cloud computing

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...

Cognizant has agreed to buy 3Cloud, folding a high‑velocity, Azure‑native engineering firm into its Microsoft practice to accelerate enterprise AI readiness and materially expand its Azure capabilities, with the deal expected to close in the first quarter of 2026 subject to regulatory approvals...

Microsoft’s legal leash is off: a renegotiated deal with OpenAI removes the contractual barrier that previously limited Microsoft’s ability to pursue frontier artificial general intelligence (AGI) development, and the company has immediately moved to stand up a dedicated superintelligence...

Cognizant’s announced agreement to acquire 3Cloud positions the IT services giant to become a dominant force in Microsoft Azure services and enterprise AI, combining deep engineering talent with a cloud-first, AI-led product and services portfolio designed for large enterprises. Background...

Microsoft CEO Satya Nadella has made it unequivocal: even as OpenAI restructures to allow third‑party collaborations, any products that those third parties build and expose via OpenAI’s APIs will be accessible only through Microsoft’s Azure cloud platform. Background The Microsoft–OpenAI...

Microsoft appears to be quietly assembling software to let AI models built for NVIDIA’s CUDA ecosystem run on AMD’s ROCm-powered accelerators — a development first reported this week and already rippling through the cloud, chip and AI communities. If true, the effort would be a direct, strategic...

Microsoft’s latest results read like a study in contrast: record top‑line growth fuelled by AI adoption, an AI business already at a multi‑billion‑dollar run rate, and simultaneously skyrocketing capital and operating costs that have Wall Street nervously parsing every dollar of spend. The...

Microsoft’s latest quarter showed the company is not retreating from its AI bet — it is accelerating into it, and investors who sell now risk missing a multi-quarter story that is as much about infrastructure economics and enterprise monetization as it is about headline revenue beats. Overview...

The Cloud Wars Minute’s blunt verdict — that the company who invented modern cloud computing is losing ground to its hyperscaler rivals — landed like a splash of cold water: AWS’s growth is real, but context matters, and the context now favors Microsoft, Google Cloud and a resurgent Oracle...

ElectroIQ’s roundup of the world’s “Top 10 Cloud Computing Companies” distills a familiar truth: the hyperscalers — Amazon Web Services, Microsoft Azure and Google Cloud — still dominate in scale and investment, while a second tier of vendors (Oracle, IBM, Alibaba, Tencent, Salesforce...