data centers

Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...

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...

A sudden cluster of undersea fiber cuts in the Red Sea has forced Microsoft Azure and other cloud and carrier operators to reroute traffic, producing measurable latency and slower internet performance across parts of South Asia, the Gulf and beyond—an event that exposes how a handful of damaged...

Multiple undersea fiber-optic cables in the Red Sea were cut in early September, producing widespread internet slowdowns across South Asia, the Middle East and parts of Europe and prompting Microsoft to warn Azure customers that traffic routed through the affected corridor may experience...

Microsoft’s Azure platform warned of higher-than-normal network latency for traffic traversing the Middle East after multiple undersea fiber cuts in the Red Sea forced rerouting of international traffic beginning at 05:45 UTC on 6 September 2025. (backup.azure.status.microsoft, reuters.com)...

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...

Microsoft’s Azure cloud experienced noticeable performance disruption after multiple undersea fiber-optic cables in the Red Sea were damaged, forcing traffic onto longer detours and generating higher-than-normal latency for customers whose data traverses the Middle East corridor — Microsoft’s...

Microsoft Azure warned customers of higher‑than‑normal latency after multiple undersea fiber‑optic cables in the Red Sea were cut, forcing traffic onto longer detours while carriers and cloud operators rerouted traffic and prepared for complex maritime repairs. Background / Overview The global...

Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. Background The Red...

Microsoft confirmed that parts of its Azure cloud experienced increased latency and routing disruption after multiple undersea fiber-optic cables in the Red Sea were damaged, forcing traffic to be rerouted through longer, less direct paths and raising fresh questions about the fragility of...

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...

The White House’s latest tech summit ended not with a policy white paper but with a photograph: senior executives from Microsoft, Google, OpenAI, Apple and other Silicon Valley heavyweights gathered at a dinner hosted by First Lady Melania Trump to endorse a national AI education push, pledge...

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...

Microsoft Research’s Cambridge lab has revealed the second-generation Analog Optical Computer (AOC), a hybrid photonic–analog prototype that uses light, commodity optics and analog electronics to accelerate both AI inference and combinatorial optimization — promising orders-of-magnitude gains in...

Dell’s latest quarter reads like a two-act play: a booming data‑center business buoyed by AI-optimized servers that pushed record revenue, and a more muted PC market that — despite an imminent Windows 10 end‑of‑life — is unfolding as a multi‑quarter refresh rather than a single sprint...

Analyst chatter turned into headlines on September 4, 2025, when a short AInvest dispatch reported upgrades to Microsoft (MSFT) and Marvell Technology (MRVL) and a downgrade for NIO (NIO), framing the moves as part of a broader rotation into AI, cloud computing, and data‑center exposure — a...

Microsoft’s Azure Fibre R&D team — working with researchers from the University of Southampton and the Lumenisity spin‑out — has published results showing a hollow‑core (air‑cored) optical fiber with record low attenuation of 0.091 dB/km at 1,550 nm, a broad low‑loss spectral window, and...

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...