cloud infrastructure

GitHub’s engineering teams have been ordered to prioritize a full-scale migration of the platform’s production infrastructure to Microsoft Azure—pausing much new feature work—so the service can scale to meet an explosion in AI-driven workloads like GitHub Copilot, a move executives describe as...

Microsoft Azure has flipped the switch on what its engineers call the industry’s first “at-scale” GB300 NVL72 supercluster — a liquid-cooled, rack-scale deployment that links more than 4,600 NVIDIA Blackwell Ultra GPUs into a single production environment to power OpenAI’s next-generation model...

Microsoft Azure’s new NDv6 GB300 VM series has brought the industry’s first production-scale cluster of NVIDIA GB300 NVL72 systems online for OpenAI, stitching together more than 4,600 NVIDIA Blackwell Ultra GPUs with NVIDIA Quantum‑X800 InfiniBand to create a single, supercomputer‑scale...

Microsoft’s internal forecasts now paint a longer, rockier road for its cloud operations: the data‑center capacity squeeze that rattled markets in 2025 is likely to extend well into 2026, constraining new Azure subscriptions in key U.S. hubs and forcing tougher tradeoffs between rapid AI growth...

GitHub has quietly launched one of the most consequential infrastructure reorganizations in its post‑acquisition history: a full-scale migration of its production estate onto Microsoft Azure that GitHub engineers and Microsoft leaders describe as necessary to scale AI services like Copilot and...

Microsoft’s self-reflection on four decades in Canada frames a simple promise: the company will keep building the cloud, the tools, and the training that let Canadians and Canadian organisations take advantage of AI while protecting data, privacy and public trust. In a new Microsoft Canada...

Corning will manufacture Microsoft’s Hollow Core Fiber for Azure at scale, adding a major industrial partner to the cloud giant’s bid to remake the physical underpinnings of low‑latency AI and cloud networking worldwide. Background Microsoft’s effort to commercialize hollow core fiber (HCF) for...

Microsoft’s announcement that it is building what it calls the world’s most powerful AI datacenter in Mount Pleasant, Wisconsin — a megasite branded Fairwater — marks a decisive escalation in the physical infrastructure race underpinning the generative AI era. The facility, part of a newly...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...

Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...

Oracle’s sudden leap from an enterprise-software stalwart to a potential top-tier cloud infrastructure contender is the defining business story of the fall — and it starts with an eye-popping backlog that reshapes the competitive map for AI-era data centers. Background The core idea behind...

Oracle’s latest earnings didn’t just move markets — they rewrote the rules for how a decades‑old enterprise software vendor can pivot into the center of the AI cloud arms race. Background / Overview In fiscal Q1 2026 (quarter ended Aug. 31, 2025) Oracle reported a set of headline figures that...

Microsoft’s recent policy shift tightens who can speak freely inside the company and where employees may work from, a move that recalibrates the balance between safety, operational control and employee expression inside one of the world’s largest technology firms. Background For much of the...

Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...

Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. Background The Red...

President Trump’s Rose Garden dinner with a who’s‑who of Silicon Valley on September 4, 2025 crystallized a new chapter in industry‑government relations: tech executives publicly pledged vast U.S. investments and education initiatives while pressing for lighter regulatory touch on artificial...

Microsoft’s renewed public‑sector push in South Africa is more than a sponsorship line on an events page — it’s the visible axis of a multi‑year strategy that mixes heavy infrastructure spending, deep skilling partnerships, and product‑level integrations that together aim to reshape how...

Amazon’s cloud story entered a new chapter this quarter: AWS reported roughly $30.8–$30.9 billion in revenue for Q2 2025 while launching a major, renewable‑powered infrastructure region in New Zealand—an investment AWS says will strengthen APAC presence, lower latency for local customers, and...

Microsoft’s earnings call landed like a shot across the bow of the quantum industry: Satya Nadella declared that “the next big accelerator in the cloud will be quantum,” and the company paired that statement with concrete technical milestones—an operational Level 2 deployment in partnership with...

Microsoft's Q2 results and the wave of new analyst targets have crystallized a central tension: the company’s AI and cloud fundamentals are powerful and accelerating, yet the market’s price expectations and margin realities send mixed signals about how fast that promise will convert into durable...