#Microsoft
50 articles with this tag
Most read in #Microsoft, last 30 days
- 01
Nscale Hit With Pushback on $30 Billion IPO Target
- 02
AMD's Helios: A Make-or-Break AI System
- 03
Amazon Surges as Apple Stumbles in Divergent Big Tech Earnings
- 04
Chris Noring on Evolving Developer Roles with AI
- 05
Agentic AI Shifts CPU-GPU Ratios, AMD Says
- 06
Microsoft Boosts AI Chips, Apple Faces Hardware Hurdles
Apollo Says AI Has Paid Zero Outside Tech So Far
Apollo's Torsten Slok finds AI has delivered zero financial payoff for the S&P 493, with flat margins and revenue per worker outside seven megacaps.
Gates says AI disruption will last 20 years
Bill Gates told Decoder with Nilay Patel AI has crossed a danger threshold and requires mandatory government review and hard security layers.
Microsoft sells sovereignty without letting go
Microsoft pushes a workload-based Sovereign Cloud with new controls, but key oversight stays EU-only and much remains in preview.
Nscale Hit With Pushback on $30 Billion IPO Target
Nscale targets $30B for IPO but investors signal $16B-$19B needed, as weak IPO returns and sliding comps pressure AI cloud deals.
Trust Is the Real Blocker for Agents at Work
Michele Grant told AI Engineer trust must be engineered before agents touch core workflows, with baselines, owners and auditable proof.
Ackman says AI is a nuclear weapon race
Bill Ackman likened AI to a nuclear weapon on Finimize, warning of superhuman models while arguing the U.S. must lead and Big Tech can still earn high returns on AI capex.
Azure Maia 200 AI accelerator faces yield test
Microsoft reframes AI infrastructure around yield, with Azure Maia and Cobalt co-design aimed at agentic workloads that use 3,400x more tokens.
The main topic: Can US AI Boom Outrun Backlash
Data center growth is now a midterm issue as ITI's Jason Oxman says the industry must address power bill fears or lose AI investment to China.
Inside the 10x Faster TypeScript Rewrite
Anders Hejlsberg says TypeScript 7 ports the compiler from JavaScript to Go for 10x speed, solving concurrency and scale limits in large codebases.
AI Data Centers Are Making Everything Expensive
Apple, Xbox and PC makers cite AI data centers for memory price spikes, but a shift to HBM by three dominant suppliers is squeezing DRAM and NAND supply.
Today in AI: GigaPath-Flash Slashes Compute 50x
GigaPath-Flash distills a billion-parameter pathology model to 22M parameters, keeping 97% performance at 50x less compute for population-scale study.
Bill Gates Warns AI Bioweapons Risks Are Here
Bill Gates says AI has crossed bioterror and cyber thresholds with no government monitoring, calling voluntary review empty.
ChatGPT Work Turns Transcripts Into Templates
ChatGPT Work converts meeting transcripts into templated Google Docs and Slides, then reuses the formatting for every future update.
Bill Gates: AI Risks Demand Global Priority
Bill Gates warns that AI development is outpacing society's ability to manage its risks, urging a global priority on dialogue and safeguards.
OpenAI Unveils Jalapeño Chip
OpenAI reveals Jalapeño, its custom AI inference chip, demonstrating industry-leading performance and signaling a move towards greater infrastructure control.
The AI Doctor's 'Oracle Problem'
The 'Oracle Problem' in healthcare AI: why scoring well on tests doesn't equal real-world medical effectiveness.
Microsoft Unveils TokenOps for AI Agent Cost Control
Microsoft introduces TokenOps, a run-aware governance system for AI agents to control token spending and move from 'token maxing' to 'value maxing'.
Alibaba's AI Spending Hits Profit, Meta-Microsoft AI Deal
Bloomberg Tech covers Alibaba's profit plunge amid AI spending, Meta's deal with Microsoft, and Castellian's $13B valuation.
Alibaba's AI Push Hits Profits, Meta's Circular Financing
Alibaba's profits tanked amid AI spending, Meta's reliance on Microsoft raises concerns, and a defense tech startup hits $13B valuation.
Meta's Massive Microsoft AI Spend Revealed
Meta is spending hundreds of millions annually on Microsoft's Azure for AI services, consuming trillions of tokens for coding assistance.
Skala 1.1 Boosts AI for Chemistry Simulations
Microsoft Research's Skala 1.1 deep-learning DFT model offers higher accuracy and broader integration into scientific software, accelerating computational chemistry.
Anthropic's Revenue Skyrockets Past Salesforce
AI industry analysts discuss Anthropic's massive revenue growth, the competitive landscape of AI models, and the future of AI in enterprise.
Replit democratizes coding with GPT-5.6 Luna
Replit integrates OpenAI's GPT-5.6 Luna into its Free Mode, removing token costs and democratizing software creation for millions.
Lemon Slice Aims to Break Avatar Turing Test
Lemon Slice's CTO, Sydney Primas, discusses their mission to create AI avatars indistinguishable from humans, showcasing recent advancements and future plans for emotional intelligence in AI.
Claude's Watermark: No Big Deal for Marketers
Anthropic's new AI watermark is a compliance measure, not a ranking factor. Marketers can rest easy as Google focuses on content quality, not origin.
Dan Ives on AI's 'Fourth Industrial Revolution'
Tech analyst Dan Ives discusses his move to Yorkville Ives, the AI revolution as the 'fourth industrial revolution,' and the risks and opportunities ahead.
How Satya Nadella Built Microsoft's Four-Way AI Portfolio
A 27% OpenAI stake worth $228B on paper, a $5B Anthropic bet that returned $3.2B in a single quarter, a multibillion-dollar Mistral infrastructure deal, and an in-house MAI model family: how Satya Nadella diversified Microsoft's AI bets across six years and four deal structures.
Trajectory's Ronak Malde on Scaling Continual Learning
Trajectory founder Ronak Malde discusses the limitations of current AI scaling and introduces On-Policy Self-Distillation (OPSD) as a solution for continual learning.
Agentic AI Shifts CPU-GPU Ratios, AMD Says
AMD, Arm, and Microsoft have indicated that the rise of agentic AI is poised to significantly shift the traditional CPU-to-GPU ratios in data centers, potentially moving from a 1:4 ratio towards 1:1. This change is attributed to the increased CPU demand for orchestration, tool calls, and memory management inherent in agentic AI workloads.
Microsoft Boosts AI Chips, Apple Faces Hardware Hurdles
Anurag Rana of Bloomberg Intelligence discusses Microsoft's AI chip production boost and contrasts it with Apple's hardware challenges, including potential foldable phone developments.
GitHub Copilot App Adds Slash Commands
GitHub Copilot app enhances developer workflows with new slash commands for planning, validation, and code generation.
Dan Ives: AI's 'Monumental Turning Point' is Here
Tech analyst Dan Ives discusses Microsoft's AI inflection point and the broader market's view on AI monetization, highlighting the growth potential across the tech ecosystem.
Maximor's Autonomous Finance Takes Off
Maximor has achieved 35x revenue growth in nine months, reaching multi-million dollar ARR by delivering an autonomous finance platform that automates 98% of transactions.
AI Spending Justified, Hyperscalers Drive Demand
Celine Woo of Lazard Asset Management discusses justified AI spending, hyperscaler growth, and the demand-supply gap in AI hardware.
AI Spending Cycle Matures, Valuations Face Scrutiny
Sarah Hunt of Alpine Saxon Woods discusses how the AI spending cycle is maturing, with investors now demanding returns over mere capital expenditure, and the potential impact on various market sectors.
Microsoft's Orchard AI Framework
Microsoft Research's Orchard framework offers an open, scalable environment for agentic AI research, enabling small models to achieve strong results on complex tasks.
AI Hedge Fund Collapse, Tech Earnings Shake-Up
Bloomberg Businessweek Daily covers the collapse of an AI hedge fund, mixed tech earnings from giants like Apple and Amazon, and VEON's role in Ukraine's connectivity.
Tech Giants Commit $2.4 Trillion to AI Infrastructure
Alphabet, Meta, Microsoft, and Amazon commit nearly $2.4 trillion to AI data center infrastructure as Wall Street caps a positive trading month.
Amazon Surges as Apple Stumbles in Divergent Big Tech Earnings
Amazon soared on AWS cloud growth while Apple stock dropped following supply chain stumbles in Tim Cook's final CEO quarter.
AWS Growth and AI Demand Drive Reacceleration in Big Tech Earnings
Bloomberg analyst Anurag Rana breaks down AWS's 39% growth, Big Tech capex surges, and Microsoft's multi-model AI strategy.
Microsoft Soars, Meta Plummets on Earnings
Microsoft's stock soars on AI traction and cloud growth, while Meta's AI bets falter. Qualcomm faces cost headwinds. Apple's CEO transition looms.
Microsoft's AI Growth: Discovery Value Still Unlocking, Says Goldman
Goldman Sachs analyst Gabriela Borges discusses Microsoft's AI strategy, Copilot adoption, and its relative market position, suggesting significant value is still to be discovered.
China's AI Open-Source Surge Challenges US Dominance
A new AI divide has emerged, with China leading in open-source models. US tech leaders urge Washington to adopt a similar strategy, citing risks to innovation and data control.
Microsoft's FY26: AI Matures to 'Frontier Transformation'
Microsoft's FY26 marked a transition from AI experimentation to widespread deployment, driving 'Frontier Transformation' with intelligence and trust at its core.
Microsoft: AI's 'Structural Shift' in Cybersecurity
Microsoft discusses the seismic shift in cybersecurity with AI now driving attacks, unveiling new defense systems like 'Perception' to counter autonomous threats.
Nadella, A16z, IBM Push for Open AI Models
Microsoft's Satya Nadella, alongside tech leaders from Andreessen Horowitz and IBM, have signed a letter advocating for open-weight AI models, citing competitive threats from China and regulatory concerns.
Satya Nadella's $37B AI Run Rate: The July 29 Earnings Breakdown
Microsoft's AI business hit $37B ARR in Q3 FY2026, up 123 pct year on year. Here is the Azure, Copilot, and OpenAI breakdown ahead of July 29 earnings.
Microsoft Bets $60M on AI for Science
Microsoft invests $60 million in the DOE's Genesis Mission, launching SPARK to accelerate AI-driven scientific discovery and double US research productivity.
AMD's Helios: A Make-or-Break AI System
AMD unveils its first rack-scale AI system, Helios, aiming to challenge Nvidia with a powerful, integrated solution backed by major tech clients like Microsoft and Meta.
LLM Reliability: Control Flow Over Prompting
Ornella Bahidika and Joel Allou from Microsoft discuss 'harness engineering' for AI agents, advocating for code-driven control flow over LLM-driven decision-making to ensure reliability.
