Microsoft

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 chips in data center

My, oh Maia! Microsoft’s new chip could be a big win for telcos

Jan 26, 2026 4:57pm

The Five Nine What does telecom look like in 2026

Podcast: What does telecom look like in 2026?

Jan 16, 2026 2:30pm

Dark side death star image via Getty

Opinion: Hyperscalers head to the dark side

Jan 15, 2026 1:03pm

data center electricity monster

Hyperscalers have a new build vs buy dilemma: electricity

Jan 15, 2026 12:57pm

nuclear power plant for cloud

Meta goes all-in on nuclear power with 6.6 GW plans

Jan 9, 2026 3:07pm