data centers

Microsoft’s internal playbook has shifted sharply: in the space of weeks the company moved to narrow open employee forums, tighten campus access after a high‑profile sit‑in, and set a firm, phased requirement that many staff spend at least three days a week in the office — a package of changes...

Microsoft's Azure cloud felt the ripple effects of a string of undersea fiber cuts in the Red Sea on September 6, 2025, as traffic carrying vital Asia–Europe and Middle East connections was forced onto longer, more congested routes — a stark reminder that even the largest cloud platforms remain...

Microsoft’s OpenAI tie-up is large and strategically important, but the argument that Microsoft has become irrecoverably dependent on OpenAI is overstated — and Google and Amazon catching up quickly enough to displace Microsoft’s AI advantage is more complicated than headlines suggest...

Silicon Valley’s top executives converged at the White House on September 4, 2025, to publicly endorse the First Lady’s AI education initiative — a high-profile meeting that fused corporate pledges, government policy ambitions, and the politics of technology into a single, consequential moment...

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...

Alibaba’s Cloud Intelligence unit has vaulted from strategic experiment to the company’s primary growth engine, reporting a 26% year‑over‑year revenue jump to RMB 33.4 billion in the most recent fiscal quarter as management doubles down on generative AI, model hosting and a headline RMB 380...

Alibaba’s Cloud Intelligence unit has moved from a long-term strategic bet to the company’s most visible growth engine, delivering a 26% year-over-year revenue increase to RMB 33.4 billion in the most recent quarter and pushing AI-driven product revenues into sustained triple‑digit...

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

This week’s PC Perspective podcast episode unspools a tight, messy knot of hardware headlines: a Windows 11 patch that coincided with reports of disappearing SSDs and an industry-wide investigation, a dramatic leap in QLC NAND that promises denser consumer drives, NVIDIA’s Blackwell-era push...

Microsoft’s scale and AI-driven momentum remain the dominant story in software, but a closer, verified comparison of valuation multiples, profitability, leverage, and growth shows the headline Benzinga snapshot is a useful starting point — not a definitive verdict — and that investors and IT...

Alibaba’s latest AI push reads like a two-act drama: a crescendo of product releases and developer traction on one side, and an equally loud chorus of pricing pressure, competition, and heavy-capex obligations on the other. In the past year the company has rolled out its Qwen3 model family and...

Amazon’s recent pullback has reignited a familiar debate: is Amazon falling behind in the race to monetize generative AI — or is the company quietly laying the groundwork to reclaim momentum? Investor jitters about AWS’s cloud revenue growth and Microsoft’s head start with OpenAI have pressured...

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 sits squarely at the center of the modern software industry: colossal scale, accelerating AI monetization, and a balance sheet that lets it spend aggressively on cloud infrastructure — but the company’s market multiples, peer comparisons, and some widely circulated metrics deserve...

Satya Nadella’s internal memo bluntly reframes Microsoft’s next act: the century-old “software factory” that Bill Gates imagined has served its purpose, but in the era of generative AI it is no longer enough — Microsoft must become an “intelligence engine” powered by AI, security, and quality...

Microsoft Azure’s evolution from a commercial cloud storage service to a platform implicated in large-scale intelligence operations has exposed one of the most consequential fault lines of our digital era: when enterprise-grade infrastructure meets state surveillance, the consequences can be...

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...

The rapid expansion of AI-focused data centers has moved from a niche infrastructure story into a full-blown national policy and utility challenge: soaring electricity demand is forcing utilities and regulators to rewrite the rules on who pays for grid upgrades, while hyperscalers respond by...

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...