ai infrastructure

Mistral AI’s acquisition of Koyeb is more than a typical startup buyout — it’s a deliberate, fast-moving step toward assembling a full-stack AI infrastructure that combines model development, sovereign compute, and serverless deployment under one roof. The deal, announced February 17, 2026...

Amazon’s latest capex call was not a whisper but a cannon blast: the company told investors it expects to invest roughly $200 billion in capital expenditures this year, with the lion’s share directed at AWS infrastructure, custom silicon, and model development — a scale of spending that reshapes...

The world’s biggest technology companies are pouring capital into artificial intelligence on a scale that would have been unimaginable a decade ago — but the numbers, timelines, and motives reported in some outlets deserve careful parsing before we accept a single, dramatic narrative wholesale...

The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...

Microsoft’s AI story is no longer a simple tale of platform advantage and partner bet — it has become a layered debate about execution, capital intensity, and whether the company that seeded the modern enterprise AI era still deserves to be called the leader. Background Microsoft arrived at the...

The biggest test for AI’s business case in 2026 isn’t a new model or a benchmark score — it is a capital cycle. What once read as a long-term productivity revolution is now colliding with the immediate language of markets: depreciation, debt, free cash flow and return on invested capital...

The era when the Magnificent Seven could be excused for spending without immediate proof of returns appears to be ending: this quarter’s results have crystallized a new investor imperative — evidence of durable returns on the staggering capital being deployed into AI infrastructure. Amazon’s...

Nvidia is taking a long-term bet on dedicated AI capacity in Nevada: the chipmaker is reportedly set to sign a 16‑year lease (with two optional 10‑year renewals) for a 200‑megawatt data centre and substation being developed in Storey County, Nevada — a project financed in large part through a...

Microsoft’s latest quarter forced the market to ask a blunt question: can Azure’s still-impressive top-line growth justify an unprecedented surge in capital spending — and at what cost to margins and free cash flow? Background / Overview Microsoft reported a strong quarter in absolute terms —...

Big Tech’s 2026 AI spending plans are not a gentle ramp — they are a once‑in‑corporate‑history infrastructure buildout that, by most estimates, pushes annual hyperscaler capital expenditure into the low‑hundreds of billions and creates a concentrated, high‑stakes market for chips, data centers...

Microsoft’s recent plunge wasn’t a mystery of market panic so much as a punctuation mark on a very visible — and very deliberate — strategy: pour unprecedented capital into AI infrastructure now, accept compressed free cash flow and margin pressure in the near term, and hope the payoff comes...

Microsoft's Azure team says it will rethink how power gets to the rack, proposing a wholesale redesign of datacenter power distribution that replaces bulky copper and aluminium conductors with high‑temperature superconductors (HTS). The company frames the move as a pragmatic engineering pivot to...

The AI sector may be moving into what investors and some analysts are calling a cavitation period — a moment when gargantuan infrastructure spending collides with modest, still-maturing commercial revenues — and the consequences will test strategy, balance sheets, and the future shape of digital...

Microsoft’s long silence on hard Copilot metrics ended with a single, headline-grabbing disclosure — and the numbers that followed are as revealing for what they prove as for what they leave unanswered. In its fiscal Q2 FY26 earnings release and call, Microsoft reported 15 million paid Microsoft...

Big Tech is treating 2026 like a construction season for a new industrial economy: together, Microsoft, Alphabet, Amazon and Meta are committing roughly US$650 billion toward AI-related capital expenditures this year — an unprecedented, front‑loaded bet on data centres, specialised chips...

Seeing “There has been an error” in the Microsoft Store is one of those Windows annoyances that shows up suddenly, blocks downloads or updates, and makes otherwise simple tasks feel like a technical emergency — but in the vast majority of cases the fix is straightforward and non‑destructive if...

Microsoft’s share price was hit again this week after two sell-side firms publicly lowered their ratings within days of each other, with analysts pointing to runaway capital spending and growing doubts about how quickly AI investments — and Copilot-branded enterprise tools — will translate into...

AxiomProver’s formally verified breakthrough and a week of tectonic shifts across AI — from Apple opening CarPlay to rival chatbots to venture capital pouring billions into infrastructure — together mark a new phase in the technology’s maturation. What looked like incremental advances just three...

The hyperscalers’ latest earnings season made one thing unmistakably clear: the cloud wars have moved from software and service differentiation into an industrial contest for physical capacity — racks, substations, and accelerators — and the numbers in capex and cloud revenue are the clearest...

Microsoft's public promise to "fix Windows 11" this year is not a marketing flourish — it's a direct response to hard, visible pain across the platform, and the company is now mobilizing a formal "swarming" effort to address the problems users and testers have been raising. Pavan Davuluri, who...