Modern compute-heavy projects place demands on infrastructure that standard servers cannot satisfy. Artificial intelligence ...
Microsoft inks $17.4B cloud deal with Nebius for long-term access to high-speed GPUs. The contract provides Microsoft with a guaranteed pipeline of computing power during sky-high demand for AI ...
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year agreement, ...
When it comes to cloud computing, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the clear leaders. Both are seeing strong growth, both are leaning heavily into artificial intelligence (AI), ...
I see Azure’s demand for computing outstripping supply. Azure grew 34% to $75B in FY25 and management guides 37% growth for Q1 FY26, with capacity tight into year end. Cloud is expanding aggressively, ...