NextTech
Developing
IREN shifts $4 billion AI cloud milestone into 2027
The target is a capacity run rate, not recognized revenue.
NextNow / Archive
Topic: Microsoft
NextTech
Rapid News Brief
Lumen and Microsoft Expand Enterprise AI Network Sales
The expanded co-selling effort links cloud migration and network planning; additional Marketplace offerings remain on the roadmap.
NextTech
Analysis
Microsoft Cloud Growth Is Not a Customer ROI Measure
Azure growth supports a larger supplier business; enterprise buyers still need evidence about their own deployments.
NextWork
Developing
Microsoft Opens Voluntary Exit Offer in Four Countries
The time-limited program covers eligible employees in participating teams; the number offered a choice is not the number who will leave.
NextTech
Analysis
Microsoft’s School AI Deal Makes Privacy a Contract Term
The agreement with national and New York teachers unions moves AI governance from voluntary principles into school contracts that buyers can audit and enforce.