Every Zipp story tagged #Microsoft, newest first.
The $3B gap between operating and contracted AI cloud revenue is the bull case the market has to underwrite. Financing costs of up to 9% don't pause while delivery slips.
The first 50MW Horizon 1 stack at Childress, Texas, is also Nvidia Exemplar Cloud-certified, validating the bitcoin-mining-to-AI pipeline pivot under live hyperscaler demand.
Microsoft's 8% premarket pop on fastest cloud growth in four years gave the AI capex story its clearest validation yet, and BTC rode the same risk-on wave.
Microsoft's threat team linked the campaign to a hacking group it tracks as CryptoBandits, which uses poisoned USB sticks to seed malware that rewrites browser extensions for wallet theft.
The chip is a research milestone, not a market event — but the framing matters because quantum risk is now being named at the chip-launch stage, not only on crypto Twitter.
IREN has landed $3.65 billion in A-rated financing to fund a major AI infrastructure buildout for Microsoft, marking…
Microsoft, Dell, and other major PC manufacturers are reportedly preparing to launch a new wave of Nvidia-powered…
Anthropic is reportedly in advanced talks to lease AI compute infrastructure powered by Microsoft's proprietary…
The Bill and Melinda Gates Foundation has sold its entire Microsoft position — 7.7 million shares worth more than $3.2…
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