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Topic

AI infrastructure

Speedway Scene reporting, analysis and commentary on AI infrastructure, pulled together from across our coverage.

7 articles Last updated: 30 Jul 2026 3 sections
Connected sections Business Markets & Finance Tech
Connected topics Alphabet Google Cloud Big Tech earnings Microsoft Azure cloud computing
Lead story
Exterior of the Microsoft data center campus in Middenmeer, the Netherlands, part of the global buildout behind the company's Azure cloud expansion. Photo: Hay Kranen / Wikimedia Commons, CC BY 4.0
Tech

Microsoft Posts $90 Billion Quarter as Azure Growth Hits 43%, Fastest Since 2022

Azure grew 43 percent and crossed $100 billion in annual revenue as Microsoft beat on both lines, pushing shares up more than 8 percent in extended trading.

30 Jul 2026 ·9 min read

More on AI infrastructure

7 articles
Meta corporate signage outside its headquarters as the company weighs a cloud compute business. Photo: Nokia621, CC BY-SA 4.0, via Wikimedia Commons
Tech

Meta's Compute Pivot Wipes Billions Off Neocloud Valuations in a Single Session

A single report that Meta intends to resell its surplus AI computing power sent its shares up nearly 9 percent and hammered the neocloud providers that supply it, exposing how much of their revenue rests on one buyer.

6 Jul 2026 ·6 min read
SK Hynix high-bandwidth memory modules on display at a trade show. Photo: 4300streetcar, CC BY 4.0, via Wikimedia Commons
Tech

How a Single HBM Order Book Rattled the AI Trade

High-bandwidth memory has become the load-bearing wall of the AI buildout. When doubts about its order book surfaced, Samsung and SK Hynix shed a combined 290 billion dollars in a day.

6 Jul 2026 ·7 min read
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Everything Speedway Scene has published on AI infrastructure, gathered in one place: the reporting, the analysis and the commentary that track the subject.

Connected topics

Alphabet Google Cloud Big Tech earnings Microsoft Azure cloud computing earnings Satya Nadella SanDisk NAND flash

Connected sections

Business Markets & Finance Tech

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