Microsoft / Azure

Microsoft Azure AI Infrastructure, September 2026: Azure Earnings Debut, $115.95B Capex, and the Nebius Deal

Microsoft disclosed Azure earnings as a standalone unit for the first time this month as FY2026 capital expend

Microsoft Azure Nuclear and Power Deals, September 2026: Three Mile Island Restart and Chevron PPA Alongside $115.95B in Annual Capex

Microsoft's FY2026 capital expenditure hit $115.95 billion — up 79.6% year-on-year and 35% of revenue — as the

Microsoft's Silicon Fork: Maia 300, Custom Chips, and the Economics of a $678 Billion Buildout

As OpenAI deploys its own Jalapeno training chips and Microsoft readies the Maia 300, the hyperscaler is simul

Microsoft's $678 Billion Capex Commitment: Azure Crosses $100B as the Next Silicon Cycle Begins

With Azure's annual revenue crossing $100 billion and a $678 billion contract backlog signaling long-term visi

Microsoft Receives First Vera Rubin Systems as Nvidia's 15% Price Hike Tests Hyperscaler Economics

Nvidia's delivery of next-generation Vera Rubin accelerators to Microsoft, paired with a reported 15% AI serve

Microsoft Enters the Vera Rubin Era: Scale, Supply Chain, and the Unresolved Revenue Equation

Microsoft's receipt of Nvidia's Vera Rubin accelerators marks the opening of a new compute deployment cycle, b

IREN's Horizon 1 Delivery and Nvidia Certification Illuminate Microsoft's Third-Party AI Infrastructure Strategy

IREN's delivery of Microsoft's Horizon 1 data center and Nvidia's Exemplar Cloud certification for GB300 deplo

Azure Crosses $100 Billion as Microsoft Emerges as SpaceX's Largest AI Power Offtaker

Microsoft's fiscal 2026 results and a reported SpaceX power arrangement show how the AI infrastructure race ha

Microsoft's $725 Billion Bet: Energy Contracts, New Campuses, and a Thinning Margin for Error

As Big Tech's combined AI capex surpasses $725 billion and aggregate free cash flow nears zero, Microsoft is l

Microsoft's Chevron Deal Lays Bare the True Constraint Behind the AI Buildout

A 20-year, 2.67 GW natural gas power purchase agreement with Chevron confirms that electricity — not silicon —