data centers

The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...

The tech industry’s argument that artificial intelligence will meaningfully fix the climate crisis is finally being pulled apart — and not by opponents of AI, but by a detailed, evidence-first analysis that finds the majority of corporate climate claims about AI are either weakly sourced...

Microsoft has quietly moved the next piece of its Brazil strategy into production: during the company’s AI Tour in São Paulo, Microsoft confirmed that two data halls are now in operation at a São Paulo site as part of its previously announced R$14.7 billion (roughly $2.7 billion) investment in...

The tech industry’s loudest promises about artificial intelligence as a climate savior have collided with a damning new analysis: a coalition of environmental groups says most corporate claims that AI will cut emissions are unproven, while independent studies and energy agencies offer a far more...

Every time a company announces a new data center or a chat window suggests “Draft with Copilot,” an invisible ledger updates: more compute, more cooling, more capital — and, increasingly, higher costs passed beyond the hyperscalers to ordinary electricity customers and hardware buyers. The...

Big tech’s climate narrative has shifted from heroic problem‑solver to a contested public relations front: AI can help cut emissions, the companies say—yet independent analysis now accuses the industry of conflating old, energy-efficient machine‑learning use cases with the new, energy‑hungry era...

Tech companies’ public case that artificial intelligence can fix the climate now faces a sustained and systematic credibility test: a new analysis led by energy analyst Ketan Joshi finds that many of the green claims being used to defend rapidly expanding AI infrastructure are vague, poorly...

The fourth quarter of 2025 produced a clear inflection point for cloud computing: after years of steady growth, the industry reaccelerated as enterprises moved from experimentation to large-scale production of generative AI workloads. All three hyperscalers — Amazon Web Services (AWS), Microsoft...

Big Tech’s 2026 AI spending plans are not a gentle ramp — they are a once‑in‑corporate‑history infrastructure buildout that, by most estimates, pushes annual hyperscaler capital expenditure into the low‑hundreds of billions and creates a concentrated, high‑stakes market for chips, data centers...

Microsoft’s engineering teams and a growing stable of partners have quietly moved from exploratory lab tests to concrete pilots that could fundamentally change how hyperscale computing is powered: instead of thicker copper and heavier busbars, entire power distribution trunks inside and around...

Microsoft's Azure team says it will rethink how power gets to the rack, proposing a wholesale redesign of datacenter power distribution that replaces bulky copper and aluminium conductors with high‑temperature superconductors (HTS). The company frames the move as a pragmatic engineering pivot to...

Microsoft's recent public push on high-temperature superconductors (HTS) for datacenter power delivery is a striking mix of promise and prudence: the company is signaling serious interest in a technology that could radically increase power density and reduce transmission losses, while...

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...

Big Tech is treating 2026 like a construction season for a new industrial economy: together, Microsoft, Alphabet, Amazon and Meta are committing roughly US$650 billion toward AI-related capital expenditures this year — an unprecedented, front‑loaded bet on data centres, specialised chips...

The shockwaves from the AI boom just produced one of Asia’s largest digital‑infrastructure moves: a KKR‑led consortium, joined by Singtel, has agreed to buy the remaining 82% stake in ST Telemedia Global Data Centres (STT GDC) from ST Telemedia for S$6.6 billion — an acquisition that pegs STT...

The hyperscalers are no longer hedging their bets: they are front‑loading an industrial‑scale build‑out of data centers, power infrastructure, and GPU fleets that will define where AI runs, who pays for it, and how enterprises consume it for the next decade. Amazon’s recent pledge to invest...

Data centers are no longer just voracious consumers of electricity; a rising number of operators are redesigning facilities, contracts and controls so those same data centers can become active partners in balancing and stabilizing power systems at scale. This shift—what the industry increasingly...

Microsoft’s December quarter left little doubt about one thing: Azure’s future is deeply entangled with OpenAI today, and that entanglement is reshaping Microsoft’s capital plan, product strategy, and investor narrative. The company reported $81.3 billion in revenue for Q2 FY26, a 17 percent...

Both Meta and Microsoft are answering the same skeptical question from investors and communities: why double down on sprawling, power-hungry AI data centers right now — and do the numbers add up...

Microsoft’s latest quarter delivered a clear and consequential message: the company is racing to turn AI demand into raw infrastructure at scale — and it’s paying for it now. Overview Microsoft reported fiscal Q2 2026 revenue of $81.3 billion, with Microsoft Cloud topping $50 billion for the...