Live
Oracle's $455B AI Cloud Backlog Shocks Rivals — What Microsoft and Azure Must Do Next·MSFT +2.1%Windows 11 Canary Build 27943 Repairs Storage, HDR, but Rollback Errors and Arm64 Crashes Mar Deployment·NVDA +0.2%Nvidia's DGX Cloud Goes Internal: Lepton Marketplace Takes Over External AI Compute Strategy·GOOGL +1.7%Microsoft's $80 Billion AI Bet Divides the IT Industry Into Clear Winners and Losers·AMZN +1.1%OpenAI Breaks Azure Exclusivity: Inside the Multicloud ROFR Deal Reshaping AI Infrastructure·MSFT +2.1%Microsoft’s MAI-Voice-1 Powers Native Audio Generation in Copilot Labs — Here’s How to Try It·NVDA +0.2%Windows Laptops Surge Ahead: 2025's Best Picks Beat Apple on Battery and Fixability·GOOGL +1.7%Oracle's $455B AI Bet: Can Its Cloud Infrastructure Boom Survive Cash Burn and Overbuild Fears?·AMZN +1.1%Oracle's $455B AI Cloud Backlog Shocks Rivals — What Microsoft and Azure Must Do Next·MSFT +2.1%Windows 11 Canary Build 27943 Repairs Storage, HDR, but Rollback Errors and Arm64 Crashes Mar Deployment·NVDA +0.2%Nvidia's DGX Cloud Goes Internal: Lepton Marketplace Takes Over External AI Compute Strategy·GOOGL +1.7%Microsoft's $80 Billion AI Bet Divides the IT Industry Into Clear Winners and Losers·AMZN +1.1%OpenAI Breaks Azure Exclusivity: Inside the Multicloud ROFR Deal Reshaping AI Infrastructure·MSFT +2.1%Microsoft’s MAI-Voice-1 Powers Native Audio Generation in Copilot Labs — Here’s How to Try It·NVDA +0.2%Windows Laptops Surge Ahead: 2025's Best Picks Beat Apple on Battery and Fixability·GOOGL +1.7%Oracle's $455B AI Bet: Can Its Cloud Infrastructure Boom Survive Cash Burn and Overbuild Fears?·AMZN +1.1%

Gpu

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

12 stories in view AI assisted desk updated 9:59 AM
Latest Most Read Breaking
Sort
Ai Workloads · Amd

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...

Advertisement
Antitrust · Api Exclusivity

OpenAI Breaks Azure Exclusivity: Inside the Multicloud ROFR Deal Reshaping AI Infrastructure

The exclusive compute contract that made Microsoft Azure the sole cloud home for OpenAI’s cutting-edge models has given way to a more flexible arrangement. Under a new non-binding memorandum of...

AI AI & Copilot Desk·44w ago
Accessibility · Copilot

Microsoft’s MAI-Voice-1 Powers Native Audio Generation in Copilot Labs — Here’s How to Try It

Microsoft has flipped the switch on native audio generation inside Copilot Labs, putting expressive, human-like voice synthesis into the hands of Windows users via its new MAI-Voice-1 model. The...

AI AI & Copilot Desk·44w ago
2-in-1 Convertible · Acer Swift

Windows Laptops Surge Ahead: 2025's Best Picks Beat Apple on Battery and Fixability

Dell, Lenovo, and Microsoft aren't just catching up to Apple anymore—they've taken the lead in battery endurance, modular repairability, and raw GPU power, according to a new wave of testing and...

WN WindowsNews Desk·44w ago
Ai Infrastructure · Ai Workloads

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...

AI AI & Copilot Desk·44w ago
Ai Infrastructure · Capex

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...

AI AI & Copilot Desk·44w ago
Ai · Ai Implementation

Oracle's $144B OCI Revenue Target Rests on $455B AI Backlog and a Mountain of Debt

Oracle’s remaining performance obligations (RPO) skyrocketed to $455 billion last quarter, a 3.6x year-over-year leap that underpins a staggering five-year forecast for its cloud infrastructure...

AI AI & Copilot Desk·44w ago
Dkms · Enterprise

Ubuntu 25.10 ‘Questing Quokka’ Swaps GNU for Rust Coreutils, Walks Back Wayland-Only GNOME 49

Canonical has frozen the user interface for Ubuntu 25.10, codenamed “Questing Quokka,” locking in a release that will ship with a Rust-based sudo, a freshly compiled Rust coreutils set that...

SE Security Desk·44w ago
300 Mw · Ai Implementation

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...

AI AI & Copilot Desk·45w ago