cloud infrastructure

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...

A recent internal compensation leak has pulled back the curtain on Microsoft’s pay structure, exposing dramatic gaps in base salary, cash bonuses, and equity awards across engineering levels and product teams and reigniting debates about pay transparency, hiring practices, and the real value of...

Microsoft’s Azure Cloud HSM service will now run on Marvell’s LiquidSecurity family of hardware security modules (HSMs), a move that extends Marvell’s existing footprint across Azure Key Vault and Managed HSM and brings PCIe‑attached, FIPS‑validated, cloud‑optimized HSM hardware into Microsoft’s...

Microsoft has selected Marvell’s LiquidSecurity family of hardware security modules (HSMs) to power its Azure Cloud HSM offering — a move that consolidates Marvell’s role across Azure’s key management portfolio and brings FIPS 140‑3 Level 3‑certified, high‑density PCIe HSMs into Microsoft’s...

Microsoft’s early promise that “AI isn’t just for games” — articulated during the company’s 2016 Ignite and Build-era push — was never a marketing aside; it was a foundational strategy to weave machine intelligence into cloud infrastructure, productivity tools, and third‑party ecosystems. That...

Microsoft’s plan to add Linux and Android subsystem support to Windows 365 Cloud PCs — long visible on the Microsoft 365 roadmap — resurfaced in headlines recently, but the full story is more nuanced than a single preview date. Microsoft documented nested virtualization for Cloud PCs (the...