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Showing 1-15 of 15Results matching "Microsoft AI"

Yesterday

1 story

Equinix Sets Late-2026 Fabric One Beta for AI and Multicloud Links

The planned service would put a managed orchestration layer over connections among enterprise systems, clouds and AI environments. The key test is whether it can turn broad customer requirements into dependable routing, security and recovery controls.

15 hours ago

2 min readRead story

Earlier this week

2 stories

Earnings Infrastructure

Dell Lifts AI Server Goal to $74B; Shares Rise 10% After Earnings and Outlook

The higher target puts a concrete annual delivery marker on Dell’s AI infrastructure business. Its reported quarter establishes the starting point; future server sales must now substantiate the forecast.

Yesterday

3 min readRead story

Platform shift Infrastructure

McKinsey Sees $7 Trillion Data-Center Buildout by 2030, Raising the Stakes for Power Gear

The forecast is an estimate, not committed spending. But rising orders, backlogs and liquid-cooling deployments show why electrical distribution and thermal management are becoming central to the AI infrastructure race.

Aug 31, 2026

2 min readRead story

Last week

3 stories

Government action Infrastructure

Huawei Proposes 2,008-Chip Egypt AI Build as U.S. Pursues a Rival Offer

Egypt has a defined Huawei proposal and a prospective U.S. response, but the American side has not announced a consortium or disclosed its hardware, financing or technology-use terms.

Aug 30, 2026

2 min readRead story

Government action Infrastructure

Vineland AI Site Linked to Microsoft Faces Stop-Work Orders and Generator Permit Questions

The dispute puts a basic AI-infrastructure constraint in view: contracted computing capacity still depends on permits, local acceptance and systems that can safely support a massive site.

Aug 29, 2026

2 min readRead story

Enterprise adoption Infrastructure

Meta Tests Data-Center Repair Robots, but Cable Bots Still Need Human Supervision

Meta already uses robots for bounded logistics work. The harder test is whether supervised machines can make delicate maintenance tasks fast and reliable enough to change how data centers are staffed.

Aug 28, 2026

3 min readRead story

August 2026

9 stories

Launch Infrastructure

China’s $226M Underwater Data Center Is Running. The Ocean Still Has to Prove It Can Scale

Commercial and planned projects are testing whether seawater and offshore power can ease land and freshwater constraints without shifting AI infrastructure’s environmental and operating burdens into the ocean.

Aug 23, 2026

3 min readRead story

Funding Infrastructure

AI Data-Center Debt Moves Off Balance Sheets as Spending Could Reach $5.3T

Special-purpose entities can keep much of a project’s construction debt outside a technology customer’s financial statements, while disclosures, physical assets and demand remain central to the case for the buildout.

Aug 23, 2026

2 min readRead story

Pricing change Infrastructure

Nvidia AI Server Prices May Rise More Than 15% as Memory Costs Climb

The reported increase would reach systems based on Vera Rubin and Grace Blackwell. The key variable is not only which Nvidia generation a buyer selects, but how much memory is paired with it.

Aug 22, 2026

3 min readRead story

Government action Infrastructure

Pennsylvania Makes AI Data Centers Bring Their Own Power—and Win Local Approval

Josh Shapiro’s order does not reject data-center investment outright. It makes the builder’s power plan and local support central tests as states confront the costs of AI infrastructure.

Aug 22, 2026

3 min readRead story

Research Infrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned.

Aug 22, 2026

3 min readRead story

Partnership Infrastructure

Microsoft and Qcells Want AI Data Centers to Bring Their Own Power

The proposed model would pair Microsoft’s expanding data-center footprint with newly built generation, flexible batteries and utility-facing capacity. The key test is whether exploration turns into projects that can genuinely match the load they add.

Aug 22, 2026

3 min readRead story

Enterprise adoption Infrastructure

Hudson River Trading Makes a Multibillion-Dollar Bet on CoreWeave Compute

The agreement gives a major quantitative trading firm earlier broad access to Nvidia’s Vera Rubin systems, while testing whether specialized AI cloud capacity can become a deeper financial-services business.

Aug 22, 2026

3 min readRead story

Partnership Infrastructure

Nvidia Reportedly Connects GPU Customers With Nordic Data Centers

The reported introductions put Nvidia closer to the bottleneck after a chip sale: finding powered sites where customers can install and run AI systems. The test is whether those conversations become commitments to buy or lease capacity.

Aug 22, 2026

3 min readRead story

Regulation Infrastructure

AI Data Center Builders Offer Concessions as Local Backlash Hardens

Oracle, Microsoft and OpenAI are pairing outreach with promises on power, water and local benefits. The unresolved test is whether concessions can overcome opposition that is already delaying projects and reshaping state policy.

Aug 20, 2026

4 min readRead story