hyperscaler

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    UK Sovereign AI Compute: Nscale, Microsoft, NVIDIA & OpenAI

    Nscale’s announcement that it will expand UK AI infrastructure in collaboration with Microsoft, NVIDIA and OpenAI marks a significant acceleration in the country’s bid for sovereign, large-scale AI compute — a move that blends private hyperscale investment with geopolitics, national industrial...
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    Oracle's AI Cloud Push: OCI Aims for Hyperscale Growth by 2030

    Oracle’s latest earnings and deal disclosures have done something unusual for a long‑running enterprise software vendor: they reframed the company as a potential heavyweight in AI cloud infrastructure, putting a concrete pathway on the table for Oracle Cloud Infrastructure (OCI) to move from...
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    Oracle's AI Infrastructure Push Rewrites the Cloud Playbook

    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...
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    Oracle Q1 2026 Backlog Signals Big AI Infrastructure Push for OCI

    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...
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    Oracle's $455B RPO and $144B OCI Forecast: Is AI Infrastructure Here to Stay?

    Oracle’s quarter rewrote expectations: a staggering $455 billion in booked future revenue and a five‑year Oracle Cloud Infrastructure (OCI) projection that takes OCI from a mid‑single‑digit cloud player into the same league, on paper, as the largest hyperscalers — if the contracts behind that...
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    WP Engine Brings Enterprise WordPress to Dubai on Azure for UAE Data Residency

    WP Engine’s move to run its enterprise-grade WordPress platform locally from a Microsoft Azure data center in Dubai puts a familiar name in managed WordPress hosting squarely inside the UAE — a step that promises faster site performance, clearer compliance pathways for Gulf-region enterprises...
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    Microsoft-Nebius Deal: Azure Secures External AI Compute to Speed GPU Capacity

    Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...
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    Microsoft MAI Push: In‑House AI, Copilot on Azure, and Enterprise Risk

    Lyft CEO David Risher’s recent public praise for Oura Ring, Starbucks, and Microsoft lands at a moment when Microsoft itself has signaled a major strategic pivot — shipping its first in‑house MAI models and doubling down on an AI‑centric infrastructure plan that changes the calculus for Copilot...
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    Microsoft AI-Cloud Momentum and Valuation: A Segmented Peer Comparison

    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...
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    Nokia and Microsoft Expand Partnership: Boosting Azure with Advanced Data Centre Solutions

    In a power move set to further entwine two tech titans, Nokia has announced a five-year expansion to its existing agreement with Microsoft. This partnership will see Nokia supplying advanced data centre routers and switches for none other than Microsoft's Azure cloud platform—one of the world's...
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