data centers

Between late 2024 and March 2025, Microsoft reportedly canceled, deferred, or let lapse data center capacity agreements totaling more than 2 gigawatts across the United States and Europe after TD Cowen analysts’ channel checks found a pullback from planned AI infrastructure commitments. The easy...

Microsoft’s AI and environmental goals are compatible only if the company makes clean power, water efficiency, and low-carbon construction move faster than its Azure expansion, a test sharpened this week in Redmond as Microsoft promoted greener data center technology while pursuing gas-backed AI...

Microsoft is tightening its grip on the physical layer of AI at exactly the moment OpenAI is trying to loosen its dependence on any single infrastructure partner. The reported Norwegian deal in Narvik, built around a 230MW campus and more than 30,000 Nvidia Rubin GPUs, is not just another data...

Anthropic’s decision to bring on longtime Microsoft infrastructure executive Eric Boyd is more than a talent grab. It is a signal that the company’s next phase will be defined as much by compute, power, and systems design as by model quality. With demand for Claude rising quickly, Anthropic is...

Microsoft’s rumored move into Crusoe’s latest Abilene expansion is a striking reminder that the AI infrastructure race has shifted from software bragging rights to pure industrial scale. If the report holds, Redmond is not just renting compute; it is staking a claim on one of the largest...

Bernie Sanders and Alexandria Ocasio-Cortez have turned the AI infrastructure debate into a direct political confrontation, introducing companion bills that would freeze new data center construction until Congress enacts comprehensive AI regulation. If advanced, the proposal would strike at the...

The Gulf’s sudden escalation has done more than redraw diplomatic lines — it has jolted the architecture of the global cloud economy and forced startups and investors in India’s on‑demand services and fintech sectors to re‑price risk overnight. Background / Overview On March 1–2, a series of...

A damning new analysis by climate and energy researcher Ketan Joshi — backed by a coalition of environmental groups — accuses major tech companies of deliberately conflating low‑energy, long‑established machine‑learning techniques with the new, energy‑hungry wave of generative AI in order to...

Doug O’Laughlin’s blunt verdict landed like a line-drive: “Microsoft’s not in the race. Where are they? They’re getting owned.” That soundbite — from a full interview O’Laughlin gave on TBPN earlier this month — has rippled through the tech and investor communities because it packages a wider...

The three biggest cloud players — Amazon, Alphabet, and Microsoft — are not burning cash for drama: they are rebuilding the industrial plumbing of the 21st‑century internet to win the AI economy. What looks like a ruthless capital deluge — $100 billion from Amazon, roughly $80 billion from...

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...

Tech-industry claims that generative AI and large language models (LLMs) are a decisive lever against climate change have moved rapidly from hopeful rhetoric to corporate orthodoxy — and a new, careful analysis shows much of that rhetoric is greenwashing in plain clothes. Background: what the...

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...