For your “is that a bubble popping?” Bingo cards: Bloomberg reports that Microsoft is reconsidering deals to rent server capacity from “neoclouds” to power its AI efforts, and has been turning off rented capacity from Oracle since declining to renew a 2023 deal. Sources said the computing power Oracle offered used older Nvidia chips, and had become less useful to Microsoft. [Link: Please stop asking me when the AI bubble will pop | https://www.theverge.com/ai-artificial-intelligence/1025826/ai-bubble-pimco-apollo-bonds | The Verge]
For your “is that a bubble popping?” Bingo cards: Bloomberg reports that Microsoft is reconsidering deals to rent server capacity from “ neoclouds ” to power its AI efforts, and has been turning off rented capacity from Oracle since declining to renew a 2023 deal .
Sources said the computing power Oracle offered used older Nvidia chips, and had become less useful to Microsoft.
This is the title for the native ad
Compare how 6 other independent news outlets reported on this story.
Microsoft's day-long outage began with Outlook and Teams, and ended up taking much of the company's cloud services offline. Microsoft says it's gradually restoring service.
Microsoft had over 450 million paid user licenses as of January 2026, all unable to access their emails for over 24 hours.
Experts say outage exposes ‘Australia’s reliance on foreign technology’ as software giant says services being restored
Some of Microsoft’s most popular products, including Outlook, Teams and Copilot, stopped working across the world. Burt the company says it is seeing “encouraging recovery progress”.
Governments, businesses, individuals were disrupted globally as server failures stretch into second day.
The BBC's Nadine Yousif's reports that Microsoft services like Outlook are slowly coming back online, but the company noted users "may still experience intermittent access issues".
