OpenAI & Microsoft end cloud exclusivity in updated AI deal
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Microsoft is scaling two infrastructure models at once: sovereign cloud regions for compliance and a new class of AI factory campuses built for frontier-scale compute.
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EU Considers Cracking Down on Big Tech's Cloud Power
(Bloomberg) -- Amazon Web Services, Microsoft Corp.’s Azure, and Alphabet Inc.’s Google Cloud risk being dragged into the scope of the European Union’s crackdown on Big Tech as antitrust watchdogs prepare to study the platforms’ market power.
Geopolitical uncertainty is driving organizations outside the U.S. to explore sovereign cloud alternatives, ranging from country-specific Azure regions to fully disconnected on-premises deployments. Microsoft offers a layered set of sovereignty controls ...
Microsoft's Productivity and Business Processes revenue grew by +15.9% YoY, with the expanding operating margins and the growing RPOs to $625B (+109.7% YoY) demonstrating their SaaS resilience. Their multi-year data center capex is well covered by the ...
Microsoft Corp. is updating its Power Platform today at its Ignite conference in San Francisco with new artificial intelligence features, governance tools and data integrations aimed at speeding the deployment and management of applications more efficiently.
According to Power, Microsoft remains attractive at current levels, even as the market seeks clearer evidence of sustained growth. Microsoft’s recent share price gains highlight ongoing confidence in its long-term AI and cloud strategy.
AWS and Microsoft Azure are in the spotlight, but perhaps not for the right reasons. The European Commission has announced the initiation of three market investigations concerning cloud computing services under the landmark Digital Markets Act (DMA).