Browsing Tag
Microsoft
345 posts
Could Mike Danson unlock GlobalData’s (LSE: DATA) hidden value without selling the entire company?
GlobalData founder Mike Danson is open to selling core divisions, according to The Times, reopening questions over the company's £1.115 billion healthcare valuation, deteriorating growth expectations, private equity interest and the financial consequences of breaking up the London-listed intelligence group.
Microsoft and Nvidia push AI agents onto laptops as cloud economics face a new test
Microsoft and Nvidia are positioning the Surface Laptop Ultra and RTX Spark architecture around powerful local artificial intelligence agents, potentially shifting selected AI workloads from hyperscale data centres onto customer-owned PCs.
US green card suspension hits Infosys, Tata Consultancy Services and Wipro
Eight major technology employers face suspension from a critical US employment-based green card process, including Infosys, Tata Consultancy Services and Wipro. Yet the immediate business impact may be smaller than the headlines suggest. The bigger uncertainty concerns employees whose long-term immigration plans depend on employer-sponsored permanent residency.
CBI investigation exposes alleged India-based Bitcoin ATM scam targeting US seniors
CBI investigates an alleged India-based scam targeting US seniors through fake tech support and Bitcoin ATMs. Discover how the fraud operated.
IonQ reaches DARPA’s final quantum test, but the $300m headline hides a crucial distinction
IonQ has advanced to the final stage of DARPA's quantum computing assessment under an agreement potentially worth $300 million. However, its initial funding obligation remains undisclosed, and independent testing of its Superion technology through 2029 must establish whether the company's ambitious roadmap can translate into a viable utility-scale system.
Applied Digital’s (Nasdaq: APLD) revenue jumps 322%, but how much is recurring AI rent?
Applied Digital's AI infrastructure expansion lifted quarterly revenue to $341.9 million, but tenant fit-out services contributed more than half the total. With $6.4 billion in debt, $36 billion in long-term lease commitments and substantial construction spending, the distinction between reported growth and sustainable rental earnings is becoming increasingly important.
Marvell targets up to $90bn revenue by 2031 as custom AI silicon outlook explodes
Marvell Technology has lifted its fiscal 2028 revenue outlook to about $20 billion and introduced a fiscal 2031 target of $70 billion to $90 billion as custom artificial intelligence chips and interconnect products move to the centre of its growth strategy.
AI data centres need electricity before they need buildings. Is powered land the new property premium?
The artificial-intelligence data-centre boom is changing how industrial land is valued in Britain. Harworth Group’s 0.8GW powered-land portfolio and a £106.6 million Microsoft transaction show why a credible grid connection can now matter as much as acreage, planning permission and location.
Tesla starts broader Semi deliveries almost nine years after electric truck debut
PepsiCo, DHL and US Foods are among early customers as Tesla moves its long-delayed electric Class 8 truck from limited deployment toward commercial-scale production.
Microsoft shares rise as Copilot Code and Autopilot push AI deeper into office work
Microsoft has redesigned Copilot around Home, Code and Autopilot, pushing the product beyond chatbot-style assistance into software creation, delegated workflows and always-on AI agents with their own identities and permissions.