Iren’s $15b Microsoft Mega-Deal Sign of an AI Surge that Won’t Stop – AFR Nov 4 2025
The AI industry is experiencing an unprecedented surge, with neo-cloud firms like Iren playing a pivotal role in reshaping the AI infrastructure market.
The AI industry is experiencing an unprecedented surge, with neo-cloud firms like Iren playing a pivotal role in reshaping the AI infrastructure market.
Microsoft’s new sandboxed Copilot extends its reach from data synthesis to autonomous execution, creating governance and compliance challenges, especially around paywalled data and security.
Microsoft is bundling its specific Copilots into the main M365 license, signaling a shift to specialised AI tools embedded in daily workflows.
MDM solutions enhance security and compliance while streamlining device management and improving productivity.
Microsoft’s Azure expansion in Perth will cut latency and boost resilience for WA and ASEAN customers, enabling local hosting of critical workloads, especially for the public and resources sectors.
Microsoft’s Build 2025 announcements, especially around AI and the ‘agentic web’, will increase Azure, GitHub, and Microsoft 365 consumption and costs.
Microsoft’s recent staff cuts are not about AI taking jobs. The real story lies in the company’s massive infrastructure spending and global economic uncertainty.
Microsoft’s data centre pullback signals a reality check for AI’s endless growth, potentially impacting future cloud costs and availability for Australian organisations.
Atturra’s Kitepipe acquisition expands its North American footprint, bolstering Boomi integration, crucial for TechnologyOne and Microsoft ecosystems, with Philippine support enhancing scalability.