Microsoft Prunes Oracle AI Cloud Deal: The High Cost of Hardware Obsolescence
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Cloud Infrastructure →Cloud InfrastructureOct 18, 2026
The $175 Billion Gamble: Analyzing Microsoft's 2026 Data Center Expansion
An expert analysis of Microsoft's $175 billion capital expenditure plan for 2026, exploring the accounting shifts, capacity bottlenecks, and margin risks of the
Cloud InfrastructureOct 10, 2026
Oxide Computer Company’s $445M Series D: Solving the Hardware Gap for On-Prem Cloud
Oxide Computer Company raises $445M in Series D funding led by Eclipse to scale manufacturing and meet surging demand for enterprise-owned cloud infrastructure.
Cloud InfrastructureSep 10, 2026
Solving the AI Tokenomics Puzzle: Inside the VMware AI Factory
Broadcom's VMware AI Factory aims to reduce the friction of production AI by automating infrastructure and providing new controls over escalating AI tokenomics.