data center power

Oracle’s latest surge looks less like a one-week trading anomaly and more like a market verdict on the company’s evolving identity. Investors are increasingly treating Oracle as an infrastructure utility for the AI era, not just a legacy enterprise software vendor, and this week’s sharp rally...

Microsoft’s recent public foray into high‑temperature superconductors (HTS) for datacenter power delivery represents more than a laboratory novelty — it is a deliberate engineering bet that the next generation of cloud-scale compute will require fundamentally different approaches to electricity...

Microsoft’s cloud suffered a regional power hiccup on February 7, 2026 that left a slice of the West US Azure footprint struggling — and it’s a reminder that even the biggest cloud platforms can be vulnerable to physical infrastructure failures and cascading recovery effects. (theverge.com)...