Microsoft’s Azure Tops $100 Billion as Alphabet’s Google Cloud Grows 82%
Microsoft closed fiscal 2026 with Azure crossing $100 billion in annual revenue, while Alphabet's Google Cloud growth accelerated to 82%….
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Neoclouds Turn Nvidia GPU Access Into Leverage Over Hyperscalers
Specialized GPU cloud firms called neoclouds are gaining an increasingly powerful negotiating position over the hyperscalers that have long dominated…
IREN’s AI cloud contract pricing jumps to $25 million per megawatt as demand outpaces supply
IREN's AI cloud contract pricing has jumped to roughly $25 million per megawatt of IT load, up from $9.70 million…
Nvidia’s ACIE Business Outgrows Hyperscalers as Data Center Revenue Tops Forecast
Nvidia's Data Center segment posted $89 billion in revenue last quarter, beating a $85.8 billion forecast, as its smaller ACIE…
Six Hyperscalers Set to Spend $1.3 Trillion on AI Capex in 2027 as Only Microsoft Stays Cash-Flow Positive
Six hyperscalers are projected to spend $1.3 trillion combined on AI capex in 2027, up from an estimated $870 billion…
