Cloud

3 articles tagged with this topic

Microsoft tops estimates as Azure AI revenue jumps 41 percent, signaling capex truce holds

Redmond beat on the top and bottom line and raised full-year data center spending to $96 billion, easing investor fears that the moratorium fight and state pushback would slow AI buildouts.

5 min read

Neoclouds Ride Moratorium Surge as CoreWeave, Crusoe, Lambda Field Spillover Bookings Ahead of Nvidia GTC

A second tier of GPU-rental specialists is absorbing training workloads turned away by the largest cloud providers as the AI moratorium fight enters its final House week, redrawing the compute map in the days before Nvidia's developer conference.

5 min read

Cloud Providers Quietly Throttle New Training Bookings as Moratorium Vote Nears

Major hyperscalers have begun limiting new long-horizon training contracts and steering customers to smaller compute reservations ahead of next week's Senate vote on the AI moratorium, according to enterprise buyers and three industry sources.

4 min read