data center power

Microsoft’s planned East Africa cloud region in Kenya, announced in May 2024 with G42 as part of a $1 billion digital investment package, has reportedly been delayed after talks over guaranteed government payments and power requirements failed to produce terms acceptable to all sides. The...

Microsoft reported on April 29, 2026, that Azure and other cloud services revenue grew 40 percent year over year in its fiscal third quarter, while its AI business reached a $37 billion annual revenue run rate and contracted cloud obligations climbed to $627 billion. The headline is not that...

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)...