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Microsoft's $17.4B Nebius Bet to Relieve Azure's East US GPU Crunch·MSFT +2.1%Microsoft: Azure Latency Surge as Red Sea Cables Cut, Traffic Rerouted·NVDA +0.2%Microsoft Unleashes Free Copilot for Students at White House Tech Summit as Musk Boycotts·GOOGL +1.7%Microsoft Pours ZAR 5.4bn into South Africa’s Cloud and AI – Can Governance Keep Pace?·AMZN +1.1%AWS Pours $7.5 Billion Into New Zealand Cloud Region as Q2 Revenue Hits $30.9B·MSFT +2.1%Inside Microsoft's Quantum Cloud Gambit: Logical Qubits, Majorana Chips, and an €80M Bet on Denmark·NVDA +0.2%Microsoft's $13B AI Run-Rate Fuels Azure Growth, But Capex Pressure Divides Analysts·GOOGL +1.7%Microsoft Bakes Hardware Security and Quantum-Resistant Crypto Directly into Azure Servers·AMZN +1.1%Microsoft's $17.4B Nebius Bet to Relieve Azure's East US GPU Crunch·MSFT +2.1%Microsoft: Azure Latency Surge as Red Sea Cables Cut, Traffic Rerouted·NVDA +0.2%Microsoft Unleashes Free Copilot for Students at White House Tech Summit as Musk Boycotts·GOOGL +1.7%Microsoft Pours ZAR 5.4bn into South Africa’s Cloud and AI – Can Governance Keep Pace?·AMZN +1.1%AWS Pours $7.5 Billion Into New Zealand Cloud Region as Q2 Revenue Hits $30.9B·MSFT +2.1%Inside Microsoft's Quantum Cloud Gambit: Logical Qubits, Majorana Chips, and an €80M Bet on Denmark·NVDA +0.2%Microsoft's $13B AI Run-Rate Fuels Azure Growth, But Capex Pressure Divides Analysts·GOOGL +1.7%Microsoft Bakes Hardware Security and Quantum-Resistant Crypto Directly into Azure Servers·AMZN +1.1%

Cloud Infrastructure

The latest Cloud Infrastructure coverage — news, analysis, and updates from the WindowsNews.AI desk.

12 stories in view AI assisted desk updated 2:52 AM
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300 Mw · Ai Implementation

Microsoft's $17.4B Nebius Bet to Relieve Azure's East US GPU Crunch

Microsoft has quietly struck a deal worth up to $19.4 billion with Dutch AI infrastructure specialist Nebius Group to secure large-scale GPU capacity in the United States, aiming to relieve the...

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Ai Adoption · Ai Workloads

AWS Pours $7.5 Billion Into New Zealand Cloud Region as Q2 Revenue Hits $30.9B

Amazon Web Services reported $30.8 billion in revenue for the second quarter of 2025, an 18% year-over-year increase, while simultaneously announcing a NZ$7.5 billion commitment to build its first...

AI AI & Copilot Desk·45w ago
Atom Processor · Azure Quantum

Inside Microsoft's Quantum Cloud Gambit: Logical Qubits, Majorana Chips, and an €80M Bet on Denmark

Satya Nadella didn't mince words on Microsoft's July 30, 2025 earnings call: “The next big accelerator in the cloud will be Quantum.” The statement, paired with the world's first operational...

AZ Cloud & Azure Desk·45w ago
Ai · Ai Revenue

Microsoft's $13B AI Run-Rate Fuels Azure Growth, But Capex Pressure Divides Analysts

Microsoft's accelerating AI and cloud machine has hit a new gear: Azure revenue is surging past $75 billion annually, AI services have reached a $13 billion run-rate, and enterprise adoption of...

AI AI & Copilot Desk·46w ago
Adams-bridge · Attestation

Microsoft Bakes Hardware Security and Quantum-Resistant Crypto Directly into Azure Servers

Microsoft’s cloud security architects have fundamentally reimagined how to protect data and workloads in Azure, moving from software firewalls and centralized appliances to hardware-anchored...

SE Security Desk·46w ago
Canary-deployments · Change Management

Another Microsoft 365 Crash: How a Single Config Change Broke Office.com and Copilot

Microsoft's Office.com and Copilot services crashed for North American users on August 20, 2025, after a configuration change went sideways — a rollback reversed the damage after more than four...

AI AI & Copilot Desk·47w ago
Base Salary · Cash Bonuses

Leaked Microsoft Salaries Expose Stock Awards Driving Six-Figure Pay Gaps Across Teams

A massive internal compensation leak has ripped away the curtain on Microsoft’s pay structure, revealing that equity grants—not base salaries—are the engine of staggering pay disparities among...

AZ Cloud & Azure Desk·47w ago
Cloud Infrastructure · Cloud Security

Microsoft Arms Azure Cloud HSM with Marvell LiquidSecurity PCIe Cards, Targeting Regulated Workloads

Microsoft is significantly expanding its Azure Cloud HSM service with Marvell’s LiquidSecurity PCIe hardware security modules, a strategic move that embeds cloud‑native, high‑density...

SE Security Desk·48w ago
Aes-gcm · Azure Cloud Hsm

Microsoft Taps Marvell's LiquidSecurity FIPS 140-3 Level 3 PCIe HSMs to Power Azure Cloud HSM

Microsoft has selected Marvell's LiquidSecurity family of hardware security modules to anchor its Azure Cloud HSM service, extending a years-long collaboration that already underpins Azure Key Vault...

SE Security Desk·48w ago