Tag: AI data centers

Be careful about extrapolating anything from today’s pricing.
Posted in Business

How the AI Boom Ends

 October 12, 2026  Leave a Comment on How the AI Boom Ends

I can tell you how the artificial-intelligence data-center boom will probably end, but I can’t tell you when. Implementing large language models has been a…

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Microsoft's $41 billion AI investment boosts Azure growth, beats earnings estimates and lifts investor confidence as cloud demand continues to rise. (Photographer: David Paul Morris/Bloomberg) (Bloomberg)
Posted in Business

Microsoft’s $41B AI spending drives Azure growth and beats expectations

 July 30, 2026  Leave a Comment on Microsoft’s $41B AI spending drives Azure growth and beats expectations

Microsoft reported strong quarterly earnings as its heavy spending on artificial intelligence (AI) infrastructure started showing results, with faster growth in its Azure cloud business….

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