cloud computing Archives

Microsoft outlines a post OpenAI AI strategy, but the partnership still matters

November 6, 2025 Gavin Bonshor 0

The Wall Street Journal reports that Microsoft has started to spell out a long term AI strategy that does not depend on OpenAI at the […]

Illustration showing a grid of servers with the text No government backstop. AI capex stays private on the left, and a simplified government building icon on the right, separated by a faint boundary.

OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode

November 6, 2025 Gavin Bonshor 0

OpenAI’s chief financial officer Sarah Friar has tried to shut down one of the most politically sensitive ideas around frontier AI – that the company […]

A financial summary graphic for Arm’s Q2 FYE26 results displays $1.14B total revenue, $620M royalty revenue, $515M licensing and other revenue, $467M non-GAAP operating income, and $163M GAAP operating income, with related icons.

Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab

November 5, 2025 Gavin Bonshor 0

Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]

Rows of server racks connected by blue cables sit in the foreground of a lush green landscape, hinting at hyperscale data centres powering AI power grids, with power lines and towers stretching into the distance under a bright blue sky.

AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?

November 5, 2025 Gavin Bonshor 0

AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]