Microsoft

The Trump administration met privately with OpenAI, Google, Anthropic, Meta, Nvidia, and Microsoft to review a new AI evaluation framework mandated by a June 2 executive order, but refused to release …

SpaceXAI spent $18.37 billion in capital expenditures in Q2 2026, with $15.83 billion on AI, nearly 40% of Microsoft's total capex. The company's operating cash flow covers only 12% of its capex, comp…

Big Tech AI capital expenditures are on track to hit $1 trillion in 2027, with 2026 guidance at $732.5 billion, 158% higher than initial estimates, according to lead tech analyst Beth Kindig. Actual s…

Elon Musk said on SpaceX's first earnings call as a public company that its rocket scientists give it an edge in building AI data centers, comparing the advantage to the New York Yankees playing a Lit…

The White House will not publicly release its framework for vetting frontier AI models, keeping details confidential among a select group of companies in a voluntary process, according to sources fami…

AI usage data, which tracks metrics such as active users, prompt volume, token consumption, and costs, is collected by nearly every Fortune 500 company, but most have far more AI in use than they real…

AMD reported $11.5 billion in revenue for the quarter, up 50% year-over-year, driven by AI demand, with data center revenue more than doubling and now representing 58% of total revenue. CEO Lisa Su re…

Anthropic, despite leading OpenAI on valuation and revenue in 2026, faces 10 data-backed reasons it could lose the AI race, according to a member-only story. The company relies on $88 billion in pledg…

Michael Burry, the investor known for predicting the 2008 housing collapse, has fully exited his long position in Microsoft, closed his short position in Oracle, liquidated his January 2026 puts on Pa…

CoreWeave's stock rose 8.77% to $93.28 on Tuesday after the AI cloud infrastructure company announced its first Asia-Pacific expansion with three data centers in Indonesia totaling 360 megawatts of co…

University of Toronto associate professor Sanja Fidler is leaving her role as Nvidia's VP of AI research after eight years at the company, as announced in a LinkedIn post on Friday. Fidler, who joined…

The US Federal Communications Commission (FCC) is drafting a ban on imports of new Chinese-made optical transceivers for data centers, according to Reuters, citing unnamed sources, with officials hopi…

Microsoft is limiting engineers' AI usage by making OpenAI GPT-5.6 the default internal model and introducing an 'AI token budget target' for divisions, as stated in an email from EVP Jay Parikh obtai…

U.S. states including Arizona, Illinois, and Ohio are withdrawing sales tax breaks for data centers, potentially raising AI infrastructure costs by approximately 7% or more and increasing the price of…

On August 4, Cloudflare launched Wallets, stablecoin accounts for AI agents, at cloudflare.pay, but veteran browser-security engineer Eric Lawrence, who built Fiddler and works on phishing defense at …

Nous Research shipped Hermes Agent v0.20.0, 'The Herald Release,' on August 3, 2026, featuring voice with barge-in support, the A2A v1.0 protocol, and a cold startup time cut from 14 seconds to 1.8 se…

Amazon's $13 billion investment in Anthropic is now worth approximately $190 billion, a roughly 14x increase, following Anthropic's Series H funding round in May 2026 that valued the AI safety company…

AI data centers have added roughly $29 to $30 billion in costs to the U.S. electric grid over four recent capacity auctions, representing about 46 percent of total capacity charges, according to Monit…

Meta Platforms Inc. lost roughly $200 billion in market value on July 30, 2026, after raising its full-year capital expenditure guidance to $130 billion to $145 billion and reporting a 91% year-over-y…

Volta Infra, a seven-month-old startup, announced a $10 billion contract to supply cloud computing for an unnamed AI company and a $2.4 billion valuation, partnering with Bitdeer Technologies to deliv…