OpenAI’s decision to run ChatGPT and its API on Google Cloud — alongside Microsoft Azure, CoreWeave, and Oracle — marks a decisive shift from single-provider reliance to a multi-cloud infrastructure designed to relieve crushing compute demand, reduce vendor risk, and squeeze performance and cost...
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Wall Street anxiously awaited signs of resilience or reversal from the technology sector, and Microsoft’s third fiscal quarter of 2025 delivered a resoundingly positive message: cloud and AI growth not only remain robust, but are accelerating. Despite economic headwinds and speculation about...
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Microsoft’s aggressive expansion into AI and cloud services has taken an intriguing turn. According to a recent report from DatacenterDynamics—based on TD Cowen channel checks—the tech giant has canceled data center leasing agreements totaling roughly 200 megawatts (MW) of capacity. This move...
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