An internal forecast by Microsoft (NASDAQ:MSFT) demonstrates data center demand outpacing available capacity until at least 2026, according to Bloomberg. Due to the rise of artificial intelligence ...
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Microsoft outlines FY26 capital expenditure acceleration as AI demand drives 80% AI capacity boost
Satya Nadella, Chairman & CEO, reported "a very strong start to our fiscal year" with Microsoft Cloud revenue surpassing $49 billion, up 26% year-over-year, and commercial RPO increasing over 50% to ...
RAILWAY AGE, SEPTEMBER 2023 ISSUE: Welcome to “Timeout for Tech with Gary T. Fry, Ph.D., P.E.” Each month, we examine a technology topic about which professionals in the railway industry have asked to ...
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to ...
Capacity to build EV batteries far outstrips demand globally, a new report says. It's worst in China, but the overcapacity issue exists in every major market and poses financial risks for battery ...
Hood guided for Q2 revenue of $79.5 billion to $80.6 billion, COGS of $26.35 billion to $26.55 billion, and operating expense of $17.3 billion to $17.4 billion. She stated, "Operating margins should ...
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