Microsoft

KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …

Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. …

Theme of the week: edge computing and private networks for physical AI and AI inference in industrial and military zones. HPE has released a new AI server platform, ruggedized and …

Industrial humanoid robots and physical AI are moving from pilot to production – as Siemens, Nvidia, and lots of private 5G providers (including Nokia) roll up to Hannover Messe. In …

AT&T has clarified its emerging AI “grid” and IoT strategy, combining regional inference, cloud platforms, and private 5G to target enterprise use cases while testing where edge AI delivers most …

‘Frontier’ telcos like Vodafone, AT&T, and Telefónica are deploying hundreds of AI agents across their operations, says Microsoft – to automate processes, accelerate sales, and drive a new kind of …

AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile fiber and 5G directly into AWS environments, pushing AI …

News that Nokia is partnering with Latvian operator LMT to build a 5G tactical communications system for military use in the Baltics underscores how 5G is moving from industrial and …

What lessons can be learned from Microsoft’s cloud transformation? Editor’s note: This is the first part of a three-part series co-authored by Jim Brisimitzis and Chetan Sharma, exploring the nexus …

Enterprise software sales through hyperscaler cloud marketplaces will soar from $30 billion in 2024 to $163 billion by 2030 – driven by agentic AI demand, strategic cloud commitments, and an …

Across industries and continents, enterprise AI is no longer an abstract ambition but a physical, operational, and financial reality. From automotive plants to hospitals, banks, and burger chains, organisations are …

Microsoft noted that the location was chosen for its abundant hydropower and low local electricity demand, because of its small population and transmission capacity In sum – what to know: …

Nscale highlighted that the core of the planned investment is its AI Campus in Loughton, which will host the U.K.’s largest AI supercomputer In sum – what to know: Largest …

The new arrangement would allow OpenAI to raise capital under a conventional governance structure, with the long-term goal of going public to finance its AI ambitions In sum – what …

Tech companies including Microsoft, Alphabet, and Amazon are investing heavily in new and expanded facilities to meet growing demands in the data center market In sum – what to know: …

Nebius will initially provide Microsoft access to dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, from later this year In sum – what to know: …

Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t add up, and often it’s the …

‘Every Azure region is now AI-first,’ said Microsoft CEO Satya Nadella Microsoft delivered profits up 24% year-over-year and revenue of $76.4 billion for the quarter, up 18% from the same time …

Top US cloud service providers continue to lead growth in the AI server market, according to TrendForce In sum – what to know: AI momentum – Global AI server shipments …

As AI workloads explode, so does the demand for next-gen infrastructure. In the first quarter of 2025, global spending on physical data center infrastructure surged 17% year-over-year, according to a …

Polish energy giant Orlen is partnering with Microsoft on central Europe’s largest AI rollout, spanning cybersecurity, operations, and workforce efficiency, anchored by a new AI centre for experimentation and training. …

Named Chile Central, the new Microsoft region is located in the Santiago metropolitan region and includes three physically independent sites housing multiple data centers In sum – what to know: …

Temasek is joining the AI Infrastructure Partnership, which aims to mobilize up to $100 billion in the AI infra field In sum – what to know: Temasek backs major AI …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m …