Nokia is betting big on AI and data center switching, but CEO Justin Hotard warns it’s a slow ramp. While optical networking grew 17%, overall profits fell and the core mobile business is struggling for growth.
A new report highlights a massive shift in European IT strategy. Driven by geopolitical fears and digital sovereignty, companies are actively moving sensitive data away from American hyperscalers to EU-native cloud options.
Wall Street delivered a brutal one-two punch to Microsoft this week. After a warning on Wednesday, the stock cratered 10% on Thursday, erasing a staggering $357 billion in value in a single trading session.
CNBC’s Jim Cramer argues investors shouldn’t write off tech hyperscalers like Microsoft after one disappointing quarter, pointing to Meta’s rebound and Alphabet’s turnaround as proof. The market’s narrative on AI winners changes constantly, and patience is key.
The private equity giant’s infrastructure platform, powered by data centers, grew 40% to $77 billion. Its overall revenue hit $14.5 billion for the year, showing how digital infrastructure is now central to its strategy.
Desktop as a Service (DaaS) has made radical improvements, becoming a more compelling alternative to traditional VDI and PC management. The key shift is moving the infrastructure burden from your data center to the cloud provider’s.
Microsoft posted strong overall growth, but its Xbox division is struggling. Gaming revenue dropped 9%, with hardware sales down a staggering 32% year-over-year. The company doesn’t expect a near-term turnaround.
The ambitious plans for Saudi Arabia’s Neom, a futuristic linear city called The Line, are being dramatically downsized. According to reports, the project may abandon its goal of housing millions to focus on building data centers for AI, following years of delays and human rights controversies.
NTT Global Data Centers has inked a major Power Purchase Agreement to secure electricity for its upcoming Bangkok 4 data center. The 100MW deal with utility B.Grimm Power highlights the intense power demands of new facilities. This is part of a broader push into Thailand’s growing digital infrastruc
Salesforce is preparing a major revamp of its partner program, set to launch early in its 2027 fiscal year. The changes include an annual review process and a big push on partner enablement to prepare for the agentic AI era.
