Data Centers
The latest Data Centers coverage — news, analysis, and updates from the WindowsNews.AI desk.
Ohio Slaps AI Data Centers with 85% Take-or-Pay Grid Charge in U.S. First
Ohio regulators dropped a bombshell on the hyperscale computing world in July 2025, authorizing a first-of-its-kind tariff that forces large data center operators to underwrite at least 85 percent of...
Ohio Regulator Forces AI Giants to Foot Grid Upgrade Bill, Upending Cloud Power Economics
Ohio’s utility regulator just threw down a gauntlet that could reshape the economics of AI cloud infrastructure across the country. On July 9, 2025, the Public Utilities Commission of Ohio (PUCO)...
Ingram Micro Q2 Sales Hit $12.8B as Windows 10 End-of-Life Fuels 14% North American Growth
Ingram Micro posted fiscal second-quarter 2025 net sales of $12.8 billion—a 10.9% increase over the prior year—as the looming end of support for Windows 10 accelerated commercial device refreshes...
Microsoft’s Azure Backlog Tops $368 Billion as AI Compute Drives 39% Growth
Microsoft’s Azure cloud platform surpassed a $75 billion annualized revenue run rate for the first time, while the company’s remaining performance obligation—contracted future...
Hyperscalers to Plow $445B into Data Centers in 2025 as AI Compute Demands Reshape Infrastructure Spending
Global cloud capex is hurtling toward $445 billion in 2025—a staggering 50% year-over-year increase—as Amazon, Microsoft, Alphabet, and Meta bankroll a new generation of AI infrastructure that...
Aramco AI Blitz Exposes Carbon Accounting Gap as Ex-Microsoft Staff Demand Transparency
As Saudi Aramco throws a supercomputer fueled by Nvidia GPUs at the problem of finding oil faster and cheaper, a cadre of former Microsoft staff are demanding that the company—and all cloud...
Market’s AI Obsession Faces a Reckoning as NVIDIA’s Customer Risk and Tesla’s Slump Expose Fault Lines
NVIDIA’s latest quarterly results delivered staggering data center revenue growth, but the fine print revealed a fragile foundation: just a handful of cloud giants accounted for an outsized share...
AI Spending Surge Pushes IaaS to $171.8B, Hyperscalers Command 71% Market Share
The global infrastructure-as-a-service market vaulted to $171.8 billion in 2024, a 22.5% leap that starkly outpaced the prior year’s 16.2% growth, as the three largest providers—Amazon Web...
Microsoft’s $75 Billion Azure Milestone Fuels AI Growth, But Regulatory Clouds Loom
Microsoft’s Azure cloud division has crossed the $75 billion annual revenue mark for the first time, a milestone that underscores the company’s rapid transformation from legacy software vendor to...
Revealed: How Israel’s Unit 8200 Leveraged Microsoft Azure for Palestinian Mass Surveillance
In late 2021, Microsoft CEO Satya Nadella met with the commander of Israel’s elite signals intelligence unit, Unit 8200, at the company’s headquarters near Seattle. On the spy chief’s agenda:...
Microsoft's $80 Billion AI Bet and the 9,000 Jobs It Just Cut: The Full Picture
Microsoft is simultaneously pouring $80 billion into AI data centers and laying off 9,000 workers — a jarring paradox that cuts to the heart of how the tech giant envisions growth in the artificial...
DeepMind CEO: AGI Could Arrive in 5 Years – But Microsoft Says Prove It with Productivity
Google DeepMind CEO Demis Hassabis believes artificial general intelligence—systems with all the cognitive capabilities of humans—could emerge within five to ten years, potentially on the shorter...