Home › Headlines › ReportHeadlines · ReportAzure Crosses $100 Billion for the First Time as Microsoft Q4 Beats Revenue and Earnings EstimatesTrade pressSlicast · August 4, 2026 at 21:01 UTC · Global · Source: Eastern Heraldimportance 91Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →Related reportsHeadlinesSpaceX AI infrastructure revenue surged 247% in Q2 2026, with GPU and AI data center services becoming a major revenue driver as the company scales its AI infrastructure offerings.2026-08-05HeadlinesSpaceX guides to $100B+ annual recurring revenue by end-2026; Q2 AI infrastructure revenue surges 247% YoY, now the primary growth engine2026-08-05HeadlinesDeepSeek and RedNote plan GW-scale AI data center campuses in China (1GW Ulanqab, 600MW Inner Mongolia) as sovereign capacity build.2026-08-04HeadlinesSpaceX and Nvidia partner to build 'Starmind,' a fleet of orbital AI data center satellites powered by Nvidia's Rubin GPUs. Musk announces SpaceX commits exclusively to Nvidia for all future AI systems (terrestrial and orbital).2026-08-05HeadlinesSpaceX and Nvidia jointly building orbital AI datacenters using Nvidia Rubin GPUs (Starmind satellites).2026-08-05