Microsoft reveals Azure earnings for the first time, adjusts financial reporting practices
Previously Azure was included under "intelligent cloud" segment
News - Investment / M&A / Financing, Microsoft
The latest news from the AI, data center, telco, chip, and cloud sector
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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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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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
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SpaceX shares keep rising, company worth more than Microsoft and Amazon
Becomes the world’s fourth-largest publicly traded company
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Microsoft-backed fusion firm Helion raises $465m in Series G funding round
Company valued at $15.5bn
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OpenAI and Broadcom in discussions over financing of $18bn custom chip project – report
Broadcom’s investment in initial project phase reportedly tied to Microsoft purchase commitments
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Fleet Data Centers closes $4.6bn in senior secured notes for 230MW Storey County campus
Facility leased to an unnamed $3 trillion market cap company
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Microsoft brings 1GW of capacity online in latest quarter, again
On track to double footprint in two years
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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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Microsoft loses IP exclusivity rights and sees revenue payments capped in updated OpenAI deal
Revenue share payments will also no longer be contingent on OpenAI achieving AGI
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Microsoft to invest $10bn in AI and cloud infrastructure in Japan through 2029
Will also cover investment in cybersecurity and workforce development
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Microsoft commits to $5.5bn AI and cloud investment in Singapore by 2029
Cloud giant has had a region in Singapore since 2010
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Nscale acquires 8GW Monarch Compute Campus, Microsoft signs on for 1.35GW of compute
Will comprise Vera Rubin NVL72 GPUs
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Anthropic raises $30bn from GIC, Coatue, D. E. Shaw Ventures, MGX, and others
Includes some of the previously promised investment from Microsoft and Nvidia
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Google-backed enhanced rock weathering firm Terradot acquires competitor Eion
Will include Eion's commitment to deliver 8,000 tons of carbon removal credits to Microsoft
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Microsoft brings 1GW of data center capacity online in Q2 2026
Capex reaches new high of $37.5bn
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BlackRock raises $12.5bn for AI partnership with Microsoft and MGX
Ultimately aims to raise $30bn in equity
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Moody’s predicts $3 trillion global data center investment over five years
The staggering sum is required to keep pace with AI-driven capacity growth
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Microsoft-backed quantum startup Photonic Inc. raises $131m
Round saw investment from the Royal Bank of Canada, Telus, and Microsoft
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Microsoft plans $17.5bn AI infrastructure investment in India
Also commits some $5.4bn to Canada over the next two years
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Bio-inspired in-chip cooling company Corintis raises $25m in round led by Applied Digital
AI-designed cooling routes look like butterfly wings
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Microsoft's head of AI infrastructure departs
Nidhi Chappell led the company's OpenAI data center buildout
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UK announces fourth AI Growth Zone in South Wales
But data centers were already planned at the site
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Constellation secures $1bn loan from US DOE to support restart of Three Mile Island nuclear plant - report
Plant is tied to 20-year PPA with Microsoft
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Anthropic to purchase $30bn in Microsoft Azure credits, Nvidia and Microsoft to invest in AI company
Despite bubble fears, the circular investment cycle continues
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Microsoft commits fresh $7.9bn investment in UAE by 2030
Brings total investment in UAE to $15.2bn since start of 2023
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US's Export-Import Bank approves more than $100m in financing guarantees for digitalization in Côte d'Ivoire
Will facilitate construction of data center