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Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...- 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 ...
- 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...
- Microsoft salary leak reveals how much employees make, from six-figure pay to huge stock awardsA recently leaked Microsoft spreadsheet has unveiled the salary details for almost six hundred employees, revealing a broad spectrum of bas...
- Nvidia discusses Perplexity investment at $30 billion-plus valuationNvidia is discussing investing in Perplexity as part of an equity round that would value the AI startup at more than $30 billion, the I...
- 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...
- Microsoft stock under pressure: AI capex math faces investor scrutinyMicrosoft shares came under pressure as investors scrutinised the company’s heavy AI infrastructure spending and questioned whether future ...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- Microsoft retreats in China, but AI boom helps it keep a window openThe year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy acti...
- Microsoft could unveil Maia 300 AI chip as early as September: ReportMicrosoft plans to launch its new Maia 300 AI chip this autumn. The company is securing production capacity for over 300,000 chips by 2027....
- Microsoft plans to unveil its new Maia 300 AI chip this fall: The InformationMicrosoft is planning to publicly unveil its new Maia 300 chip this fall, potentially as soon as next month, The Information reported o...
- Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish againMicrosoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog ...
- Microsoft sets record with near $450 billion single-day gain in market valueThe software giant's shares closed up more than 15%, lifting its market capitalization to $3.35 trillion, surpassing chip giant Nvidia's ...
- Microsoft shares surge 16% as AI cloud bet starts showing up in numbersMicrosoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption ease...
- Cyber firm Wiz says flaw could have led to mass exposure of Microsoft cloud customersCybersecurity firm Wiz found a major flaw in Microsoft's Azure CosmosDB service. This vulnerability could have allowed remote compromise of...
- Microsoft beats Wall Street expectations with $90 billion in revenueMicrosoft reported robust quarterly earnings, exceeding analyst expectations significantly. The company's cloud computing platform, Azure, ...
- Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worriesMicrosoft shares surged nearly 9% in extended trading after the software giant reported stronger-than-expected Q4 earnings and Azure cloud ...
- Microsoft's AI bet pays off as Azure, Cloud growth beat expectationsMicrosoft beat quarterly estimates as strong Azure cloud growth and rising AI adoption boosted revenue, earnings and guidance, while growin...
- Databricks expands Microsoft Azure partnership, to use more custom chipsDatabricks will extend its Microsoft partnership through the 2030s. The company will increase its use of the Azure platform and Microsoft's...
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