Microsoft and OpenAI’s once‑rock‑solid alliance is showing signs of strain. In early April 2025, Microsoft quietly pulled out of two major data‑center deals—each capable of supplying hundreds of megawatts of power—that had been earmarked to support additional ChatGPT training workloads. This...
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Robust Capital Spending Fuels Data Center Expansion
Investors have long looked for key trends to gauge the future trajectory of sales and profitability in tech giants. One pivotal indicator is the planned capital expenditures by hyperscaler cloud service providers. As giants such as Amazon Web...
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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...