Microsoft

Rahul Devikar, a 34-year-old senior software engineer at Microsoft, says AI tools like Copilot and Claude have dramatically sped up development, reducing some month-long projects to three or four days…

By 2029, IDC projects the number of actively deployed AI agents will exceed 1 billion worldwide, 40 times more than in 2025, performing 217 billion actions per day. Gartner forecasts global data cente…

Alphabet Inc. faces a critical test with its Q2 2026 earnings report as investors demand evidence that surging AI investments are driving cloud growth, with Google Cloud revenue up 63% year-over-year …

The four largest US technology companies are on course to spend close to $700bn on AI infrastructure this year, with combined capital spending set to overtake the cash their core businesses generate, …

The author recounts early internet video technology CU-SeeMe in 1994 and the 1994 Lillehammer Olympics to illustrate Amara's law: enthusiasts overestimate AI's short-term impact while incumbents under…

Amazon, Alphabet, Meta, and Microsoft are on course to spend about $725 billion on capital expenditure in 2026, up from roughly $410 billion in 2025, while their combined free cash flow is projected t…

Big Tech companies including Meta, Alphabet, and Microsoft are using off-balance sheet financing vehicles similar to those that enabled Enron's collapse, masking billions in debt tied to AI infrastruc…

Samsung is in talks to invest hundreds of millions of euros in Mistral AI as part of a funding round that could value the French startup at about €20 billion, according to the Financial Times. The inv…

BloombergNEF revised its US data center power forecast 83% higher in seven months, now projecting 194 gigawatts of electricity consumption by 2035, or one-fifth of the nation's total power supply. The…

News Corp countersued Brave Software on Tuesday, accusing the search engine of 'flagrant theft' for scraping and selling articles from the Wall Street Journal and New York Post to AI companies without…

Microsoft and Mistral announced a significant expansion of their strategic partnership, including a multibillion dollar commitment from Microsoft to add GPU infrastructure in Europe and extend access …

U.S. Treasury Secretary Scott Bessent threatened sanctions against Chinese AI model makers if they are found to have stolen intellectual property from American frontier labs, citing concerns over mode…

Intel confirmed layoffs in its Data Center and AI Group on July 21, two days before its Q2 earnings call, even as the unit posted $5.05 billion in revenue last quarter, up 22% year-over-year. CEO Lip-…

Google Cloud grew 82% year-over-year to $24.8 billion in Q2 2026, beating the $22.3 billion consensus, and its growth rate now mirrors NVIDIA's. CFO Anat Ashkenazi said Google began recognizing revenu…

Microsoft could sell its ~27% stake in OpenAI for over $200 billion and redeploy the cash into AI app-layer acquisitions, according to a Margin Points analysis. The move would reset OpenAI's valuation…

Microsoft released Visual Studio Code 1.129 on July 15, introducing a dedicated agent host that runs agent harnesses like Claude, Copilot, and Codex via the Agent Host Protocol, enabling sessions to p…

Microsoft and 3M announced on July 15 that Azure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical technology, which reduces cleaning and inspection in dense fiber i…

A developer who added observability to a local clinical AI agent found that debug logs contained patients' full names, dates of birth, and phone numbers in plain text. After wiring in Microsoft's Pres…

AMD launched Helios, its first rack-scale AI system with 72 MI455X GPUs and 31TB of HBM4 memory delivering 2.9 exaflops of FP4 compute, and announced Microsoft as a customer for Azure deployment start…

Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 a…