Microsoft plans to invest over $30 billion this quarter to expand its AI data centers, backing record growth in its Azure cloud unit. Azure sales jumped 39% last quarter, outpacing projections, while full-year cloud revenue topped $75 billion. With over 100 million monthly users of its Copilot AI tools, Microsoft is shifting gears from disclosure to scale, betting big on infrastructure to drive its AI ecosystem forward.
An 8.8-magnitude earthquake off Russia’s eastern coast—the sixth most powerful ever recorded—prompted tsunami warnings across the Pacific, including the U.S. and Japan. Despite evacuation orders and waves reaching Japan, major cloud providers, submarine cables, and chip plants remain unaffected. Communications infrastructure has held firm, with no outages reported as of yet. Authorities continue to monitor potential impacts as the Pacific braces for aftereffects.
Vertiv has raised its full-year forecast after Q2 revenue jumped 35% to $2.64B, fueled by surging demand for AI-ready infrastructure. Orders rose 15% year-over-year, with a backlog now at $8.5B. Despite margin pressures, leadership remains focused on scaling R&D and global manufacturing. As AI reshapes data center needs, Vertiv’s strategic positioning signals its intent to lead—not just follow—the next wave of digital infrastructure evolution.
eStruxture Data Centers has raised nearly $1 billion through a first-of-its-kind Canadian asset-backed securitization and credit facility to accelerate AI-ready infrastructure. Backed by its Green Finance Framework, the financing marks a turning point for domestic digital capacity building. With 16 sites already in operation, the funding positions eStruxture to lead Canada’s hyperscale and AI data center expansion while signaling growing investor appetite for green digital infrastructure.
Microsoft has suspended cloud services for Nayara Energy, citing EU sanctions tied to its Russian ownership. Nayara has filed for an injunction in Delhi High Court, arguing the U.S. tech giant acted without legal basis under Indian or U.S. law. The disruption impacted critical tools like Outlook and Teams. As pressure mounts on cross-border compliance, the case raises fresh concerns about digital sovereignty and extraterritorial enforcement by global cloud providers.
Yondr Group has sold its stake in EverYondr to joint venture partner Everstone, stepping away from India to concentrate on core global markets. Launched in 2021 with a $1B plan, the venture had focused only on Mumbai and Hyderabad projects. The exit follows Yondr’s recent acquisition by DigitalBridge and La Caisse, as the company reshapes its strategy across Europe, North America, and Asia-Pacific.
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