data centers

Marvell’s expanded collaboration with Microsoft — now supplying its LiquidSecurity family of hardware security modules (HSMs) to Microsoft Azure Cloud HSM — is more than a press release: it’s a strategic move that shores up Marvell’s position at the intersection of cloud security, confidential...

Satya Nadella’s internal memo bluntly reframes Microsoft’s next act: the century-old “software factory” that Bill Gates imagined has served its purpose, but in the era of generative AI it is no longer enough — Microsoft must become an “intelligence engine” powered by AI, security, and quality...

Microsoft’s decision to expand Azure’s reliance on Marvell’s LiquidSecurity hardware security modules for Azure Cloud HSM is a clear, strategic signal that hyperscalers are betting on cloud‑native, PCIe‑attached HSM architectures to deliver higher density, better power efficiency, and broad...

Microsoft has opened an “urgent” external review after investigative reporting alleged that Israel’s Unit 8200 used a bespoke environment on Microsoft Azure to ingest, store and analyse vast volumes of intercepted Palestinian communications — claims that raise immediate questions about cloud...

Microsoft’s latest quarterly report confirms what investors and enterprise customers have been sensing for months: cloud and AI are not just growth drivers — they are the engine reshaping Microsoft’s business and the broader enterprise landscape. In the fiscal fourth quarter ended June 30, 2025...

The AI infrastructure era is consolidating around three firms that sit at the intersection of design, fabrication, and deployment: Nvidia for compute architectures and software stacks, TSMC for the advanced manufacturing that turns designs into reality, and Microsoft for the cloud fabric and...

AMD’s “Rome” EPYC announcement and the related Computex chatter about deeper Azure collaboration mixed accurate engineering milestones with translation-smoothed promotional claims, but the core story is straightforward: AMD’s 2nd‑generation EPYC (Rome) legitimately reshaped server economics and...

Microsoft has opened a formal inquiry after fresh reports allege that Israel’s elite intelligence unit used Microsoft Azure to store and analyse vast volumes of intercepted Palestinian communications, raising urgent questions about cloud governance, corporate responsibility, and the role of big...

Microsoft Azure’s evolution from a commercial cloud storage service to a platform implicated in large-scale intelligence operations has exposed one of the most consequential fault lines of our digital era: when enterprise-grade infrastructure meets state surveillance, the consequences can be...

On July 29, 2025, a sudden capacity shortfall in Microsoft Azure’s East US region prevented many customers from creating or starting virtual machines — an event that exposed a blunt reality: public cloud elasticity has practical, physical limits, and “infinite” capacity is a marketing...

The rapid expansion of AI-focused data centers has moved from a niche infrastructure story into a full-blown national policy and utility challenge: soaring electricity demand is forcing utilities and regulators to rewrite the rules on who pays for grid upgrades, while hyperscalers respond by...

The boom in generative AI — and the data-center buildout that powers it — is colliding with an electricity system built for a different era, and regulators, utilities and tech companies are scrambling to decide who ultimately pays for the upgrades. A landmark ruling by the Public Utilities...

Ingram Micro’s latest investor call and fiscal results leave little doubt that the company is riding two concurrent tailwinds: the imminent October 14, 2025 end of support for Windows 10 — which is accelerating commercial device refreshes — and the gradual emergence of AI-driven demand that is...

Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...

Global cloud capital expenditures are entering a new, accelerated phase: analysts now expect hyperscale providers to push annual data-center CapEx from hundreds of billions into the low‑trillions over the next half decade, led by Amazon, Alphabet, Meta, and Microsoft — a concentrated spending...

A small, determined group of former Microsoft employees is forcing a difficult conversation into the open: the climate impact of artificial intelligence is not just the electricity powering data centres, it also includes the emissions enabled when AI and cloud services accelerate fossil fuel...

The market’s obsession with a tight cluster of AI-exposed mega-cap stocks has shifted from curiosity to conviction, and in the latest earnings cycle that conviction was tested — sometimes rewarded, sometimes exposed — as Nvidia, Microsoft, Amazon and Tesla produced results that crystallize both...

The global infrastructure-as-a-service market surged again in 2024, with the three hyperscalers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — together capturing roughly seven out of every ten dollars spent on cloud infrastructure, as enterprises pour capital into AI-optimized...

Microsoft’s competitive position in the software industry remains both formidable and contested: the Benzinga automated analysis frames the company as a financial and strategic bellwether among software peers, but careful cross-checking of the numbers and regulatory context shows a more nuanced...

Microsoft’s cloud is now at the center of one of the most consequential surveillance controversies of the 2020s, with multiple investigations alleging that Israel’s Unit 8200 has used a bespoke enclave inside Microsoft Azure to ingest, store and analyze millions of intercepted telephone calls...