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Technology/Cloud Infrastructure/MicrosoftApril 2025

Microsoft Q1 2025 Azure AI Workloads Drive Growth

Overview Microsoft reported that AI-related workloads now represent over 15% of Azure revenue, up from single digits a year ago. The company's integrated approach — combining Azure cloud infrastr...

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Technology/Semiconductors/NVIDIAMarch 2025

NVIDIA Q1 2025 Data Center Demand Surges

Overview NVIDIA reported record data center revenue in Q1 2025, driven by insatiable demand for AI training and inference compute. The company's Blackwell architecture GPUs are now in volume prod...

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