Browsing Tag
Microsoft
291 posts
IBM, AWS, and Microsoft face $195bn sovereign cloud rules built to cut them out
Sovereign cloud is a $195bn market in 2026 and governments are writing procurement rules that hyperscalers were not built to meet. Who wins and who adapts?
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.
ASOS Plc confirms FY26 guidance as AEBITDA surges 51% — but ASC stock sits near 52-week lows
ASOS Plc reports 51% AEBITDA growth in H1 FY26 with gross margin at a three-year high and first new customer growth since 2021. FY26 guidance confirmed. Read the full analysis.
What SymphonyAI’s new energy AI suite means for reliability, margin, and methane compliance
SymphonyAI has launched eight industrial AI applications for energy operators. Read how the move could reshape asset reliability and emissions compliance.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
Is Hannover Messe 2026 still the key event for industrial transformation?
Find out why Hannover Messe 2026 remains a key event for industrial AI, energy, automation, and manufacturing strategy in Europe and beyond.
France’s Linux turn is not a software swap. It is a sovereignty decision with industrial consequences
France is replacing Windows with Linux across ministries as it pushes digital sovereignty. Read what the move means for Europe, Microsoft, and public sector tech.
AAOI stock jumped after a $71 m 800G win. What are hyperscalers seeing in Applied Optoelectronics?
Applied Optoelectronics secured a $71 million 800G transceiver order. Read why the AAOI deal matters for AI optics, backlog growth, and stock sentiment.
OpenAI closes largest private funding round in Silicon Valley history at $852bn valuation
OpenAI closes a $122B funding round at an $852B valuation. What it means for AI infrastructure, the IPO timeline, and enterprise competition. Read more.
Microsoft opens Denmark East datacenter region as MSFT (NASDAQ) trades near 52-week low amid AI spending scrutiny
Microsoft's Denmark East region opens with EU data residency, zero-water cooling, and 130 MW renewable capacity. Here's what it means for cloud and MSFT.