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Microsoft, Cloud

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Top News
Overview
 · 3h · on MSN
Microsoft shares dive as data-center spending overshadows earnings surge
The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business slowed.

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 · 1h
Microsoft Shares Plummet 11%—Most Since 2020—After Slowing Cloud Growth
 · 13h · on MSN
Microsoft stock falls despite earnings beat. Cloud growth slowed slightly.
 · 19h
Microsoft capital spending jumps, revenue fails to impress, shares drop after hours
Microsoft said on Wednesday it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth, worrying investors who had expected a major payoff fro...

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 · 18h
Microsoft stock drops on slowing cloud growth, light margin guidance
 · 20h
Microsoft earnings send the stock lower, as cloud growth lacks upside
14d

Cloud Capital and Arcapita Acquire a 21-megawatt Data Center in the US with Planned Expansion

Arcapita is a global alternative investments firm focused on private equity and real estate, with a track record of over 30 years and a total transaction value of more than $32 billion. Arcapita has offices in the US, UK, Saudi Arabia, UAE, Singapore, as well as affiliated offices in Bahrain.
DatacenterDynamics
1d

Tencent Cloud plans to expand data center footprint in the Middle East

According to CNBC, Tencent is hoping to leverage its strong customer base in China to expand internationally. Many Chinese firms have ties or are looking to expand also into the Middle East. Among those is PC company Lenovo, which has a regional headquarters in Saudi Arabia and is building a manufacturing plant in the Kingdom.
Analytics Insight
6d

Cloud and Data Centers in 2026: What’s Changing and Why It Matters

Overview: Cloud growth now depends more on power availability than global reach or network proximity.AI workloads are driving larger, denser, energy-hungry data
8h

Nvidia CoreWeave Deal Highlights Applied Digital AI Data Center Potential

Nvidia commits US$2b to CoreWeave, a key customer and partner of Applied Digital (NasdaqGS:APLD). The investment supports CoreWeave's capacity plans, which are closely linked to Applied Digital's data center services.
8d

AI Data Centers In Space? Implications For Business Leaders

I write about how digital impacts business and future of work Should tech companies achieve more efficient AI computing in space, they may be positioned to offer services at lower costs or with greener credentials than earth-based operators.
8don MSN

Bills designed to spur data center development make waves at state capitol

Lawmakers are back at work at the state capitol. They are already working on controversial bills; two dueling measures are being talked about with data centers in the middle of the debate.
The Information
3d

Five Takeaways From ‘Data Center Davos’

Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set.
6h

How To Prepare For Quantum-Hybrid Data Centers

Over the years, data centers have reinvented themselves through virtualization, the cloud and AI. The next iteration is quantum. However, the future will not be binary, but hybrid, with infrastructure orchestrating classical, accelerated and quantum computing in concert.
7d

‘I don’t see this as getting better’: Data centers fuel concern over water, energy use, air pollution

Companies are integrating artificial Intelligence into all aspects of work and are now doing the same to life.
JD Supra
1d

OSHA Compliance in Data Centers

Increasing demand for artificial intelligence, cloud computing and other technologies has accelerated the proliferation of data centers across
6d

Wisconsin’s data center moment: Protect customers, power growth with clean energy

Wisconsin stands at a pivotal moment. Artificial intelligence, cloud computing, and hyperscale data centers are arriving quickly, bringing enormous demand for electricity and water. The real question is not whether these investments will come,
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