Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest
Source: Slashdot.org· feedfeeder· July 30, 2026
Capex spending? What? Me worry?
This story was reported by Slashdot.org. Read the full original article:
Read on Slashdot.org More in Business & Funding
View all
Zepto may defer IPO; Festive carts go premium
Happy Thursday! A roadblock in valuation negotiations may prompt Zepto to delay its listing. This and more in today’s ETtech Morning Dispatch.
The Times of India · Jul 30, 2026
AI supplier Innolight dips in Asia's second-biggest listing of 2026
HONG KONG -- Shares in China's Zhongji Innolight opened lower in their Hong Kong debut on Thursday, after the supplier of key AI-related equipment raised HK$53.4 billion ($6.8 billion) in Asia's second-biggest listing so far this year. Chinese optical parts m…
Biztoc.com · Jul 30, 2026
Microsoft commits $130 billion-plus to new data centre leases amid AI boom
Microsoft added over $130 billion in new data centre lease commitments as AI demand surged, taking total future lease obligations to $329.1 billion.
Bloomberg · Jul 30, 2026
Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower smartphone royalty growth overshadowed its upbeat forecast, highlighting t…
Digitimes · Jul 30, 2026