The global memory crunch isn't easing — it's tightening further and according to Goldman Sachs this is setting up a pricing environment that could push earnings and margins toward cycle highs for ...

When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.

A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...

The RAMpocalypse is set to go on for years.

By Laila Kearney Feb 10 (Reuters) - Microsoft is exploring using superconducting power lines in its data centers, which could ...

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