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Nvidia’s $30B Quarter Fuels AI Dominance, But It’s the Trifecta with TSMC and Microsoft That Locks In the Lead·MSFT +2.1%Microsoft's Cloud PC Bet Pays Off: Windows 365 Evolves with GPU Support, Zero Trust, and Global Agility·NVDA +0.2%How AMD’s 64-Core EPYC Rome and Azure HB VMs Sparked a Cloud HPC Revolution·GOOGL +1.7%Microsoft Azure vs AWS for .NET Devs: 2025 Salary, Skills, and Job Market Reality·AMZN +1.1%Microsoft Retains Covington for Azure-Palestine Surveillance Investigation·MSFT +2.1%The £9 Billion Question: Can Open Source Save the UK Public Sector from Microsoft Lock-in?·NVDA +0.2%Ohio Regulator Forces AI Giants to Foot Grid Upgrade Bill, Upending Cloud Power Economics·GOOGL +1.7%Microsoft Execs Reveal Agentic Windows: An OS That Watches, Listens, and Acts For You·AMZN +1.1%Nvidia’s $30B Quarter Fuels AI Dominance, But It’s the Trifecta with TSMC and Microsoft That Locks In the Lead·MSFT +2.1%Microsoft's Cloud PC Bet Pays Off: Windows 365 Evolves with GPU Support, Zero Trust, and Global Agility·NVDA +0.2%How AMD’s 64-Core EPYC Rome and Azure HB VMs Sparked a Cloud HPC Revolution·GOOGL +1.7%Microsoft Azure vs AWS for .NET Devs: 2025 Salary, Skills, and Job Market Reality·AMZN +1.1%Microsoft Retains Covington for Azure-Palestine Surveillance Investigation·MSFT +2.1%The £9 Billion Question: Can Open Source Save the UK Public Sector from Microsoft Lock-in?·NVDA +0.2%Ohio Regulator Forces AI Giants to Foot Grid Upgrade Bill, Upending Cloud Power Economics·GOOGL +1.7%Microsoft Execs Reveal Agentic Windows: An OS That Watches, Listens, and Acts For You·AMZN +1.1%

Cloud Computing

The latest Cloud Computing coverage — news, analysis, and updates from the WindowsNews.AI desk.

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Ai Hardware · Ai Infrastructure

Nvidia’s $30B Quarter Fuels AI Dominance, But It’s the Trifecta with TSMC and Microsoft That Locks In the Lead

Nvidia just delivered a fiscal quarter for the history books: $30 billion in revenue, a 122% surge from a year ago, fueled by data center sales of $26.3 billion that soared 154%. The numbers,...

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Ai Ethics · Civil Society

Microsoft Retains Covington for Azure-Palestine Surveillance Investigation

Microsoft has retained the law firm Covington & Burling LLP to lead an urgent external investigation into claims that its Azure cloud platform was used to store and process massive amounts of...

AI AI & Copilot Desk·48w ago
Ai In Government · Ccs

The £9 Billion Question: Can Open Source Save the UK Public Sector from Microsoft Lock-in?

A single procurement deal now ties the UK public sector to Microsoft in a relationship the Crown Commercial Service (CCS) expects will cost roughly £9 billion over five years. That...

AI AI & Copilot Desk·48w ago
Allocation · Behindthemeter

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)...

AI AI & Copilot Desk·49w ago
Accessibility · Agentic Ai

Microsoft Execs Reveal Agentic Windows: An OS That Watches, Listens, and Acts For You

Microsoft’s top Windows executives are sketching a future where the operating system doesn’t just respond to clicks and keystrokes—it watches your screen, listens to your voice, learns your...

AI AI & Copilot Desk·49w ago
Ai Collaboration · Ai Implementation

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...

AI AI & Copilot Desk·49w ago
Aws · Blockchain Infrastructure

Analysts Call Chainlink 'This Cycle's Most Obvious Large-Cap Jackpot' as LINK Breaks $20, Eyes AWS-Scale Valuation

Chainlink just punched through a two-year weekly resistance level, and suddenly the oracle network is being compared to Amazon Web Services, Microsoft Azure, and Google Cloud—not as a metaphor, but...

AZ Cloud & Azure Desk·49w ago
Anaconda Runtime · Blur Detection

Python in Excel Now Treats Images as Native Data, Unleashing In-Cell Image Processing

Excel users can now drop an image into a cell and run Python code against it without ever leaving the spreadsheet, thanks to a new feature that treats images as first-class inputs in Microsoft’s...

SE Security Desk·49w ago
Accessibility · Agentic Os

Windows 12 Vision: Agentic OS That Sees, Hears, and Collaborates via Voice and Screen Awareness

Pavan Davuluri, Microsoft’s head of Windows, has openly described the next major platform evolution as an ambient, multimodal, and agentic operating system that redefines how we interact with PCs....

AI AI & Copilot Desk·49w ago