Microsoft

Recent news

• Nov 7, 2026

  United States Intelligence Believed $4.5 Trillion Nvidia Billionaire Founder & CEO Jensen Huang (Age 63) with $170 Billion Fortune Had Romantic Relationship with China Businesswoman Alice Huang Le (Associated with Singapore-Based Data Centre Company Megaspeed) Who May Have Provided Information on Nvidia to China & Diverted Nvidia AI Chips to China, United States Intelligence Agencies Reported to be Monitoring Alice Huang Le & Believed to be Recruited by China Intelligence Agency (Ministry of State Security), Jensen Huang Wife is Lori Mills Huang (Married in 1985) and Have 2 Children (Spencer Huang & Madison Huang) Who are Working at Nvidia

  Caproasia published a report-style article about Nvidia founder and CEO Jensen Huang, mixing allegations about his alleged relationship with Alice Huang Le with recap items on Nvidia’s valuation and Huang’s share sales. The piece is commentary/news aggregation rather than a first-time corporate announcement.

  • The article says United States intelligence agencies reportedly believe Jensen Huang had a relationship with Alice Huang Le, who is associated with Singapore-based Megaspeed, and that she may have provided information on Nvidia to China and diverted Nvidia AI chips there.
  • It also repeats several market and personal wealth data points, including Huang’s $1 billion total Nvidia share sales in 2025, a $960,000 Sotheby’s sale of a signed Tom Ford jacket, and Nvidia’s claim to have crossed $4 trillion in market value.
• Nov 6, 2026

  Protesters Break into Microsoft Data Center Site in Amsterdam as European Backlash Begins

  AP reports that protesters broke into a construction site for a new Microsoft data center in Amsterdam on Friday, in a protest action aimed at stopping construction.

  • Protesters climbed a crane and set off flares, while others clashed with police at the site.
  • Nathan Timmer of Geef Tegengas told AT5 that the group was occupying the site; the article is a news report about a protest, not a first-party announcement.
• Nov 6, 2026

  US midterm verdict: Oil prices to AI trade, 5 things that matter for India after Democrats’ sweep

  Emkay Global Financial Services has issued an analysis on how the US election outcome could affect India, covering crude oil, US fiscal policy, AI spending, tariffs, and the rupee.

  • The note says the Democratic sweep in Congress could make it easier to override presidential vetoes, potentially encouraging a negotiated resolution with Iran and easing crude pressure; it also cites Brent falling to around $95 per barrel after a 19% drop from October 2026 highs.
  • It adds that US fiscal deficits are likely to remain elevated, keeping Treasury yields and Indian bond yields under pressure; on AI, it argues the midterms are a sentiment shock rather than a capex shock, with hyperscaler debt issuance rising to ₹19,400 crore in 2026-to-date from ₹10,900 crore in 2025.
• Nov 5, 2026

  Sarvam’s Prism Enters India’s Growing AI Decision Model Race

  Sarvam AI has announced Prism, an open-weight decision model built on its Sarvam 105B model for enterprise workflows.

  • Prism is built on Sarvam 105B, fine-tuned for decision-making rather than text generation, and Sarvam says it achieved an average score of 71.8 across three evaluation indices with a 44 ms median response time on an Nvidia B200 GPU.
  • Sarvam is releasing Prism’s weights under the Apache 2.0 licence and offering it via API for uses including customer-support routing, document intelligence, security checks, prompt-injection detection, and AI-agent activity evaluation; the article also cites independent/third-party benchmark scrutiny and comparisons with Indian and global decision-model efforts.
• Nov 5, 2026

  AI Data Centers Are Fueling a Nuclear Comeback

  The article analyzes a broader nuclear energy revival driven by AI data center demand and rising electricity needs, while citing multiple recent deals and policy actions rather than announcing a single new project itself.

  • IIR forecasts about $20 billion in new nuclear spending in 2026, rising to nearly $50 billion by 2029; it expects $68.3 billion in new plant spending and about $30 billion for expansion, maintenance, or revamps between late 2026 and 2029.
  • The article cites several concrete actions: the US Department of Energy offered Constellation Energy a loan of up to $5 billion for uprates and modernization at eight plants in Illinois, Maryland, and Pennsylvania; Amazon, Microsoft, and Google are each tied to specific nuclear projects or restarts; Type One Energy plans a fusion plant start in 2027 at TVA’s Bull Run Energy Complex in Clinton, Tennessee.
• Nov 4, 2026

  Arista posts record growth as AI networking supercycle accelerates

  Arista Networks discussed quarterly results and strategy on its third-quarter financial call, highlighting AI and enterprise networking as the main growth drivers. - Revenue reached $3.66 billion, which management said represented 58.5% year-over-year growth and the largest YoY revenue increase in the company’s history as a public company.

  • Management said Arista has surpassed 100 Etherlink customers in 2026 and is forecasting greater than 10 gigawatts of deployment by the end of 2027 across 10 or more compute accelerator types.
  • The company also highlighted its AI security work with Anthropic, Google, OpenAI, and others, while noting a campus revenue target of more than $1.25 billion for the year and R&D spending up by a little more than $130 million year over year in the quarter.
  • Separately, Arista said it announced the XPO module in March, offering 12.8 Tbps of bandwidth using 64 electrical lanes and an integrated liquid-cooled cold plate supporting 400W+ module power consumption; it also said about 45 optics suppliers joined its multi-source agreement.
• Nov 2, 2026

  Meta backs low-carbon cement with new Fortera deal

  Meta has announced a multi-year environmental attribute certificate purchase agreement with Fortera for low-carbon cement. - Meta will receive environmental attribute credits associated with the production of 200,000 tons of cement, and the deal includes an option to extend or expand by volume or duration.

  • Fortera said the agreement helps finance its Ste. Genevieve, Missouri plant; the company says its captured-CO2 cement has 70% less emissions than traditional cement. Meta also referenced its 2025 sustainability report, which said its data center emissions rose 22% in 2024.
• Oct 27, 2026

  FluidCloud replaces VDDK with its own disk copy engine for VMware exits

  FluidCloud has announced the launch of vHOP (VM Hopping Engine), a service designed to help organizations migrate workloads away from VMware without using Broadcom’s VDDK library.

  • vHOP bypasses VDDK by using FluidCloud’s own cloning engine, and it also maps VMware environments, translates NSX firewall policy, and generates Terraform before workload data moves.
  • The service is available now in the FluidCloud platform and through AWS Marketplace; it supports AWS, Microsoft Azure, Google Cloud, OCI, and Nutanix. FluidCloud said its self-service planning returns results in minutes, while an engineer-led version takes three days.
• Oct 27, 2026

  The Power Challenge Behind Hyperscale AI Expansion

  Industrial Info Resources has reported that hyperscale AI data center investment and associated power infrastructure spending have surged, with announced spending expected to exceed $700 billion this year.

  • Microsoft, Meta, Amazon, and Google have increased data center investment roughly tenfold over eight years, from $64 billion in 2018 to an expected over $700 billion in announced spending this year.
  • IIR said the US and Canada pipeline totals about $4.75 trillion, with more than 4,250 planned or in-progress projects, over 400 GW of new load in planning, and nearly 100 US sites designed for at least 1 GW; it also cited $228 billion in new gas plant projects, 111 nuclear projects worth $311.4 billion, and 701 BESS projects worth almost $200 billion.
• Oct 23, 2026

  Hyperscalers allow more scrutiny of controversial data center plans

  The article comments on a broader shift by hyperscalers toward greater openness in data center site planning, driven by community backlash and protests. It references recent company actions rather than announcing a single new project.

  • Amazon announced its Data Center Commitment, including more disclosure on energy and water use and consideration of a moratorium on NDAs for planning applications.
  • Meta said it is reviewing its NDA use after criticism over Hyperion in Louisiana; Microsoft said in March it would stop using NDAs in site selection and development, and Google later followed suit.
• Oct 21, 2026

  Nvidia Unveils DSX Pod for Faster AI Data Center Builds

  Nvidia has announced DSX Pod, a containerized AI data center module, at GTC Berlin.

  • The module includes seven Vera Rubin NVL72 racks plus networking, cabling, and cooling already installed, and Nvidia says it can reduce deployment time at a prepared site from about six months to as little as 14 days.
  • Nvidia said it is working with 17 partners, including Bull, Dell Technologies, HPE, Lenovo, Eaton, Schneider Electric, and Vertiv, with availability expected in early 2027; the company also outlined manufacturing expansion plans and introduced the OpenShell Reference Architecture for AI governance and security.
• Oct 21, 2026

  AI networks drive SONiC boom

  The article says SONiC is gaining enterprise adoption and expanding beyond hyperscale data centers, while citing market forecasts and vendor/startup activity around the open-source network operating system.

  • 650 Group forecasts SONiC-based data center switching revenue will exceed $5 billion in 2026 and enterprise SONiC adoption will grow more than 25% year-over-year through 2027; Dell’Oro Group expects SONiC-based switch sales in AI scale-out networks to grow more than 50% a year through 2030.
  • The article also notes that Gartner estimates 2,500 organizations are running SONiC in production, about one-third of them enterprises; examples include Cisco extending SONiC support to its N9000 Series and startups such as Aviz Networks, Hedgehog Networks, and Upscale AI using SONiC for enterprise and AI networking.
• Oct 19, 2026

  Nscale Loses Microsoft Deal as Power Delays Threaten AI

  Microsoft has terminated its contract for Nscale’s planned AI data center in Loughton, England, after delays to the site’s expected power connection.

  • Nscale announced the Loughton project in 2025 as a 50 MW campus that could scale to 90 MW, with plans to deploy 23,040 Nvidia GB300 GPUs for Microsoft Azure; a company spokesperson confirmed Microsoft ended the contract.
  • UK Power Networks reportedly told Nscale it could not supply enough electricity until the early to mid-2030s, well after the planned opening; Nscale said it remains committed to the site and is exploring alternative power sources, while the article notes no disclosed financial consequences tied to the termination.
• Oct 17, 2026

  US reviving shuttered nuclear plants to meet growing electricity demand and to power data centres

  The United States Department of Energy is supporting the restart of three shuttered nuclear plants to add power for rising demand, including data centres.

  • The Energy Department is lending up to USD 4.4 billion to restart Palisades in Michigan, Crane Clean Energy Centre at Three Mile Island in Pennsylvania, and Duane Arnold in Iowa, for a combined 2.25 gigawatts of electricity.
  • The article says Palisades could be the first nuclear plant in the world to resume generating power after entering decommissioning; Holtec says Palisades must be in service by March 2027, Google is collaborating on Duane Arnold, and Constellation announced a USD 1.6 billion restart plan for Three Mile Island under a 20-year agreement with Microsoft.