data centers

Microsoft’s streamlining of its gaming operations has moved from boardroom memo to daily reality at King, the studio behind Candy Crush — roughly 200 roles are reported to have been cut, and multiple independent accounts suggest remaining staff are being pushed to rely on generative AI tools as...

The largest technology companies are weathering a volatile market not because the case for them is uncomplicated, but because the economics of artificial intelligence have tilted the strategic balance in their favor: giant, cash-rich platforms can underwrite the infrastructure, talent and...

Elon Musk has a new shot across Microsoft’s bow, and this time it has a name tailor‑made for memes and search engines alike: Macrohard—a “purely AI software company,” as he described it in a post on X, pitched to simulate the work of a software giant entirely with autonomous AI agents. He framed...

Microsoft sits squarely at the center of the modern software industry: colossal scale, accelerating AI monetization, and a balance sheet that lets it spend aggressively on cloud infrastructure — but the company’s market multiples, peer comparisons, and some widely circulated metrics deserve...

Microsoft’s Xbox Cloud Gaming service is officially being discussed as a candidate for a lower‑cost, more widely available tier — possibly ad‑supported — even as Microsoft simultaneously pushes forward on next‑generation hardware, AI features, and a deeper partnership with AMD that will shape...

Mac users no longer need to buy a Windows laptop or accept crippled workarounds to run the Czech accounting system POHODA — hosting the app in the cloud and accessing it via a Windows desktop session delivers the full, native POHODA experience on macOS, iPadOS, and virtually any...

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...