Microsoft

Bloomberg reports that the largest cloud and hyperscale companies have pushed their total future data-center lease commitments above $850 billion, driven by new deals from Meta and Microsoft. Meta add…

Meta is the only major U.S. AI developer that has not agreed to a voluntary government framework for pre-release model reviews, as rivals including OpenAI, Google, and Anthropic have already begun sha…

OpenAI and Broadcom unveiled Jalapeno, an ASIC accelerator for LLM inference, on June 24, 2026. The chip, co-developed in nine months, is claimed to deliver substantially better performance per watt t…

Apple runs a small language model on iPhones in about a gigabyte of memory and a larger model on its cloud servers, reflecting a split also seen at Google, Microsoft, and Meta. Small models (0.5B-14B …

Meta and Microsoft are leading a surge in data-center lease commitments among big tech firms, pushing total future obligations past $850 billion. Meta added $79 billion in the first quarter to reach $…

Countries are racing to secure chips, data centers, and energy for sovereign AI capacity, with the US-led Pax Silica Initiative expanding to 24 nations to strengthen supply chains for critical mineral…

Amazon Web Services CEO Matt Garman argued that AI will not eliminate most white-collar jobs, comparing the shift to the introduction of Excel. Amazon plans to hire 11,000 interns and graduates this y…

Cloudflare data shows automated bots now make up 57.2% of web traffic, surpassing humans over a year earlier than CEO Matthew Prince predicted. AI agents increasingly rely on the accessibility tree to…

Brown Capital Management added Credo Technology Group to its Small Company Fund, citing the company's role in AI infrastructure. Credo reported Q3 FY2026 revenue of $407 million, up 51.9% quarter-over…

OpenAI unveiled its first custom AI inference chip, Jalapeño, designed with Broadcom to power large language models like ChatGPT. The ASIC matches Nvidia's Blackwell and Google's TPU performance, redu…

Microsoft and Chevron signed a 20-year power purchase agreement for Project Kilby, a 2.67 GW natural gas plant and co-located data center in West Texas, with first power delivery targeted for 2028, ac…

Microsoft's MDASH, a multi-model agentic scanning system, has moved from research to production, actively finding vulnerabilities in Windows, Azure, and identity engineering workflows. It discovered 1…

Big Tech companies including the Magnificent Seven, Broadcom, and Oracle have lost roughly $2.7 trillion in market value this month as investors question whether massive AI infrastructure spending can…

OpenAI unveiled Jalapeño, its first custom AI chip designed with Broadcom for inference workloads, aiming to reduce dependence on Nvidia. The chip, built in nine months with AI-assisted design, will p…

OpenAI and Broadcom unveiled 'Jalapeño,' a custom chip designed for large language model inference, claiming better performance per watt. Development took nine months with OpenAI's models aiding the p…

OpenAI has begun testing its first in-house AI chip, Jalapeño, designed for inference to reduce costs and reliance on Nvidia. The chip is part of Project Nexus, a collaboration with Broadcom, with pro…

OpenAI has started testing Jalapeño, its first in-house AI inference chip developed with Broadcom, aiming to reduce reliance on Nvidia hardware for serving products like ChatGPT at scale. The chip tar…

OpenAI and Broadcom announced a partnership to develop custom AI accelerators optimized for large language models, with a deployment target of 10 gigawatts across OpenAI's data centers from 2026 throu…

Alphabet will replace Verizon Communications in the Dow Jones Industrial Average next week, marking the blue-chip index's first structural change since 2024. S&P Dow Jones Indices said the addition br…

Microsoft released its 2026 AI in Education Report showing 92% of students and education leaders have used AI for school, and announced new AI-powered teaching tools available at no extra cost. The re…