hyperscale

Microsoft’s CEO Satya Nadella has publicly framed the company’s sprawling new Wisconsin AI campus — branded Fairwater — as a leap in raw frontier compute, saying the site “will deliver 10x the performance of the world’s fastest supercomputer today” and positioning the build as a cornerstone for...

Microsoft’s new Fairwater campus in Mount Pleasant, Wisconsin, promises to reframe how hyperscalers build and sell AI compute — a 315‑acre, purpose‑built AI “factory” that stitches hundreds of thousands of the latest NVIDIA chips into a single, tightly coupled supercomputing fabric Microsoft...

Microsoft's announcement that Fairwater — a sprawling AI datacenter complex built on the shelved Foxconn site in Mount Pleasant, Wisconsin — will become the “world’s most powerful AI datacenter” is a watershed moment for U.S. hyperscale infrastructure, but it also raises immediate technical...

The race to build the world’s most powerful AI infrastructure has moved out of labs and into entire campuses, and Microsoft’s new Fairwater facility in Wisconsin is the clearest expression yet of that shift — a purpose-built AI factory that stitches together hundreds of thousands of...

Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...

Saudi Arabia’s deserts are rapidly being repurposed into one of the world’s most aggressive canvases for hyperscale data center expansion, a strategic pivot that combines vast land, cheap and increasingly green power, direct subsea connectivity, and state-backed capital to attract the biggest...

OpenAI and Nvidia are preparing a major push into physical infrastructure in two of the world’s most important AI markets — the United Kingdom and India — in moves that crystallize a new phase of the AI arms race where chips, power and real estate matter as much as algorithms. Early reports say...

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 debate over whether artificial intelligence will devour the U.S. power grid has moved out of academic journals and into boardrooms, utility commission hearings, and consumers’ monthly bills—and the conversation is finally demanding honest numbers, not hype. Recent reporting has made two...

Australian Data Centres has bolstered its executive bench with three senior hires — appointing Matt Holden as Chief Operating Officer, Greg Gale as Chief Information Security Officer, and Peter Adcock as Chief Technology Officer — moves the company says will accelerate its national expansion...

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...

Benzinga’s automated snapshot of Microsoft’s standing inside the software sector delivers a clear headline: Microsoft appears both richly priced on revenue and comparatively inexpensive on earnings and book value versus a mixed peer group — but a closer inspection reveals timing, definitional...

Microsoft’s position in the software industry is defined less by a single product than by a trio of connected businesses — Productivity & Business Processes, Intelligent Cloud, and More Personal Computing — and the recent Benzinga snapshot comparing Microsoft to an eclectic peer group makes that...

The U.S. defense establishment has entered an unmistakable pivot: artificial intelligence is no longer an experimental add‑on but a strategic backbone for everything from logistics and predictive maintenance to intelligence analysis and battlefield decision support. This shift—energized by the...

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...

Microsoft’s recent earnings and Benzinga’s automated competitor snapshot together paint a picture of a software powerhouse that is both dominant and vulnerable — dominant because of unmatched scale in cloud and productivity; vulnerable because the market is pricing aggressive AI monetization...

Microsoft’s decision to expand its use of Marvell’s LiquidSecurity hardware security modules into the Azure Cloud HSM offering marks a notable vote of confidence in cloud-optimized HSM architectures — and sharpens the competitive contours of the HSM-as-a-service market as enterprise customers...

Microsoft has selected Marvell’s LiquidSecurity family of hardware security modules (HSMs) to power its Azure Cloud HSM offering — a move that consolidates Marvell’s role across Azure’s key management portfolio and brings FIPS 140‑3 Level 3‑certified, high‑density PCIe HSMs into Microsoft’s...

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 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...