Browsing Tag
Microsoft
349 posts
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.
Bango EBITDA rises 34% as Digital Vending Machine subscription growth accelerates
Bango recurring revenue rose 31% to $20.4 million as subscription growth lifted EBITDA 34%, expanded margins and strengthened cash generation.
Microsoft plans more than $10bn of Gulf cloud and AI investment through 2030
The technology group will expand infrastructure and operations across the United Arab Emirates, Saudi Arabia, Qatar and Kuwait while hardening critical data systems against regional conflict.
Mercedes-Benz signs production deal for Wayve AI Driver launch within two years
The definitive agreement advances Wayve from testing to selected Mercedes-Benz production lines, but safety validation, regulation and the economics of scalable deployment remain the decisive tests.
Apple targets local AI costs with new Mac mini and Mac Studio systems
Apple is positioning high-memory desktops and Thunderbolt clusters as private, unmetered AI machines, but it must overcome a vast Windows enterprise lead and Nvidia's entrenched developer ecosystem.
Paychex delivers 14% earnings growth but slower core HR revenue weighs on shares
Paychex stock fell despite 10% EPS growth and stronger margins as investors focused on slower core HR revenue and unchanged fiscal 2027 guidance.
Harworth rejects Peel’s £600m takeover as valuation battle intensifies
Harworth Group plc has unanimously rejected Peel Holdings Group Limited’s improved 177.5-pence-per-share offer, setting up a valuation battle over its industrial, logistics, residential and data-centre development pipeline.