cloud infrastructure

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 confirmed that parts of its Azure cloud experienced higher‑than‑normal latency after multiple undersea fiber‑optic cables in the Red Sea were cut, forcing traffic onto longer detours and prompting rapid routing work while carriers schedule repairs.Background / Overview The global...

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...

Microsoft’s cloud team has quietly re-architected the silicon under Azure to treat nearly every element of a server as a discrete security boundary — and it's shipping that architecture at scale across new servers this year and into 2025. What started as a collection of academic and hyperscaler...

Microsoft suffered another Microsoft 365 service disruption this week when Office.com and access to Copilot were knocked offline for many North American users after a configuration change the company later rolled back, restoring service after several hours of disruption. Background The incident...

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’s decision to expand Azure’s reliance on Marvell’s LiquidSecurity hardware security modules for Azure Cloud HSM is a clear, strategic signal that hyperscalers are betting on cloud‑native, PCIe‑attached HSM architectures to deliver higher density, better power efficiency, and broad...

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...

On July 29, 2025, a sudden capacity shortfall in Microsoft Azure’s East US region prevented many customers from creating or starting virtual machines — an event that exposed a blunt reality: public cloud elasticity has practical, physical limits, and “infinite” capacity is a marketing...

Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...

The global infrastructure-as-a-service market surged again in 2024, with the three hyperscalers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — together capturing roughly seven out of every ten dollars spent on cloud infrastructure, as enterprises pour capital into AI-optimized...

Cloud professionals starting 2025 with a goal to pick the best cloud platform to learn face a market reshaped by generative AI, massive infrastructure spend, and accelerating multi‑cloud adoption — and the practical answer is nuanced: AWS remains the safest, most versatile entry, Azure is the...