Satya Nadella has quietly shifted from chief executive to de facto product steward for Microsoft’s AI stack, ramping up direct oversight of Copilot and related AI initiatives as internal and external signals show the company’s flagship assistant is struggling to translate early hype into broad...
Japan’s Fujikura is being swept up in the AI infrastructure boom — and the company’s public statements and corporate actions make clear it’s racing to expand capacity even as customers and governments line up for fibre optic supplies that underpin the global data‑centre buildout. Background...
Microsoft has flipped the switch: Windows Server 2025 now includes a native NVMe storage stack that removes decades of SCSI translation and exposes NVMe’s multi‑queue, low‑latency semantics to the kernel — a platform modernization that Microsoft says delivers large IOPS uplifts and significant...
Latin America has entered a new, fast-moving phase of digital infrastructure expansion: the rollout of 5G, surging cloud adoption and the explosive demand for AI compute are together turning the region into a crowded construction site for data centers and cloud regions. Major hyperscalers and...
The AI infrastructure wars are no longer a forecast — they are the single largest capital race in modern technology, and the companies that supply the compute, the clouds, and the specialized silicon are already reshaping markets, policy and investor portfolios around the world.
Background: what...
Satya Nadella’s blunt frame — that the AI industry must “earn the social permission” to consume vast quantities of electricity — has shifted a familiar corporate sustainability conversation into a sharper public policy and political contest over power, infrastructure and economic fairness. His...
Data centers are drinking the equivalent of small cities, and that thirsty footprint is only set to grow as artificial intelligence and hyperscale computing accelerate demand — but the obvious fixes (shutting down servers or moving to cooler climates) miss a more powerful lever: where facilities...
Oracle’s recent roller-coaster is a reminder that headline-grabbing AI partnerships and megaprojects do not automatically translate into the kind of structural dominance Nvidia built on its commodity-defining GPU moat.
Background
Oracle’s pivot to hyperscale AI infrastructure — anchored by the...
Microsoft’s AI pivot has rewritten the investment playbook for the company, but the most interesting argument in the current market isn’t that Microsoft will win the AI race — it’s that Microsoft might be the best place to hide if the AI bubble bursts. That position rests on three pillars: a...
Microsoft’s infrastructure teams now talk about a “happy problem”: demand for cloud and AI services is surging faster than the physical capacity to run them, and solving that problem is reshaping how the company designs, powers and sites its data centres. This is no ordinary construction...
Microsoft’s Azure Cobalt 200 arrives as a radical second act in its custom‑silicon playbook: a chipletized Arm-based server SoC that packs 132 Arm Neoverse V3 cores, a 12‑channel DDR5 memory interface, built on TSMC’s 3 nm process, and a set of on‑SoC accelerators and per‑core power controls...
AccuWeb Hosting’s placement in PCMag Australia’s 2025 roundup confirms what many hosting buyers already suspect: this is a provider built for flexibility, regional reach, and particularly strong dedicated-server offerings — a suite that earns praise for specs, pricing, and support while also...
Anant Raj’s announcement that its cloud subsidiary will invest ₹4,500 crore in Andhra Pradesh marks a clear bid by a fast-growing Indian developer to move beyond traditional data‑centre corridors and capture demand for hyperscale, AI and colocation capacity — but the MoU paperwork and lofty...
Anant Raj’s announcement that its subsidiary, Anant Raj Cloud Private Limited (ARCPL), has signed an MoU with the Andhra Pradesh Economic Development Board (APEDB) to invest ₹4,500 crore in a two‑phase data centre and IT‑park project marks a clear acceleration of the company’s pivot from...
Anthropic’s and Microsoft’s twin announcements mark an unmistakable escalation in the AI arms race: a newly declared $50 billion buildout by Anthropic to erect custom data centers in Texas and New York, coupled with Microsoft’s ongoing rollout of massive AI-optimized campuses — including the...
PCMag UK’s long-running roundup of cloud web hosts remains a useful starting point for anyone sizing infrastructure in 2025, but the devil is in the details: pricing windows, SLA definitions, and region footprints matter more than marquee names when you’re buying hosting for a business-critical...
Artificial intelligence is not an overnight revolution for Australian workplaces — it is proving, by the evidence, to be a slow horse that businesses are saddling carefully and unevenly, with most firms expecting the peak effect on staffing to arrive years from now rather than tomorrow...
Foxconn is in talks with OpenAI to co-develop next‑generation AI data centers — a development that could reshape Taiwan’s infrastructure role in the global AI compute race while navigating the legal and commercial constraints of OpenAI’s deep ties with Microsoft. Background / Overview
Foxconn...
Microsoft’s announcement that Atlanta has become the second Fairwater-class Azure AI datacenter — and that it is joined to the Wisconsin site to form what the company calls a planet-scale “AI superfactory” — is a clear statement of intent: hyperscale cloud providers are now building...
Microsoft has flipped the switch on what it calls an “AI superfactory” — a purpose‑built, rack‑scale Azure installation powered by NVIDIA’s latest Blackwell Ultra GB300 family that stitches thousands of GB300 NVL72 racks into a single production fabric and sets a public target to scale to...