Meta to sell $30B in bonds to build AI datacenters
Even the world's richest companies need outside help to fulfill their datacenter dreams. Now, Meta is selling $30 billion in bonds to build out its infrastructure estate and support its ambition in AI markets. Some of these won't mature for 40 years.…
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Microsoft: Getting Margins From AI Means Sometimes Saying No
Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure cloud that stood at $392 billion as the first quarter of its fiscal 2026 year ended in September. …
Microsoft: Getting Margins From AI Means Sometimes Saying No was written by Timothy Prickett Morgan at The Next Platform.
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