AI has pumped hyperscale - but how long can it last?
Hyperscale datacenter operators nearly tripled infrastructure spending and increased quarterly operational capacity by roughly 170% driven by surging demand for AI workloads since late 2022.
EU cloud gang wins licensing concessions from Microsoft
CISPE stated that the agreement allows members to offer Microsoft software to customers on a pay-as-you-go basis through Microsoft's Cloud Solution Program, enhancing privacy for European users.