geopolitics

When a sector’s wiring runs across continents and under oceans, a single act of geopolitics can ripple from the diplomatic backrooms to the redundant power feeds under your office floor — and the data center industry is precisely that kind of transcontinental project, fragile at the seams and...

Microsoft's announcement that it has halted and disabled specific Azure and AI subscriptions used by Israel's Ministry of Defense marks a rare, consequential intervention by a major cloud provider into the geopolitics of surveillance and wartime intelligence — an intervention prompted by...

NVIDIA’s stranglehold on the AI chip market is no accident — it was built on superior silicon, a vast software moat and a perfect timing of demand — but cracks are appearing in the foundations as hyperscalers, geopolitics and emerging regional champions all push back against a single-vendor...

Microsoft’s latest round of personnel changes in Shanghai — reports say targeted cuts inside Azure teams, an “N+4” severance offer and a relocation option to Australia — is the newest chapter in a multi‑year program of operational tightening that has reshaped how the company runs cloud, AI and...

Nvidia’s stranglehold on AI hardware looks formidable on paper — but beneath the headline numbers lies a more complicated story of geopolitical friction, software lock‑in, and accelerating competitor investment that could test Jensen Huang’s ability to keep Team Green entirely unchallenged...

Microsoft has pledged a record-breaking £22 billion to the United Kingdom over the next four years in a sweeping commitment to build cloud and AI infrastructure, expand operations, and anchor advanced AI compute inside the country — a package the company says will “power the AI future” in...

Microsoft's Azure cloud felt the ripple effects of a string of undersea fiber cuts in the Red Sea on September 6, 2025, as traffic carrying vital Asia–Europe and Middle East connections was forced onto longer, more congested routes — a stark reminder that even the largest cloud platforms remain...

Microsoft Azure customers experienced measurable performance degradation after multiple undersea fiber‑optic cables in the Red Sea were cut, forcing traffic onto longer, often congested detours and exposing persistent structural vulnerabilities in the global internet backbone. Background /...

Microsoft Azure users experienced widespread performance degradation after multiple undersea fiber-optic cables in the Red Sea were cut, forcing Microsoft to reroute traffic, warn of increased latency for routes through the Middle East, and reigniting urgent questions about cloud resilience...

Microsoft Azure experienced measurable increases in network latency after multiple undersea fibre cuts were detected in the Red Sea, forcing cloud traffic between Asia, Europe and the Middle East onto alternate, longer paths and exposing brittle points in the world’s physical internet backbone...

Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. Background The Red...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

The Pentagon has formally ended the long‑running practice of allowing China‑based Microsoft engineers to support Department of Defense cloud environments, ordering audits and vendor reviews that could reshape how major cloud providers service U.S. government systems. The move follows an...

Microsoft’s Redmond campus erupted into a governance crisis in 2025 that has become a live case study in how employee activism, geopolitical conflict, and the mechanics of cloud infrastructure can collide to create real investor risk—and why corporate governance is now a front-line risk...

An explosive new investigative report has revealed that Microsoft's Azure cloud platform has become a backbone for one of the most expansive and controversial surveillance systems ever known in the Israeli-Palestinian conflict. According to findings from multiple investigative outlets, including...

The stark admission by a Microsoft executive before the French Senate—that the company “cannot guarantee” European cloud data is immune from U.S. government access, regardless of where it’s stored—has thrust the simmering debate over data sovereignty and the global dominance of hyperscale cloud...

Microsoft’s abrupt suspension of cloud service access to Nayara Energy, a leading Indian oil refiner, has sent shockwaves through the global technology and energy sectors, shining a spotlight on the increasingly complex interplay between geopolitics, corporate structure, and digital sovereignty...

From regulatory scrutiny in Europe to AI-driven growth in the United States, the recent Q2 results for tech megacaps—Microsoft and Meta in particular—have echoed through the industry and investor circles alike, highlighting both impressive momentum and pressing challenges beneath the surface...

As the world’s energy and technology spheres become ever more entwined with global geopolitics, the recent tussle over access to digital infrastructure at India’s Nayara Energy exposes fresh hazards facing critical industries—and emerging powers—in the age of cloud dominance. When Europe imposed...

The swirling patterns and vibrant hues of batik, Indonesia's iconic textile art, served not just as fashion but as a powerful symbol of diplomacy during a recent convergence of global powerbrokers in Jakarta. As East Asia's most prominent security and political leaders gathered for the East Asia...