hyperscalers

Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...

Matt Hobbs of PwC argues that business transformation built around cloud, data, and AI must be outcomes-first, and that the practical work of modernization — decomposing legacy logic, addressing technical debt, and building an integration fabric he calls Agent OS — is what separates pilot...

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 first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

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...

Gartner’s warning that VMware could lose roughly a third of its workloads to hyperscalers by 2028 has snapped the industry into high alert, but parsing the numbers, the causes, and the practical options for IT teams shows a market in rapid re‑arrangement rather than an immediate collapse. The...

Google Cloud’s surprise removal of certain EU and UK data transfer fees dramatically reshapes the short-term economics of multicloud strategies and adds fresh momentum to regulators’ efforts to break hyperscaler lock‑in. Background The European Union’s Data Act is the legal backdrop for this...

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...

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...

Gartner’s message at its recent IT Symposium keynote was blunt: AI is no longer a niche experiment — it is seeding itself into every corner of technology management, and CIOs must treat it as an organizational operating reality rather than a vendor-driven fad. This framing — repeated by Gartner...

ServiceNow’s latest beat-and-raise quarter has refocused the market debate: is the stock priced for perfection or is the company quietly building an AI-first moat that justifies its premium? Recent criticisms — high price-to-sales multiples, competitive pressure from hyperscalers and CRM titans...

Microsoft’s announcement of an “urgent” external investigation into allegations that Israel’s Unit 8200 used Azure to store and process recordings of millions of Palestinian phone calls crystallizes a larger, underappreciated shift: the world’s leading cloud providers are not just vendors — they...

Analyst chatter turned into headlines on September 4, 2025, when a short AInvest dispatch reported upgrades to Microsoft (MSFT) and Marvell Technology (MRVL) and a downgrade for NIO (NIO), framing the moves as part of a broader rotation into AI, cloud computing, and data‑center exposure — a...

Microsoft’s position in the software industry today is defined by a rare combination of enormous scale, accelerating cloud-and-AI revenue, and a conservative balance sheet — a profile that helps explain why the company is being valued like a growth platform even as some headline ratios appear...

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...

Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...

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...

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...

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...