Microsoft Corporation (MSFT)

By Simon Jessop and Anne Kauranen LONDON, Feb 27 (Reuters) - A push for U.S. datacentres to use their own power will boost demand for Wartsila's more environmentally friendly products and help

Cirrus Nexus, a leader in Cost and Carbon-Intelligent Cloud solutions, today announced the availability of TrueCarbon, in the Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps, and agents to meet their business needs. Cirrus Nexus customers can now discover and deploy trusted solutions through Microsoft Marketplace, with smooth integration and streamlined management across Microsoft Azure and other Microsoft products.

Nvidia’s shares fell 5.5% despite record income as investors continue to set a high bar for AI bellwethers. One problem, notes Heard columnist Dan Gallagher, is that the company’s runaway success could be seen as a sign of destabilization to come, given that the capital spending filling its coffers is financially weakening some of the world’s largest companies, from Amazon to Microsoft. The Nasdaq and S&P 500 declined following Nvidia's slide, while the Dow Jones Industrial Average was little changed and Treasury yields inched lower.

Nebius Group’s recent investor updates highlight its evolution into a pure-play AI infrastructure provider, underpinned by multi‑year contracts with Meta and Microsoft, including agreements worth about US$3 billion and US$19 billion and a backlog exceeding US$20 billion. By pairing these long-term hyperscaler deals with customer prepayments that fund large data center and GPU buildouts, Nebius is reshaping its risk profile through improved cash visibility, lower external financing needs, and...

Software stocks have been crushed but there could be a light at the end of the tunnel.

Nebius Group (NasdaqGS:NBIS) has secured multi year AI cloud infrastructure contracts with Meta and Microsoft. The company is expanding data center capacity to support growing demand for next generation AI workloads. Nebius is reshaping its financial model through upfront payments and customer financing from enterprise clients. Nebius Group, listed as NasdaqGS:NBIS, focuses on AI focused cloud infrastructure that supports large scale training and inference workloads. Its recent agreements...

Microsoft has rarely seen these valuation levels over the past decade.