CoreWeave's aggressive capex and high leverage drive negative FCF and expose it to refinancing and dilution risk. See why I ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Microsoft Azure and NVIDIA unite to accelerate AI with Vera Rubin GPUs—faster scale, faster impact. Mike Johnson gives update ...

Microsoft Azure and NVIDIA unite to accelerate AI with Vera Rubin GPUs—faster scale, faster impact. Hundreds of tourists ...

Amazon Web Services (AWS) has updated the pricing structure for some of its Elastic Compute Cloud (Amazon EC2) Capacity ...

Nebius AI compute thesis: monetize scarcity via faster capacity build, contracted demand & utilization. Read here for an ...

Microsoft said Monday that its Azure datacenters are engineered to support NVIDIA's newly launched Rubin platform, as cloud ...

On October 6, 2025, AMD and OpenAI announced one of the largest compute partnerships in modern Artificial Intelligence (AI). Under this deal, OpenAI plans to use up to six gigawatts of AMD Instinct ...

Hyperscale Data, Inc. owns and manages a data center, and provides mission-critical products for the defense and aerospace, industrial, automotive, telecommunications, medical and biopharma, and ...

More from Mark Russinovich’s Ignite 2025 sessions, detailing software developments that underpin Microsoft’s move to ...

As the world’s leading platform providers and champions for advancing AI globally, NVIDIA and Microsoft continue to deliver ...