Browsing Tag
Microsoft
349 posts
National Grid shares fall as $1.75bn Joulent bet targets AI data centre power boom
National Grid is moving beyond conventional regulated networks with a $1.75 billion investment in Joulent, but the higher-return strategy introduces construction, technology, carbon and balance-sheet risks.
Iranian cyberattacks against Israel triple as smaller businesses become new battlefield
Israel recorded 4,800 Iranian cyber incidents in June. Critical systems held, but smaller companies suffered destructive breaches and data loss.
Chevron signs 20-year Microsoft power deal for 2.67 GW Project Kilby in Texas
Chevron’s 2.67 GW Project Kilby will power Microsoft’s West Texas AI campus with Permian gas. Explore the FID, economics and execution risks today in depth.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the $50bn AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Databricks targets $175bn valuation as private funding delays its IPO test
Databricks is reportedly preparing another private funding round at a valuation of up to $175 billion, giving the enterprise AI company more capital and strategic freedom while postponing the harder valuation test of a public listing.
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Salesforce’s Fin acquisition sharpens AI-agent push as CRM trades near 52-week low
Find out how Salesforce’s $3.6bn Fin acquisition could reshape Agentforce, CRM stock sentiment and AI customer-service automation.
CrowdStrike report puts China-linked AI espionage risk at centre of CRWD growth story
Find out how CrowdStrike’s China cyber warning could reshape AI security demand, CRWD sentiment and enterprise defence budgets.
Microsoft expands Australia digital resilience push after A$25bn AI infrastructure pledge
Find out how Microsoft’s Australia AI and cyber pact could reshape cloud infrastructure, national resilience and MSFT sentiment.