ai infrastructure

OpenAI’s freshly announced, multi‑year infrastructure pact with Amazon — a headline-grabbing commitment worth roughly $38 billion — is more than a single vendor win: it completes OpenAI’s strategic shift from one dominant cloud partner to a diversified, multi‑hyperscaler compute architecture...

Microsoft’s recent slide has left value hunters and AI skeptics facing the same paradox: a company that looks unassailable on long-term fundamentals is being re-priced today because investors are wrestling with the short-term economics of AI infrastructure and the headaches of capacity, margins...

Microsoft and Oracle are racing toward the same finish line—enterprise cloud and AI—but they are running very different races in terms of scale, capital intensity, product strategy and risk profile, and that difference matters a lot for investors weighing which stock has the clearer path from AI...

Microsoft and Oracle are racing to be the enterprise backbone of the AI era, but the two companies are playing very different games: Microsoft is leveraging sprawling platform scale and recurring revenue to monetize AI broadly across productivity and cloud, while Oracle is making an audacious...

The market’s fury over hyperscaler AI spending is understandable, but short‑sighted: the billions Amazon, Alphabet, and Microsoft are pouring into data centers, specialized silicon, and networking are not wasteful vanity projects — they are a strategic, multi‑decade play to own the compute layer...

The fourth quarter of calendar 2025 crystallized a clear industry inflection: cloud revenue re‑accelerated across the hyperscalers as enterprises moved from AI experiments to large‑scale production, and while Amazon Web Services (AWS), Microsoft Azure, and Google Cloud each posted impressive...

The hyperscalers are not panicking — they are building. Over the last earnings cycle the three biggest cloud platforms—Amazon Web Services (AWS), Google Cloud, and Microsoft Azure—reported a clear, coordinated pattern: reaccelerating cloud growth driven by AI workloads, paired with an...

The fourth quarter of 2025 changed the conversation about cloud: revenue re‑accelerated across the hyperscalers, AI shifted from experiment to production for large enterprises, and one vendor—Google Cloud—emerged as the short‑term growth leader while all three committed to an unprecedented capex...

Mistral AI’s acquisition of Koyeb is more than a typical startup buyout — it’s a deliberate, fast-moving step toward assembling a full-stack AI infrastructure that combines model development, sovereign compute, and serverless deployment under one roof. The deal, announced February 17, 2026...

Amazon’s latest capex call was not a whisper but a cannon blast: the company told investors it expects to invest roughly $200 billion in capital expenditures this year, with the lion’s share directed at AWS infrastructure, custom silicon, and model development — a scale of spending that reshapes...

The world’s biggest technology companies are pouring capital into artificial intelligence on a scale that would have been unimaginable a decade ago — but the numbers, timelines, and motives reported in some outlets deserve careful parsing before we accept a single, dramatic narrative wholesale...

The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...

Microsoft’s AI story is no longer a simple tale of platform advantage and partner bet — it has become a layered debate about execution, capital intensity, and whether the company that seeded the modern enterprise AI era still deserves to be called the leader. Background Microsoft arrived at the...

The biggest test for AI’s business case in 2026 isn’t a new model or a benchmark score — it is a capital cycle. What once read as a long-term productivity revolution is now colliding with the immediate language of markets: depreciation, debt, free cash flow and return on invested capital...

The era when the Magnificent Seven could be excused for spending without immediate proof of returns appears to be ending: this quarter’s results have crystallized a new investor imperative — evidence of durable returns on the staggering capital being deployed into AI infrastructure. Amazon’s...

Nvidia is taking a long-term bet on dedicated AI capacity in Nevada: the chipmaker is reportedly set to sign a 16‑year lease (with two optional 10‑year renewals) for a 200‑megawatt data centre and substation being developed in Storey County, Nevada — a project financed in large part through a...

Microsoft’s latest quarter forced the market to ask a blunt question: can Azure’s still-impressive top-line growth justify an unprecedented surge in capital spending — and at what cost to margins and free cash flow? Background / Overview Microsoft reported a strong quarter in absolute terms —...

Big Tech’s 2026 AI spending plans are not a gentle ramp — they are a once‑in‑corporate‑history infrastructure buildout that, by most estimates, pushes annual hyperscaler capital expenditure into the low‑hundreds of billions and creates a concentrated, high‑stakes market for chips, data centers...

Microsoft’s recent plunge wasn’t a mystery of market panic so much as a punctuation mark on a very visible — and very deliberate — strategy: pour unprecedented capital into AI infrastructure now, accept compressed free cash flow and margin pressure in the near term, and hope the payoff comes...

Microsoft's Azure team says it will rethink how power gets to the rack, proposing a wholesale redesign of datacenter power distribution that replaces bulky copper and aluminium conductors with high‑temperature superconductors (HTS). The company frames the move as a pragmatic engineering pivot to...