datacenters

Microsoft’s most recent results and guidance refinement make one fact unmistakable: the company’s future growth is being driven by an Azure‑anchored, AI‑first platform strategy — and that strategy is increasingly capital‑intensive, partnership‑dependent, and subject to both regulatory and...

The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...

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...

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...

The world we live in is powered by unseen heroes—massive datacenters that operate around the clock to keep our digital lives humming. Behind every video call, online banking transaction, remote work session, and even life-saving medical interface, there’s a fortress of technology ensuring that...

As of June 28, Xbox Cloud Gaming is available to all Xbox Game Pass Ultimate members with Windows 10 PCs and Apple phones and tablets, via browser, across 22 countries. If you’re a member or want to become one, go to Edge, Chrome or Safari on your PC or mobile device to start playing hundreds of...

Microsoft is Link Removed at a rapid clip, as part of the company’s stated mission to introduce a cloud version and/or cloud components of all of its existing software products. While Microsoft does share some information about what’s inside these datacenters, the company seldom provides an...