Data Centers
The latest Data Centers coverage — news, analysis, and updates from the WindowsNews.AI desk.
Red Sea Cable Damage Triggers Azure Latency Surge, Microsoft Reroutes Traffic
Microsoft has confirmed that multiple undersea fiber-optic cables in the Red Sea were severed, triggering a surge in latency for Azure customers as traffic is forced onto longer alternative paths....
Microsoft: Azure Latency Surge as Red Sea Cables Cut, Traffic Rerouted
On September 6, 2025, Microsoft issued a service health advisory warning Azure customers that multiple undersea fiber-optic cable cuts in the Red Sea are causing increased latency and intermittent...
Microsoft's $13B AI Run-Rate Masks Windows 11's Rocky Transition to an AI Platform
Microsoft’s Azure cloud business accelerated to 39% growth in its fiscal fourth quarter of 2025, pushing the company’s annualized AI revenue run-rate past $13 billion—a 175% year-over-year...
Microsoft Unveils Free Copilot for Students at White House AI Education Summit
Starting this fall, U.S. college students can claim a 12-month free subscription to Microsoft 365 Personal—including the Copilot AI assistant—following a high-profile White House dinner where...
Microsoft's New Optical Computer Uses Light for 100x More Efficient AI and Optimization
Microsoft Research's Cambridge lab has pulled back the curtain on the second generation of its Analog Optical Computer (AOC), a hybrid photonic-analog prototype that shatters conventional speed and...
Dell Raises AI Server Outlook to $20 Billion as Windows 10 Upgrade Cycle Extends Well into 2026
Dell Technologies has raised its full-year AI server shipment forecast to a staggering $20 billion, after a record quarter that saw infrastructure sales soar 44%. But while the data-center business...
Microsoft and Marvell Upgraded as AI Cloud Spending Surges, NIO Downgraded on EV Margin Fears
A fresh analyst roundup on September 4, 2025 elevated Microsoft and Marvell Technology to a more bullish footing, while slapping NIO with a downgrade—a direct reflection of the market’s...
Microsoft's Hollow-Core Fiber Smashes Attenuation Record at 0.091 dB/km, Promises 47% Faster Data Transmission
Researchers at Microsoft Azure's Fibre R&D lab, collaborating with the University of Southampton and spin-out Lumenisity, have demonstrated a hollow-core optical fiber with a record-low...
Microsoft Unleashes Free Copilot for Students at White House Tech Summit as Musk Boycotts
Microsoft dropped a bombshell at the White House’s tech summit on September 4, 2025: free access to Microsoft 365 Personal – including the AI-powered Copilot – for all U.S. college students for...
Microsoft Gives Copilot and M365 Free to Students in White House AI Literacy Drive
On September 4, 2025, the White House played host to a parade of Silicon Valley’s most powerful executives, all publicly endorsing the First Lady’s ambitious AI education initiative. The...
OpenAI’s Infrastructure Pivot: How Multi-Cloud Deals and Chip Demands Are Reshaping AI Economics
{ "title": "OpenAI’s Infrastructure Pivot: How Multi-Cloud Deals and Chip Demands Are Reshaping AI Economics", "content": "OpenAI’s strategic recalibration—from boardroom restructures to...
Alibaba Cloud’s AI Surge: 26% Revenue Jump, $52B Capex, and the Battle for Asia’s Cloud Future Against Azure and AWS
Alibaba’s Cloud Intelligence group just posted a 26% revenue surge to RMB 33.4 billion ($4.66 billion) in the first quarter of fiscal 2026, propelled by AI product revenues that have now grown at...