that reshapes who builds, powers and distributes the next generation of large language models — and it could change how enterprises buy AI compute for years to come. Anthropic has committed to purchase roughly $30...

Microsoft, NVIDIA and Anthropic’s newly announced tri‑party pact is a watershed moment in the industrialization of frontier generative AI: Anthropic has committed to purchase roughly $30 billion of Azure compute capacity and to contract additional dedicated compute capacity up to an electrical...

Microsoft’s newest recovery toolkit for Windows 11 is a clear pivot from image‑and‑reinstall triage toward cloud‑assisted, pre‑boot remediation: Point‑in‑Time Restore (PITR) arrives in preview alongside upgrades to Quick Machine Recovery (QMR), expanded WinRE networking, Intune remote recovery...

Microsoft, NVIDIA and Anthropic have announced a three‑way strategic partnership that ties Anthropic’s Claude family of large language models to Microsoft Azure at massive scale, brings deep model‑to‑silicon co‑engineering with NVIDIA, and includes multi‑billion‑dollar investment commitments...

Microsoft, NVIDIA and Anthropic have stitched together one of the most consequential — and circular — technology deals of the AI era: Anthropic will commit tens of billions to run Claude on Microsoft Azure while Microsoft and NVIDIA pledge up to $5 billion and $10 billion respectively in funding...

Microsoft and NVIDIA have quietly moved from co‑engineering components to co‑building entire AI factories: Azure’s new Fairwater sites will run hundreds of thousands of NVIDIA Blackwell GPUs in rack‑scale GB200/GB300 NVL72 systems, deploy tens of thousands of Blackwell Ultra GPUs for inference...

Microsoft, NVIDIA and Anthropic have announced a sweeping, three‑way strategic partnership that ties Anthropic’s Claude family of models to Microsoft's Azure at massive scale, brings deep co‑engineering with NVIDIA, and includes multibillion‑dollar investment commitments that could reshape...

NVIDIA, Microsoft and Anthropic have announced a trio of agreements that instantly reshape the AI compute landscape: Anthropic committed to purchase roughly $30 billion of Azure compute capacity, NVIDIA signaled an equity and hardware partnership that includes up to a $10 billion staged...

Microsoft, NVIDIA and Anthropic have announced a coordinated set of strategic moves that tie massive Azure compute commitments to deep hardware co‑engineering and broaden enterprise access to Anthropic’s Claude family—an arrangement that reshapes the commercial map for large language models...

Microsoft, NVIDIA and Anthropic have announced a triangular strategic partnership that ties deep infrastructure commitments to product distribution and co‑engineering — Anthropic says it will purchase roughly US$30 billion of Azure compute capacity and “contract additional compute capacity up to...

Microsoft, NVIDIA and Anthropic’s announcement is a structural moment for the enterprise AI market: Anthropic will scale its Claude family on Microsoft Azure with a formal compute purchase commitment and new one‑gigawatt capacity plans; NVIDIA and Anthropic will enter a deep technology...

The European Commission has opened a high‑stakes set of market investigations that could bring Amazon Web Services (AWS) and Microsoft Azure within the EU’s toughest digital rulebook — the Digital Markets Act (DMA) — and, in doing so, reshape how hyperscale cloud platforms operate across Europe...

The European Commission’s decision to open formal market investigations into the cloud businesses of Amazon Web Services (AWS) and Microsoft Azure — together with a third, cross‑cutting probe to test whether the Digital Markets Act (DMA) can sensibly be applied to cloud infrastructure — marks a...

The European Commission has opened three formal market investigations into Amazon Web Services (AWS) and Microsoft Azure under the Digital Markets Act (DMA), signaling that Brussels is prepared to consider applying the DMA’s toughest obligations to large cloud providers — a move that could...

The European Commission has opened a trio of market investigations into the cloud businesses run by Amazon Web Services (AWS) and Microsoft Azure — a move that explicitly tests whether hyperscale cloud platforms should be treated as “gatekeepers” under the Digital Markets Act (DMA) and whether...

The European Commission’s decision to probe the market power of Amazon Web Services, Microsoft Azure and Google Cloud—and to weigh bringing cloud infrastructure within the scope of the Digital Markets Act—reflects a strategic shift: regulators now see cloud concentration as a systemic risk to...

Anant Raj’s announcement that its subsidiary, Anant Raj Cloud Private Limited (ARCPL), has signed an MoU with the Andhra Pradesh Economic Development Board (APEDB) to invest ₹4,500 crore in a two‑phase data centre and IT‑park project marks a clear acceleration of the company’s pivot from...

Valve’s new Steam Machine landing in the living room — a compact, SteamOS‑first mini‑PC that promises a plug‑and‑play console feel while keeping the openness of a PC — has sparked a serious reappraisal of whether Windows 11 can remain the default platform for mainstream PC gaming. Background /...

Microsoft’s place in the software industry is not a simple “top dog” vs “challenger” story — it is a study in scale, valuation nuance, and the difficulty of comparing heterogeneous businesses with a single spreadsheet snapshot. Background / Overview Microsoft operates across three reporting...