Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...

Speaking during his keynote address at Microsoft Build 2026, Nadella outlined what he called "a new approach" to data centers, highlighting the company's Fairwater facility as the model for a more ...

Corinne Reichert (she/her) grew up in Sydney, Australia and moved to California in 2019. She holds degrees in law and communications, and currently writes news, analysis and features for CNET across ...

At Microsoft Build 2026, CEO Satya Nadella addressed environmental concerns surrounding the rapid expansion of the company’s 500 Azure data centers. He unveiled a new vertical, two-story architectural ...

The stock’s next readout will depend on whether Azure and Copilot growth can support returns on Microsoft’s expanding AI infrastructure base.

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