cloud infrastructure

The three biggest cloud players — Amazon, Alphabet, and Microsoft — are not burning cash for drama: they are rebuilding the industrial plumbing of the 21st‑century internet to win the AI economy. What looks like a ruthless capital deluge — $100 billion from Amazon, roughly $80 billion from...

Kevin Scott’s career is less a single-story biography and more a roadmap of the last two decades of enterprise tech: from scaling ad systems and mobile infrastructure to shaping Microsoft’s strategy for an AI-first world, his influence is visible across cloud infrastructure, developer tools, and...

Microsoft’s cloud and AI engines — the same infrastructure the company says it polices through terms of service — are now the focus of a renewed debate over corporate responsibility after leaked documents showed U.S. Immigration and Customs Enforcement (ICE) dramatically expanded its Azure...

Microsoft’s Azure business may be entering a phase that will force Wall Street to reset both expectations and valuations — but whether that reset rewards Microsoft or punishes it depends on how the company turns a torrent of AI-driven demand into durable revenue and profits. Background /...

Microsoft has brought two new data halls into operation in the state of São Paulo as part of its multi‑year push to expand Azure and AI infrastructure in Brazil, a development that advances local cloud capacity while raising fresh questions about scale, sustainability, and policy incentives...

Microsoft has quietly moved the next piece of its Brazil strategy into production: during the company’s AI Tour in São Paulo, Microsoft confirmed that two data halls are now in operation at a São Paulo site as part of its previously announced R$14.7 billion (roughly $2.7 billion) investment in...

The market’s recent pullback has a simple demand: show the receipts. Investors no longer reward mere promise; they reward the companies that can turn AI spending into repeatable revenue and improving margins. The Korea IT Times piece that sparked this conversation neatly captured that...

Cloud revenue surged across the board in Q4 2025, but the big news wasn’t just higher numbers — it was the way AI demand reshaped market dynamics, pushed hyperscalers into aggressive capital spending, and produced a surprising narrative winner: Google Cloud. The latest earnings season confirmed...

Microsoft’s cloud juggernaut is still expanding at scale, but the latest earnings and analyst notes reveal a complex picture: Azure continues to deliver high‑teens to high‑thirties growth, driving record cloud revenue, while a massive, ongoing capex program and shifting capacity allocation for...

Microsoft’s flagship AI assistant is at a crossroads: once the central plank of a multi‑billion‑dollar platform play, Copilot is now wrestling with reliability failures, adoption friction among paying customers, data-governance anxiety, and intensifying competition — problems that together...

Microsoft's virtual datacenter tour — presented through Channel Eye on February 19, 2026 — pulls back the curtain on the cloud’s physical backbone, showing how Azure, Microsoft 365, and expanding AI services are supported by a global lattice of facilities, engineering innovation, and an...

Microsoft’s Maia 200 is not a subtle step — it’s a direct, public escalation in the hyperscaler silicon arms race: an inference‑first AI accelerator Microsoft says is built on TSMC’s 3 nm process, packed with massive on‑package HBM3e memory, and deployed in Azure with the explicit aim of...

Microsoft’s Q2 preview has moved from routine quarter-to-quarter analysis into what feels like the industry’s greatest pressure test since 2021 — not because the company is suddenly vulnerable, but because the scale, timing and economics of its AI bets are now both measurable and market-moving...

Microsoft’s AI-first strategy — heavy cloud investment, seat-based Copilot monetization, and a deliberate tolerance for short‑term margin pressure — is the thesis at the heart of the Seeking Alpha piece that calls Microsoft an “easy top pick for 2026,” and the claim demands both close...

Amazon appears to be positioning itself for a hairline pivot in the AI infrastructure arms race: senior sources report that the company is in early-stage talks to make a multibillion-dollar strategic investment in OpenAI while pushing its AWS Trainium custom silicon and vast data‑center...

Global cloud infrastructure spending has hit a headline-grabbing figure—reported as £75.9 billion in recent press coverage—but that sum is best read as a currency-converted snapshot of a surging global market driven overwhelmingly by AI workloads, hyperscaler capex, and an accelerating shift...

Microsoft’s latest push into skills and education is as strategic as its product play: the company is pairing large, visible investments in cloud and generative AI infrastructure with aggressive, region-specific training programs designed to seed AI fluency, certifications, and pathway-to-work...

Microsoft’s surprise stagecraft in Bengaluru this month has rewritten the enterprise AI playbook: Satya Nadella announced that Microsoft is pairing a US$17.5 billion, multi‑year investment in India’s cloud and AI infrastructure with coordinated strategic partnerships with Cognizant, Infosys, TCS...

When Microsoft CEO Satya Nadella stood on a Delhi stage and distilled a provocative metric — “tokens per rupee per watt” — he did more than coin a catchy phrase; he framed a data‑centre–centric lens for how nations might measure their readiness for the AI era. That formula ties three concrete...

Microsoft’s latest push to make AI a default layer of enterprise work just got a shot of oxygen from four of India’s largest systems integrators, a move that signals both rapid industrial-scale adoption of Copilot and a major expansion of Microsoft’s partner-led strategy for agentic AI across...