Your GPU Cloud Runs on Subprime Debt
AI data-center debt has surpassed $500 billion, with $200 billion in private credit funds and $334 billion in 2026 issuance alone, but the risk resembles the 2001 telecom overbuild rather than the 200…
Microsoft is a global technology corporation that has made major AI investments through a multi-billion dollar partnership with OpenAI. It integrates AI across Bing, Azure, GitHub Copilot, and Microsoft 365.
AI data-center debt has surpassed $500 billion, with $200 billion in private credit funds and $334 billion in 2026 issuance alone, but the risk resembles the 2001 telecom overbuild rather than the 200…
A new paper from researchers at the University of Texas at Austin and Microsoft introduces an execution-free agentic program repair system for enterprise-scale development, achieving a 40% higher fix …
Elon Musk said his effort to slow AI concentration by co-founding OpenAI backfired, accelerating AI development instead. Speaking to The Economist's editor in chief, the xAI founder said OpenAI and it…
A study of Microsoft's Aurora weather forecasting foundation model fine-tuned for atmospheric chemistry finds that while it captures a first-order ozone response to reactive nitrogen, it does not enfo…
The Magnificent 7 technology stocks suffered their biggest one-day drop since April 2025 on Thursday, losing US$797 billion in market value as AI scepticism and geopolitical tensions weighed on market…
Deloitte projects generative AI fraud losses will hit $40 billion in the United States by 2027, up from $12.3 billion in 2023, and a joint policy paper from the American Bankers Association, the Bette…
The five largest cloud builders—Microsoft, Amazon, Alphabet, Meta, and Oracle—have pledged a combined $725 billion in AI infrastructure spending for 2026, driving their collective free cash flow towar…
AMD CEO Dr. Lisa Su announced during the Advancing AI keynote that the company's Instinct MI500 series GPUs, set for 2027, will support both copper and optical connectivity, delivering the largest gen…
New York Governor Kathy Hochul signed Executive Order 62 on July 14, making the state the first in the U.S. to ban new hyperscale data centers drawing 50 megawatts or more of power for up to one year,…
A developer's comparison of GitHub Copilot, OpenAI Codex, and Claude Code as of July 2026 finds all three have shifted to token-based pricing and metered usage. GitHub Copilot offers a free tier and $…
US President Donald Trump joked about wanting to be 'the next president' while announcing an expansion of the Ratepayer Protection Pledge, requiring AI companies and tech firms to fund their own power…
Alphabet reported its first-ever cash flow negative quarter and a record $112 billion quarterly profit, 69% of which came from unrealized paper gains, sending shares down nearly 7% as Wall Street reac…
Innovaccer CEO Abhinav Shashank walked away from clients like Disney and NASA in 2016 to pivot his data analytics company to healthcare, and the startup has now crossed $200 million in annual recurrin…
A user criticizes Microsoft for releasing unfinished AI and web apps, calling the company's recent products fragile and half-baked, and questioning when employers will refuse to accept Microsoft treat…
AMD CEO Dr. Lisa Su unveiled the Helios rack-scale system at the Advancing AI conference in San Francisco on Thursday, positioning it as the industry's highest-performance AI rack to compete with Nvid…
The White House says more than 200 organizations, including 23 Republican governors, 150 utilities, 28 data center developers, and seven major AI companies, have signed the expanded Ratepayer Protecti…
D.A. Davidson analyst Gil Luria told Yahoo Finance that Microsoft is a top AI stock because its multi-year access to OpenAI's technology and the rise of open-source models make owning a proprietary fr…
The evolution of the GPU from arcade cabinets to AI accelerators is traced through key milestones including the Whirlwind computer, 3dfx Voodoo, and NVIDIA GeForce 256. The shift from fixed-function a…
Alphabet, Amazon, Meta, Microsoft, and Oracle have disclosed $1.6507 trillion of future contract payments, comprising $821.4 billion of uncommenced leases and $829.2 billion of purchase and constructi…
Patreon laid off about 20% of its workforce, or roughly 93 employees, on July 23, 2026, with CEO Jack Conte citing AI as the forcing function in a memo to staff. Affected employees will receive 16 wee…