Supply Chain
The latest Supply Chain coverage — news, analysis, and updates from the WindowsNews.AI desk.
Oracle's $455B AI Cloud Backlog Shocks Rivals — What Microsoft and Azure Must Do Next
Oracle's latest financial quarter didn't just beat expectations — it detonated the cloud computing status quo. On September 6, 2025, the enterprise software giant reported that its remaining...
OpenAI Ditches Azure-Only Mandate as Stargate Brings $100 Billion Multi-Cloud AI Race
OpenAI will no longer be forced to run all its AI workloads on Microsoft Azure, as the two companies signed a non-binding agreement that replaces blanket exclusivity with a right of first refusal and...
Microsoft Adds Anthropic’s Claude to Office 365 as US Rescinds AI Chip Export Rule
The U.S. government’s surprise decision on May 13, 2025, to scrap a major AI chip export-control framework has collided with a new congressional push to force domestic prioritization of...
Oracle's $455B AI Bet: Can Its Cloud Infrastructure Boom Survive Cash Burn and Overbuild Fears?
Oracle’s ambition to become a dominant force in AI cloud infrastructure is no longer a quiet pivot—it’s a capital-intensive sprint, with freshly disclosed numbers that have reshaped market...
Microsoft's $17.4B Nebius GPU Deal Reveals High-Stakes Margin Gamble to Dominate Azure AI
Microsoft has inked a five-year, $17.4 billion agreement with Nebius Group for dedicated GPU infrastructure capacity, a move that underscores the tech giant's willingness to sacrifice near-term cloud...
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...
Microsoft Ships Fixed Newtonsoft.Json in SQL Server CU to Address High-Severity DoS Flaw CVE-2024-21907
Microsoft has confirmed that a high-severity vulnerability in Newtonsoft.Json, the ubiquitous JSON library for .NET, is being addressed through cumulative updates for SQL Server and other products....
Phison Confirms: Pre-Release Firmware, Not Windows 11, Caused SSD Failures
A missing SSD, a corrupted partition, a sudden system freeze—hundreds of Windows 11 users reported these nightmares after installing the August cumulative update KB5063878. The panic spread fast,...
Dynamics 365 Copilot Implementation Playbook: How to Turn AI Promises into Measurable ERP Gains
Microsoft's Copilot is no longer a peripheral experiment—it is being woven directly into the core of Dynamics 365, transforming static ERP systems into conversational, predictive assistants capable...
Phison Links KB5063878 SSD Failures to Pre-Release Firmware, Yet Retail Drives Remain a Mystery
Phison has confirmed that a wave of NVMe SSD failures reported after Windows 11’s August cumulative update KB5063878 stemmed from pre-release engineering firmware on tested units, not a broad...
Engineer Firmware Leakage May Explain Windows 11 KB5063878’s SSD Disappearance Bug
Windows 11’s August 2025 cumulative update KB5063878 has ignited an industry-wide investigation after a reproducible pattern of NVMe SSD failures emerged—drives vanishing mid-write, corrupting...
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...