data-centers

  1. Microsoft Tightens Internal Speech and Mandates a 3-Day Office Return

    Microsoft’s internal playbook has shifted: the company has moved decisively to limit open employee speech and reassert physical presence as a baseline for collaboration, coupling tighter moderation of internal channels and heightened on‑campus security with a phased requirement that many staff...
  2. Microsoft's AI-Driven Azure and Windows 11: Building the AI Platform and Cloud Flywheel

    Microsoft’s recent narrative — that an AI-first Azure is building an unassailable moat while Windows 11 becomes an “AI platform” — is both materially true and rhetorically optimistic; the data underpinning the claim is strong, but the timeline and some headline figures in the popular bull case...
  3. AWS at an Inflection Point: AI, Growth, and the Cloud Platform Challenge

    For more than a decade, Amazon Web Services (AWS) has been the engine that transformed Amazon from an online retailer into one of the world’s most valuable and strategically diversified technology companies—and yet, the cloud computing race is no longer a straight sprint for raw scale. Recent...
  4. AI Era: Microsoft's $80B infrastructure, 9,000 layoffs, and Israel's AI playbook

    Microsoft Israel’s country manager framed one of the sharpest business axioms of the AI era in blunt terms: growth no longer equals headcount growth, and companies that cling to the old equation risk being left behind — even as they pour tens of billions into AI infrastructure and continue to...