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nextplatform.com › cloud › 2026 › …

Microsoft Committed To Doubling AI Infrastructure In Two Years

… This is on par with the growth that Amazon Web Services showed in the same period , but half that seen by Google Cloud in the March quarter . …

May 4, 2026 · Timothy Prickett Morgan

nextplatform.com › compute › 2026 › …

Oracle’s Financing Primes The OpenAI Pump

… The question we have is will the cash flow from the rental of the first year’s worth of iron by OpenAI be enough to help pay for the next year’s tranche of datacenter expansion? …

Feb 3, 2026 · Timothy Prickett Morgan