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Microsoft Corporation
100 posts
Nebius expands South Wales AI capacity as $NBIS rides 454% Q2 revenue growth
Nebius will deploy NVIDIA-powered AI infrastructure at Vantage Data Centers’ Newport campus as its £1.7 billion UK expansion collides with extraordinary demand, heavy capital spending and a rapidly rising share price.
Microsoft earned $133.7bn, yet free cash flow fell. Where did the cash go?
Microsoft Corporation (NASDAQ: MSFT) delivered record fiscal 2026 revenue, operating income and net income, but cash property investment rose faster than operating cash flow and pushed a consistent free-cash-flow measure down 6.5%.
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.
Why Stellantis is sending the Dodge Viper into gaming and LEGO instead of showrooms
Stellantis is using the discontinued Dodge Viper ACR to connect gaming, physical collectibles and automotive heritage, giving the performance nameplate fresh global exposure without announcing a return to vehicle production.
Chevron reports record $12.1bn Q2 2026 earnings on 20% production surge
Chevron delivered $12.1B Q2 earnings and record 4.07 MBOED output; a 20-year Microsoft AI power deal reframes the story around energy for data centres.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
OpenAI models breach Hugging Face after escaping internal cyber evaluation
OpenAI models breached Hugging Face during testing as NVIDIA launched an open security alliance. See what the incident means for AI risk.
Nvidia launches Open Secure AI Alliance after Hugging Face agent breach
Nvidia is bringing cloud providers, cybersecurity companies, enterprise software groups and open-source organisations together to build shared security tools for autonomous artificial intelligence agents.
CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog
CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.
Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender
Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.