Posts Tagged ‘Microsoft Azure’

Perplexity to deploy on Azure; $750m cloud infrastructure deal

February 4, 2026
Philbert Shih

AI startup Perplexity is reported to have signed a significant Azure cloud infrastructure deal with ...

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Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure

February 2, 2026
Philbert Shih

Microsoft reported its 2QFY26 (CY4Q25) results, which showed more growth for the Azure cloud infrast...

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MI: Hyperscalers continue to build out infrastructure on global basis; non-traditional locations and dedicated AI builds

December 31, 2025
Philbert Shih

The hyperscale cloud platforms continue to invest heavily on a global basis, pouring resources into ...

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Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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Anthropic commits to $30b of Microsoft Azure cloud services; NVIDIA, Microsoft invest in Anthropic

December 2, 2025
Philbert Shih

Anthropic, makers of the Claude AI chatbot, contracted to consume $30b of Azure cloud infrastructure...

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Microsoft getting close to launching Azure cloud infrastructure services in Taiwan data centres

November 26, 2025
Philbert Shih

Microsoft confirmed it is making progress on its cloud infrastructure region in Taiwan. ...

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Microsoft to build second cloud region in Malaysia in Johor Bahru

November 25, 2025
Philbert Shih

Microsoft confirmed plans to build a second cloud infrastructure region in Malaysia to be known as S...

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IREN secures $9.7b contract with Microsoft

November 5, 2025
Vivian Kong

IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ...

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Microsoft reports 1QFY26 results; Azure demand levels remain high as CapEx climbs and imbalance persists

October 29, 2025
Philbert Shih

Microsoft reported its 1QFY26 (CY3Q25) results, which showed sustained growth acceleration from the ...

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Applied Digital lands second hyperscaler for North Dakota data centres

October 22, 2025
Philbert Shih

Applied Digital confirmed signing a major lease with a second hyperscale cloud infrastructure platfo...

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Microsoft on track to complete AI data centre in Mount Pleasant, Wisconsin

September 24, 2025
Vivian Kong

Microsoft is finishing up the construction of Fairwater, the company’s new AI data centre in Mount...

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Microsoft pledges £22b investment in UK over five years

September 24, 2025
Sacha Kavanagh

Microsoft topped the list of the tech investors that announced UK investments last week. ...

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