Microsoft is investing $15.2 billion in the world's AI hotspot — Why that's great news for NVIDIA and its specialized GPUs

Microsoft says it plans to spend another $7.9 billion in the UAE's AI buildout from 2026 until 2029, and NVIDIA's specialized ...

Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity

The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over ...

Microsoft's Satya Nadella says power, not chips, is now the biggest barrier to AI growth

Nadella, who shared these insights on the Bg2 Pod YouTube channel, revealed that Microsoft has encountered situations in which hardware inventory exceeds what its data centers ...