data centers

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

Australian Data Centres’ new hires mark a decisive pivot from a single-site, Canberra-focused operator to an ambitious, nationally scaled provider positioning itself for sovereign, AI-ready, and hyperscale workloads. Background / Overview Australian Data Centres (ADC) — a privately owned...

This week’s PC Perspective podcast episode unspools a tight, messy knot of hardware headlines: a Windows 11 patch that coincided with reports of disappearing SSDs and an industry-wide investigation, a dramatic leap in QLC NAND that promises denser consumer drives, NVIDIA’s Blackwell-era push...

Microsoft’s scale and AI-driven momentum remain the dominant story in software, but a closer, verified comparison of valuation multiples, profitability, leverage, and growth shows the headline Benzinga snapshot is a useful starting point — not a definitive verdict — and that investors and IT...

Alibaba’s latest AI push reads like a two-act drama: a crescendo of product releases and developer traction on one side, and an equally loud chorus of pricing pressure, competition, and heavy-capex obligations on the other. In the past year the company has rolled out its Qwen3 model family and...

Amazon’s recent pullback has reignited a familiar debate: is Amazon falling behind in the race to monetize generative AI — or is the company quietly laying the groundwork to reclaim momentum? Investor jitters about AWS’s cloud revenue growth and Microsoft’s head start with OpenAI have pressured...

Microsoft's Q2 results and the wave of new analyst targets have crystallized a central tension: the company’s AI and cloud fundamentals are powerful and accelerating, yet the market’s price expectations and margin realities send mixed signals about how fast that promise will convert into durable...

OpenAI’s highly anticipated corporate restructuring has been pushed off the immediate calendar as last‑ditch negotiations with Microsoft over API access, intellectual property (IP) rights and a disputed “AGI clause” remain unresolved, forcing a delay that could push the overhaul into next year...

For more than a decade, Amazon Web Services (AWS) has been the engine that transformed Amazon from an online retailer into one of the world’s most valuable and strategically diversified technology companies—and yet, the cloud computing race is no longer a straight sprint for raw scale. Recent...

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...