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Thursday 29 October 2026
Microsoft cloud and AI revenue in 1QFY27 surge past expectations, driven by robust Copilot and Azure growth
Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum...
Wednesday 28 October 2026
Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge
Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS)...
Tuesday 13 October 2026
Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply
Microsoft's in-house Azure Maia chips will become the main platform for its own AI services, including Microsoft 365 Copilot, GitHub Copilot and Microsoft Foundry. However, the company...
Monday 12 October 2026
Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled
Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up...
Monday 12 October 2026
Microsoft to scale Maia AI chips to multi-gigawatt deployments, unveils TSMC N2P-based Maia 300
Microsoft will scale its in-house Azure Maia AI accelerators to multi-gigawatt deployments starting in 2027, making Maia the primary AI inference system for its products and services...
Friday 11 September 2026
More memory won't fix AI's bottleneck, says Microsoft's Azure hardware chief
Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision —...
Thursday 3 September 2026
Microsoft unveils two-segment reporting structure, standalone Azure financials
Microsoft has unveiled its consolidation of its operating segments from three down to two: Agents and Infra alongside Devices and Consumer. The tech giant also announced plans to disclose...
Thursday 30 July 2026
Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

Friday 24 July 2026
AMD advances telecom AI with AT&T and Microsoft
AMD unveiled a next-generation open-source telecom large language model (LLM), OTel 2.0, with AT&T and Microsoft at its Advancing AI 2026 conference, completing a training pipeline...
Wednesday 22 July 2026
Microsoft's multibillion-dollar Mistral deal gives regulated industries European alternative to US-controlled AI
Microsoft's decision to pour billions of dollars into Mistral's European compute base is less about adding another model to Azure than about answering a question that has grown loud...
Wednesday 22 July 2026
Microsoft evaluates Kimi K3 for Copilot to lower inference costs

Microsoft is evaluating Moonshot AI's open-source Kimi K3 model for some Copilot functions as it looks for lower-cost alternatives to...

Tuesday 21 July 2026
Microsoft expands Azure partnership with AMD ahead of Helios AI system launch

Microsoft has expanded its strategic partnership with AMD, announcing plans to deploy the company's upcoming Helios rack-scale AI system...

Thursday 2 July 2026
Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition
Meta Platforms' reported interest in selling excess AI computing capacity has stirred debate over whether the company is seeking a new way to monetize heavy infrastructure spending...
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...
Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring...