3+ day, 20+ hour ago   (441+ words) The standout figure was cloud infrastructure revenue, which more than doubled year over year to $7.4 billion, topping the $7.09 billion analysts had expected. Total cloud revenue climbed 62% to $11.61 billion, while overall company revenue grew almost 30% to $19.35 billion for the quarter ended…...

3+ day, 18+ hour ago   (307+ words) The figures come from people familiar with Microsoft’s internal planning who spoke to Bloomberg, and they cover only company-owned and leased facilities, not capacity rented from third-party “neocloud” providers such as CoreWeave Inc. Those sources also cautioned that the timeline…...

5+ day, 3+ hour ago   (482+ words) What comes next depends heavily on whether data center spending on AI infrastructure keeps accelerating through the rest of the decade. Each company has told investors that current supply, not demand, is the binding constraint on growth, which is a…...