AICloud Microsoft passes on an option to more than double its Texas AI capacity deal with Nscale Microsoft will not take up a 700 megawatt second phase at Nscale's Texas site, reports say; the current contract stands and adds to data-centre doubts.
MarketsCloudAI Amazon posts its best margin ever while AI spending turns cash flow sharply negative Amazon grew third-quarter sales 12 percent to 201.9 billion dollars and AWS 39 percent, but 77 billion in quarterly capex left free cash flow negative.
MarketsCloudAI Microsoft's Azure grows 48 percent while the company stays cash positive Microsoft's first fiscal-2027 quarter brought revenue of 92.3 billion dollars, up 19 percent, with Azure up 48 percent and capex of 39.4 billion dollars.
MarketsCloudAI Alphabet's cloud revenue doubles but heavy spending pushes cash flow negative again Alphabet grew third-quarter revenue 25 percent to 127.6 billion dollars and Google Cloud 103 percent, but 51 billion in capex left cash flow negative.
Open SourceCloud Kubernetes starts a working group to define workload conformance The new Workload Conformance Working Group will write a testable specification of how applications should behave at runtime on Kubernetes clusters.
