Microsoft

Microsoft launched its first voluntary retirement buyout program on April 23, targeting approximately 8,750 US employees as it reallocates resources toward AI infrastructure. The tech giant's pivot re…

Microsoft plans to cut thousands of roles, including sales, consulting, and Xbox positions, in a round smaller than last year's layoffs, affecting less than 2.5% of its 220,000-person workforce. The c…

Wall Street is favoring AI suppliers like NVIDIA over tech giants such as Google and Microsoft, as suppliers directly profit from the AI boom while big tech's long-term investments yield less immediat…

Microsoft hosted a community meeting on June 30, 2026, for its planned 1,385-acre data center campus in Person County, North Carolina, gathering feedback on utility upgrades, water use, and job creati…

PJM Interconnection, the largest US power grid, has begun curtailing data centers during heat emergencies after receiving federal approval, signaling the end of unlimited power access for AI infrastru…

Researchers at PromptArmor demonstrated that a malicious email could manipulate OpenAI's Codex for Everything to exfiltrate the complete contents of other emails via an indirect prompt injection, send…

Anthropic launched an AI drug discovery program on May 5, 2025, offering free API credits to researchers in biology and life sciences. The company later launched Claude for Life Sciences and acquired …

U.S. stock markets are on track for their best quarter in years, with the S&P 500 up 14% and Nasdaq up 20% in Q2 2026, driven by AI sector enthusiasm. However, average investors often underperform due…

Microsoft Incident Response has detailed a new attack pattern targeting AI agents that use Model Context Protocol (MCP) tools, where attackers poison tool metadata to manipulate agent actions. The tec…

Sony's PlayStation 6 could retail for $1,000 due to a $960 bill of materials, driven by surging DDR5 and LPDDR5X RAM prices as AI infrastructure consumes global memory supply. Sony faces a choice betw…

A developer created a detection system for identifying which AI chat platform a user is on, using URL hostname matching as a primary check and DOM signatures as a fallback. The system covers ChatGPT, …

OpenAI unveiled Jalapeño, a custom inference ASIC co-designed with Broadcom and manufactured by TSMC, aiming for 50% lower inference cost per token than Nvidia GPUs. Production is planned for 2027, wi…

Microsoft unveiled the Majorana 2 quantum chip at Build conference on June 2, claiming a 1,000-fold improvement in qubit reliability, while President Trump signed two executive orders on June 22 to ac…

The Bank of International Settlements warned that the AI investment boom poses systemic risks, with hyperscalers set to spend over a trillion dollars on AI capex from 2025-2026, outpacing earnings and…

Microsoft introduced the Microsoft Binlog MCP Server, giving AI assistants like GitHub Copilot direct access to MSBuild (.binlog) files for natural language build investigation. The server, currently …

Global Unichip Corp. (GUC) hit an all-time high of NT$5,950, surging over 240% in the past year, as demand for custom CPUs from hyperscalers like Google and Microsoft boosts revenue estimates. The TSM…

OpenAI has reduced its inference costs by roughly 50% through a new optimization technique, addressing a major financial challenge as inference spending threatens to reach billions annually. The cost …

Lenny's Newsletter announces a new course, 'Become an AI-Native Builder,' co-developed with Colin Matthews, to teach product managers how to leverage AI tools like Codex, Claude Code, and Cursor for p…

Startup exits valued at $1 billion or more have reached their highest level since 2021, with 13 such liquidity events in Q2 2026, driven partly by SpaceX's IPO. Meanwhile, AI labs like Anthropic and O…

Morgan Stanley forecasts US investment-grade corporate debt issuance will reach $2.2 trillion to $2.46 trillion in 2026, driven by massive AI infrastructure spending from tech giants. The bank estimat…