DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Microsoft
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Microsoft to invest $10bn into Gulf states by 2030
Earmarked for investments across the United Arab Emirates, Saudi Arabia, Qatar, and Kuwait
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Microsoft hires new director of global energy and sustainability policy
Ray Fakhoury III joins from AWS
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Microsoft files to develop two-building campus outside Atlanta, Georgia
Expanding plans in Union City
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Microsoft files to build data center campus in Prince William County, Virginia
Company looks to develop two buildings outside Gainesville
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Microsoft targets 38GW of data center capacity in 2032 - report
Currently operates ~12GW
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Microsoft reveals Azure earnings for the first time, adjusts financial reporting practices
Previously Azure was included under "intelligent cloud" segment
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ChronoScale and Microsoft partner on 50MW deployment in North America
Will be based on Nvidia GB300 NVL72 systems
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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Microsoft links Azure with AWS for hyperscale harmony
Amazon cloud gets multicloud networking boost
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Pre-construction works start on Microsoft data center in Vaasa, Finland
Company is waiting on permits to commence building
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Microsoft expands partnership with solar cell manufacturer Qcells
Will support the development of virtual power plants
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Iren delivers first phase of AI capacity to Microsoft in Texas
More on the Horizon
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Microsoft launches 'India South Central' Hyderabad cloud region
First announced in 2022, is cloud company's fourth region in India
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Microsoft signs 23,602-ton carbon removal deal with wastewater alkalinity enhancement firm Crew
Third carbon removal deal for Microsoft since it announced it was adjusting the pace of purchases
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Former Microsoft researcher launches data center robotics startup
Exclaim Robotics secures $4.95m in pre-seed funding to build first bots
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Microsoft details plans for data center in Langley, UK
Langley Business Centre site could be redeveloped into a data center
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Microsoft brought 88 data centers online in FY2026
Company releases Q4 and full-year financial results
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Microsoft buys more land in Middenmeer, Netherlands, for potential data center development
Another 37.5-hectare plot added to portfolio
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Trump expands Ratepayer Protection Pledge with 200-plus new signatories
Including utility heavyweights Southern Company, PPL Corp, NextEra Energy, Duke Energy, and American Electric Power
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Nvidia debuts Spectrum-6 switches to power next-gen AI networking
Microsoft and SpaceXAI join neoclouds among early users
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Microsoft to spend billions on GPUs for European AI lab Mistral
Will expand AI infrastructure capacity in Europe
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Microsoft to deploy AMD Helios rackscale solution to support inference workloads and Azure services
AMD will start shipping Helios in H2 2026
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Extinction Rebellion pelt Microsoft data center site with acid-filled balloons
Targets under-construction data center near Sloterdijk Station in Amsterdam
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Microsoft taps 3M’s expanded beam tech to streamline AI infrastructure connectivity
Partnership to reduce data center deployment times… and dust
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UK Treasury designates big four US hyperscalers as "Critical Third Parties"
Will bring Google, Amazon Web Services, Microsoft, and Oracle under direct regulatory oversight
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Microsoft reports 25 percent increase in CO2 emissions, on back on data center growth
Claims increase is attributable to the decision to stop counting unbundled renewable energy credits
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Microsoft plans to cut 4,800 jobs
Primarily impacts Xbox, but cloud workers also hit
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National Grid Ventures invests $1.75bn in Joulent for construction of gas plant powering 2GW Microsoft data center in Texas
Joulent is a portfolio company of Engine No. 1