Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.
The data center is being developed at Via dei Pioppi & Via Rimembranze, 27010 Bornasco, with works already underway. "Urban ...
Microsoft has stood up 1GW of data center capacity in Q2 of FY2026 alone, in another quarter of heavy spending. This is a ...
Microsoft Corporation reports $625B in RPO, 39% Azure growth, 15M Copilot seats, and $37.5B CapEx spending. Check out why ...
PleoGram Pleo-Gram focuses on real-time energy analytics, automation, and performance monitoring. The platform enables ...
Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...
Calling it the highest performance chip of any custom cloud accelerator, the company says Maia is optimized for AI inference on multiple models.
Microsoft shares slid more than 6% after hours despite a strong earnings beat as investors questioned the near-term return on the company's surging AI-driven capital spending.
Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.
Multiple class action lawsuits have been filed against CoreWeave (NasdaqGS:CRWV) over allegations that the company misled investors about its AI infrastructure capacity and revenue guidance. In ...
Take a look at what Wall Street analysts are expecting to see from reports due from Meta , Microsoft and Tesla after ...