Amazon’s stock surged 13% in premarket trading, adding over $300 billion in market value after blockbuster earnings. The catalyst? AWS growth accelerated to 20% year-over-year, its fastest pace since 2022, signaling Amazon’s AI investments are paying off.
Microsoft’s staggering $34.9 billion capital expenditure in Q1 2026 reveals an aggressive infrastructure strategy. With $11.1 billion dedicated to data center leases alone, the company is racing to build what CEO Satya Nadella calls a “planet-scale cloud and AI factory.”
Meta is accelerating its AI infrastructure spending beyond already massive projections. The company’s compute requirements are growing faster than anticipated, signaling a massive bet on artificial superintelligence.
Microsoft’s CFO reveals unprecedented $34.9 billion infrastructure investment to meet AI demand. The massive capital expenditure highlights both the opportunity and risks in the AI infrastructure arms race.
US electric utilities face unprecedented capital demands as data center growth doubles infrastructure investment needs. This analysis examines the risks, funding challenges, and market implications of the coming grid transformation.
Massive Credit Facility Expansion Signals Data Center Construction Boom DataBank has dramatically expanded its financial capabilities, announcing the upsize of…
Uno Platform has strengthened its collaboration with Microsoft’s .NET division as .NET 10 Release Candidate 2 launches. The partnership focuses on Android 16 integration, WASM multithreading, and graphics engine improvements. This alliance reportedly aims to accelerate cross-platform development capabilities across mobile, web, and desktop environments.
Uno Platform has announced an expanded partnership with Microsoft‘s .NET division, marking a significant deepening of their collaboration as .NET 10 Release Candidate 2 becomes available. According to reports, this strengthened alliance aims to enhance the foundation of cross-platform software development while contributing back to the broader .NET ecosystem. Sources indicate that Uno Platform, which has built its entire framework atop .NET since inception, will work closely with Microsoft on several key initiatives.
In a rare industry collaboration, AMD and Intel are jointly backing the Open Silicon Firmware Interface (openSFI) specification. The initiative aims to establish a common standard for how firmware interacts with silicon components across different vendors. Industry analysts suggest this could significantly reduce engineering costs and improve sustainability in hardware development.
In an unexpected partnership, semiconductor rivals AMD and Intel are reportedly collaborating on the Open Silicon Firmware Interface (openSFI), according to industry reports. Sources indicate this specification aims to create a common, architecture-neutral interface that allows host firmware to interact seamlessly with silicon initialization firmware across different vendor platforms.
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Market futures pointed lower Friday following credit quality concerns at regional banks and auto lender failures. The S&P 500, Nasdaq, and Dow futures all declined as commercial loan deterioration worries intensified.
U.S. stock futures were trending downward Friday morning as reports of commercial loan losses at regional banks and auto lender bankruptcies sparked concerns about credit quality deterioration, according to market analysis. Contracts tied to major indices showed declines, with S&P 500 futures reportedly falling 0.4%, Nasdaq 100 futures down 0.6%, and Dow Jones futures dipping 0.1%.
