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MICROSOFT AI INFRASTRUCTURE
Microsoft shares rise after Azure sales disclosure; AI cloud growth in focusMicrosoft has disclosed Azure’s quarterly and annual revenue for the first time, giving investors a clearer view of its position against Am...- If Europe's AI sovereignty relies on Mistral, 'we're doomed': French finance ministerEuropean sovereignty in artificial intelligence (AI) cannot depend on a single startup like Mistral, France's Finance Minister Roland Lescu...
- AI boom is testing tech firms' climate pledgesTechnology companies are stepping up their climate commitments but not fast enough to counter rapidly inflating energy needs linked to the ...
- India could be a big winner in AI data centre boom, but power demand may be the catchIndia is set to gain significantly from the global AI data centre expansion. Demand for local cloud infrastructure and sovereign AI is driv...
- Let data reign: Trump's data center gospel meets a growing American backlashDonald Trump supports data centers, linking them to jobs and prosperity. He warns communities rejecting them face economic decline and pove...
- Is your data truly yours? India's sovereignty struggle with foreign cloud providers and AIIndian enterprises now prioritize data sovereignty over cost and scale in cloud procurement. New regulations and geopolitical shifts highli...
- US election candidates turn on AI data centers as power bills, noise fuel angerData centers are now a key election issue across America. Rising electricity bills and noise pollution fuel voter anger against Big Tech co...
- Recent Indian executive moves at OpenAI, Anthropic, Meta & other tech majorsIndian executives have recently taken on key leadership roles at some of the world’s biggest AI and technology companies, highlighting the ...
- IREN stock slumps after Q4 miss as AI cloud revenue surgesIREN shares fell over 8% after a weaker-than-expected Q4, with revenue and adjusted earnings missing estimates. However, AI Cloud revenue s...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...
- China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharingThe discussions highlight how China's leading AI models, often far cheaper than Western offerings, are gaining traction in the US, despite ...
- AI adoption surges in Asia as companies set up new hubs in Singapore, IndiaAI and generative AI investment in Asia is projected to reach $175 billion by 2028. Many employees across Asia-Pacific already use AI at wo...
- China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources sayMoonshot AI is negotiating revenue-sharing deals with Microsoft, Amazon, and Google. These talks could allow US cloud providers to host its...
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
- India’s data centre capacity hits new high as AI powers a 4x boomIndia leads Asia-Pacific data centre growth, with capacity quadrupling and substantial future projects underway. Significant investments fr...
- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- Nvidia customers notified about AI-related price hikes above 15%: BloombergThe price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin...
- China's open-source bout is changing AIAmerica's attempt to contain China's AI ambitions may have altered the industry, accelerating a shift towards open models, cheaper intellig...
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