Microsoft

Cloud

Nvidia’s $500B private equity AI funding deal isn’t a good sign

Nvidia’s $500B AI financing push is fueling fresh bubble fears, exposing how much of the AI infrastructure boom may depend on circular deals, shaky demand and scarce power.

Diana Goovaerts Aug 14, 2026 2:40pm

Ban on data center transceiver imports would be ‘terrible,’ analysts say

Aug 5, 2026 11:52am

Hyperscalers face growing investor doubts over AI data center spending spree

Aug 3, 2026 1:11pm

Microsoft Azure crosses $100B mark as growth hits four-year high

Jul 30, 2026 11:30am

Microsoft taps Mistral for more AI models, European compute capacity

Jul 21, 2026 10:09am

Meta’s cloud push could get a boost from Anthropic

Jul 20, 2026 1:10pm