Hyperscalers
The latest Hyperscalers coverage — news, analysis, and updates from the WindowsNews.AI desk.
ADC’s Executive Trio Targets Sovereign AI Data Centre Dominance Across Australia
Australian Data Centres (ADC) has appointed three senior executives to its national leadership team, immediately signalling a strategic pivot from a Canberra-centric operator into a nationwide...
Microsoft's MAI-Voice-1 Generates 60 Seconds of Audio in Under One Second on a Single GPU
Microsoft’s new MAI‑Voice‑1 model can generate one minute of high‑fidelity audio in less than a second on a single GPU. The breakthrough, unveiled alongside the MAI‑1‑preview foundation...
Microsoft’s $75B Azure Run Rate Upends Software Peer Comparisons—and Valuation Multiples Still Miss the Mark
Microsoft’s fiscal 2025 disclosure that Azure and related cloud services have surged past $75 billion in annual revenue does more than mark a corporate milestone—it fundamentally rewrites the...
Alibaba Slashes AI API Prices 97% Amid $53 Billion Cloud Bet: Can Open-Source Momentum Pay Off?
Alibaba has cut API prices by as much as 97% in China—a dramatic move that highlights the brutal pricing war now raging in the AI services market. The deep discount comes just as the Chinese giant...
Microsoft's $75B Azure Milestone Exposes Pitfalls of Automated Financial Analysis
Microsoft’s cloud business crossed a symbolic threshold in fiscal 2025: Azure and other cloud services generated roughly $75 billion in annual revenue, the company confirmed in its year-end...
Microsoft's AI Cash Engine Powers $281B Revenue as Valuation Multiples Send Mixed Signals to Investors
Microsoft closed its fiscal year 2025 with a towering $281.7 billion in revenue, $128.5 billion in operating income, and $101.8 billion in net income, cementing a financial fortress that few software...
New 'Woke AI' Ban Shakes Up Pentagon Cloud Race for AWS, Microsoft, Google
The U.S. Department of Defense has embarked on an aggressive pivot to artificial intelligence, embedding it as a strategic backbone for missions ranging from logistics to battlefield decision-making....
Big Tech’s $250 Billion AI Infrastructure Gamble: How Microsoft, Google, and Meta Are Building Unbreachable Moats
In 2025, the world’s largest technology companies are not just experimenting with artificial intelligence—they are wiring it into the very foundations of global computing. Microsoft, Alphabet,...
Microsoft Smashes Records with $75B Azure Revenue, but AI Premium Multiples Raise Eyebrows
Microsoft closed its fiscal 2025 with a bang: Azure revenue shattered the $75 billion mark, contributing to a total revenue of $281.7 billion and net income of $101.8 billion. The numbers, disclosed...
SAP Deploys Generative AI Copilot in AWS and Microsoft Brazil Regions to Power Smarter ERP
SAP is planting its AI flag deep in Brazilian soil. The enterprise software giant has decided to host a key AI-powered business application inside Amazon Web Services and Microsoft datacenters in...
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...
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...