Big Tech’s AI capex splurge can’t go on forever
Big Tech's capital expenditure on AI infrastructure is expected to reach $750bn this year, driven by Google, Meta, Amazon, and Microsoft, but physical constraints, rising costs, and lack of profitabil…
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.
Big Tech's capital expenditure on AI infrastructure is expected to reach $750bn this year, driven by Google, Meta, Amazon, and Microsoft, but physical constraints, rising costs, and lack of profitabil…
Microsoft launched Copilot Cowork with usage-based billing, now generally available. The AI agent performs long-running tasks independently in the cloud, with pricing starting at 1 cent per credit. Cu…
Apple's stock fell 2% after WWDC 2026 despite record Q1 FY2026 revenue of $143.8 billion, as investors grow impatient with the slow monetization of AI features and rising R&D spending. The company's $…
Microsoft released FastContext, a system that trains a dedicated explorer subagent to handle repository exploration for coding agents. By offloading read-only searches and returning compact file-line …
Epoch AI analysis reveals Microsoft, Amazon, Alphabet, Meta, and Oracle are increasing AI infrastructure spending by 70% annually while operating cash flow grows only 23%, potentially causing spending…
Talks between Microsoft and Oracle over a cloud-infrastructure leasing deal worth more than $3bn have collapsed due to Oracle's lack of FedRAMP certification, a US government security framework, accor…
Governments are tightening control over AI cyber tools as they evolve from assistants to operational systems that scan code, triage alerts, and act through connected tools. CISA's June 2026 directive …
Microsoft was sued by shareholders in a securities class action filed June 12 in Seattle federal court, alleging the company misled investors about slowing Azure growth and rising AI infrastructure sp…
Anthropic's Claude Mythos Preview AI model autonomously discovered thousands of zero-day vulnerabilities, including a 27-year-old flaw in OpenBSD, raising global security concerns. The Financial Times…
Kingboard Holdings plans to raise HK$11.77 billion (US$1.5 billion) by selling a stake in its subsidiary Kingboard Laminates Holdings to expand production capacity for circuit boards used in AI server…
GitHub launched the Copilot desktop app in technical preview, a control center for agent-native development that lets engineers direct and observe multiple AI coding agents running in parallel. The ap…
Singapore's non-oil domestic exports surged 38.4% year-on-year in May 2026, driven by a record 94.8% jump in electronics shipments fueled by global AI infrastructure demand. Integrated circuits rose 8…
Microsoft launched Copilot Cowork as generally available on June 16, an agentic AI assistant that independently executes office tasks with pay-as-you-go pricing denominated in Copilot Credits at $0.01…
Meta CEO Mark Zuckerberg announced an internal company-wide AI hackathon scheduled for July 14-16, aiming to revive hacker culture. Employees, many of whom absorbed workloads after roughly 8,000 recen…
Microsoft's Copilot experienced degraded availability on June 17, affecting chat and agent models, with users facing request failures. The company applied a mitigation and confirmed the service is ope…
Microsoft is evaluating DeepSeek's AI models for integration into its Copilot Cowork platform, according to sources familiar with the discussions. The move could provide a cost-effective alternative t…
The Linux Foundation launched the Tokenomics Foundation on June 3, 2026, to establish open standards for measuring and governing AI token spend, addressing a crisis where enterprises like Uber and Mic…
US states including Ohio, Texas, and Pennsylvania are fast-tracking approval of power plants for AI data centers, bypassing public hearings and environmental reviews to approve projects in as little a…
Microsoft, Google, GoDaddy, Hugging Face, and other contributors have released the Agentic Resource Discovery (ARD) specification, an open standard for dynamically discovering AI agent tools and capab…
Microsoft's Azure cloud platform achieved the fastest AI training results at the largest reported scale, powered by 512 Nvidia H200 GPUs delivering a 28% speedup over prior configurations. The milesto…