GPU

dollars flying out of cloud

Cloud

OpenAI in focus as Microsoft's $625B backlog faces scrutiny

Forty-five percent of Microsoft's order backlog is attributed to OpenAI, raising concerns about exposure should the latter run into trouble.

Diana Goovaerts Jan 29, 2026 4:27pm

AI-generated image Racks of servers in a data center

Data centers centerstage in compute tug of war

Jan 21, 2026 7:45pm

Data Center

Higher voltage, higher risk: Safety in the AI data center boom

Jan 12, 2026 8:00am

The Five Nine The rise of alternative hyperscalers

Podcast: The rise of alternative hyperscalers

Jan 9, 2026 10:35am

Intel chip gambit

Here’s why Nvidia is dropping $20B on Groq’s AI tech

Jan 5, 2026 11:35am

AI RAN

AI RAN in 2026: What lies ahead?

Dec 22, 2025 7:30am