Tag: cloud
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Microsoft’s Azure Cloud Just Crossed $100 Billion
Microsoft’s cloud arm just crossed a number that used to sound made up. Azure passed $100 billion in revenue over the past year, and it did that while still growing more than 40 percent. For a business this size, that kind of growth almost never happens. Usually you get one or the other, scale or…
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SoftBank just committed 10 gigawatts to US AI
SoftBank announced SB Neo, a new company to operate AI cloud computing at gigawatt scale in the United States. They’re planning 10 gigawatts of capacity, launching fiscal 2027. The US is scrambling to build compute. Blackstone committed $30 billion to AI data centers. Microsoft and OpenAI are stacking infrastructure. Nvidia and TSMC are selling chips…
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Microsoft’s Fastest AI Money Is Coming From China
Microsoft’s fastest AI growth is coming from China, which is a strange sentence until you think about how this market actually works. The biggest AI money is not always where the loudest political talk is. The story here is simple. Microsoft has found a strong lane selling OpenAI models and cloud services into Chinese firms,…
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Nebius closes Eigen AI deal, adds inference optimization
Nebius says it has completed its acquisition of Eigen AI. The company said the deal closed on June 10, after it was announced on May 1. What’s new in the mix is Eigen AI’s focus. Nebius describes Eigen AI’s technology as centered on inference and model optimization—basically the part of the AI pipeline that turns…