Key takeaways AI demand supports growth but must prove margin durability Cloud revenue momentum is intact, yet costs pressure ...

What’s even better? In this timeframe, cash from operations has grown almost as quickly—from -$39 million in 2019 to almost ...

Nebius Group N.V. priced a $1 billion offering of Class A shares at $92.50/share, with a 30-day option for an additional $150 ...

Azure remains the growth leader, with Microsoft set to sustain 15%+ revenue growth and expanding margins. Read why MSFT stock ...

Under the agreement, Microsoft is expected to pay Nebius (NBIS) at least $17.4 billion for data-center and other AI-related services through 2031. The deal enables Microsoft to limit its upfront ...

Microsoft has released the KB5065429 cumulative update for Windows 10 22H2 and Windows 10 21H2, with fourteen fixes or ...

Nebius secured a $17.4B, five-year GPU infrastructure contract with Microsoft for its Vineland, NJ data center, signaling a ...

Artificial intelligence (AI) is now changing everything. Demand for AI infrastructure is exploding, with tech giants and ...

Nebius said in a release on Monday that it will finance its own data-center capex "through a combination of cash flow coming from the deal and the issuance of debt secured against the contract in the ...

Microsoft has launched Visual Studio 2026 in preview, a major update focused on deep AI integration, performance, and a ...

Oracle’s contracted backlog rose to $455 billion in the latest quarter, up from $138 billion in the prior quarter.

Globalisation boosted trade for decades, but crises, tariffs, and climate change have made supply chains more fragile. Could AI help?