Coverage Timeline
newest first- Aug 4, 2026AIThe Hyperscaler Compute Arms Race, By the Numbers→
- Aug 3, 2026BIG TECHMicrosoft's Capex Guidance Is a Nvidia Demand Signal→
- Aug 1, 2026BIG TECHBig Tech's AI Capex Verdict: Discipline Beats Scale→
- Jul 31, 2026BIG TECHKospi Jumps a Record 18% as Samsung, SK Hynix Soar+17.9%, record→
- Jul 30, 2026BIG TECHMicrosoft Posts Largest Single-Day Market-Value Gain Ever+15.5%, +$450B→
- Jul 30, 2026BIG TECHMicrosoft Adds Record $450B in a Single Trading Day+$450B market cap→
- Jul 30, 2026FUNDINGInforcer Raises $50M to Ready SMBs for AI Security Risk$50M Series C→
- Jul 29, 2026AINadella Confirms Microsoft Copilot 'Super App' Plan→
- Jul 29, 2026BIG TECHMicrosoft's Azure Tops $100B as FY27 Capex Guide Jumps$90.01B Q4 revenue→
- Jul 29, 2026REGULATIONGlobalFoundries Wins $300M US Grant for AI Chip Photonics→
- Jul 29, 2026BIG TECHMicrosoft, Meta Earnings Put Wall Street's AI Patience to the Test→
- Jul 28, 2026AIMCP Ships Its Biggest Spec Update Since 2024 Launch10,000+ servers→
- Jul 27, 2026AIMicrosoft Launches First Cybersecurity AI Model, Agentic Platform→
- Jul 27, 2026AIMicrosoft Launches In-House Rival To Anthropic's Mythos96% CyberGym→
- Jul 27, 2026BIG TECHBig Tech's $725B AI Bet Faces Earnings Reckoning→
- Jul 25, 2026AIGrok Comes To Google Workspace And Microsoft 365→
- Jul 24, 2026AIInside the 25-Company Letter Backing Openweight AI Models→
- Jul 24, 2026REGULATIONNvidia, Microsoft, Meta Lead 25-Firm Open-Weight AI Plea→
- Jul 24, 2026REGULATIONNvidia, Microsoft, Meta Lead 25-Company Push for Openweight AI Models→
- Jul 24, 2026BIG TECHMeta, Microsoft Face Renewed AI-Spending Unease Pre-Earnings→
- Jul 24, 2026AIMicrosoft Ships In-House AI Models, Claims 89% Cost CutUp to 89% GPU Cost Cut→
- Jul 23, 2026AIMicrosoft's New In-House AI Models Cut Costs Up to 89%→
- Jul 21, 2026AIMicrosoft Deepens Mistral Bet With Europe AI Infra Deal→
- Jul 20, 2026BIG TECHAMD Jumps as Microsoft Bets Azure on Helios Over NvidiaAMD +4-5% on deal news→
- Jul 19, 2026AIWhy Multi-Model Routing Just Became the Default Architecture→
- Jul 17, 2026AIMicrosoft Preps Project Perception to Rival Anthropic's Mythos→
- Jul 16, 2026AINadella Slams Anthropic as 'Editorially Controlled'→
- Jul 10, 2026AIAI Boom Puts Big Tech's Transparency to the Test→
- Jul 9, 2026BIG TECHOpenAI Says GPT-5.6 Is 'Preferred Model' for Copilot Amid Breakup Talk→
- Jul 9, 2026AIMicrosoft's AI Buildout Collides With Its Climate Goals→
- Jul 7, 2026FUNDINGAI Infrastructure Capex Keeps Concentrating in Fewer Hands$870B+ combined 2026 AI capex commitments→
- Jul 6, 2026AIMicrosoft Cuts Nearly 5,000 Jobs Across Xbox, Sales~4,800 roles cut, ~2.1% of workforce→
- Jul 6, 2026BIG TECHMicrosoft Guts Xbox and Commercial Teams, Cites AI's Pace~3,200 jobs, 5 studios cut→
- Jul 6, 2026BIG TECHMicrosoft Guts Commercial, Xbox Teams Citing AI-Era Pace4,800 roles cut→
- Jul 4, 2026AIWhy AI's Chip Arms Race Just Went Multi-Vendor3 parallel Anthropic chip tracks→
- Jul 2, 2026AIMicrosoft Launches $2.5B 'Frontier Company' to Embed 6,000 Engineers Inside AI Customers$2.5B AI deployment commitment→
- Jul 2, 2026AIMicrosoft Launches $2.5B 'Frontier Co.' Unit, Mobilizes 6,000 Workers to Push$2.5B new unit, ~6,000 employees→
- Jul 2, 2026BIG TECHMicrosoft Commits $2.5B and 6,000 Staff to New AI Deployment Unit$2.5B / 6,000 employees→
- Jul 1, 2026FUNDINGIndian Tech Tycoon Bets $30M of His Own Money to Build an AI Alternative to Microsoft Office$30M self-funded→
- Jul 1, 2026AISerial Founder Bhavin Turakhia Bets $30M of His Own Money on an AI Alternative to Microsoft Office$30M self-funded→
- Jul 1, 2026AIAnthropic Brings Claude Fable 5 Back Globally After US Lifts Export Control OrderGlobal access restored→
- Jun 30, 2026BIG TECHBig Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year$725B combined→
- Jun 27, 2026REGULATIONNYT Escalates Its AI Copyright War, Accusing Microsoft of Building a Supercomputer to Infringe at ScaleNYT v. OpenAI/Microsoft→
- Jun 24, 2026AINew Paper Argues Microsoft Exaggerated Its 'Majorana 1' Quantum Breakthrough→
- Jun 22, 2026BIG TECHMicrosoft and Chevron Plan One of the Largest Gas-Powered Data Centers in the USGas-powered megasite→
- Jun 18, 2026AIMicrosoft Uncovers a New Self-Propagating Backdoor Built to Steal Cryptocurrency→
- Jun 18, 2026REGULATIONMicrosoft Discovers New Self-Propagating Malware That Steals CryptocurrencyCrypto-stealing backdoor→
All Coverage
The Hyperscaler Compute Arms Race, By the Numbers
Alphabet just raised its 2026 capex outlook to $195-205B and Microsoft is holding near $175B -- combined hyperscaler spending near $690B is now bigger than most countries' entire annual infrastructure budgets.
Microsoft's Capex Guidance Is a Nvidia Demand Signal
Microsoft's Capex Guidance Is a Nvidia Demand Signal
Microsoft CFO Amy Hood says fiscal 2027 capex will grow year-over-year on 'demand signals across our portfolio,' and Nvidia stock rose 3% on the read-through even before its own August 26 earnings.
Big Tech's AI Capex Verdict: Discipline Beats Scale
Big Tech's AI Capex Verdict: Discipline Beats Scale
This week's earnings split investors sharply on AI capex: Microsoft's spending got rewarded, Meta's crushed free cash flow and its stock -- the market has stopped treating all AI infrastructure spending as equally good news.
Kospi Jumps a Record 18% as Samsung, SK Hynix Soar
Kospi Jumps a Record 18% as Samsung, SK Hynix Soar
South Korea's benchmark index posted its largest single-day gain on record after Samsung Electronics and SK Hynix surged on renewed confidence in AI-chip demand, following Microsoft's blowout cloud earnings.
Microsoft Posts Largest Single-Day Market-Value Gain Ever
Microsoft Posts Largest Single-Day Market-Value Gain Ever
Microsoft shares surged more than 15% Thursday, adding roughly $450 billion in market value in a single session -- the largest one-day market-cap gain in stock market history -- after Azure crossed $100 billion in annual revenue and accelerated to 43% growth.
Microsoft Adds Record $450B in a Single Trading Day
Microsoft Adds Record $450B in a Single Trading Day
Microsoft shares jumped 16% and added roughly $450 billion in market value on Thursday, the largest single-day gain for any company in market history, after fourth-quarter earnings showed Azure growing 43% year-over-year.
Inforcer Raises $50M to Ready SMBs for AI Security Risk
Inforcer Raises $50M to Ready SMBs for AI Security Risk
Inforcer raised a $50 million Series C led by Insight Partners to help managed service providers secure small and midsize businesses' Microsoft 365 environments against a new wave of AI-driven threats.
Nadella Confirms Microsoft Copilot 'Super App' Plan
Nadella Confirms Microsoft Copilot 'Super App' Plan
Microsoft CEO Satya Nadella confirmed plans for a unified Copilot "super app" merging chat, coding, and AI agent experiences across consumer and commercial products, disclosed on the same earnings call that preceded Microsoft's record stock rally.
Microsoft's Azure Tops $100B as FY27 Capex Guide Jumps
Microsoft's Azure Tops $100B as FY27 Capex Guide Jumps
Microsoft closed fiscal 2026 with Azure crossing $100 billion in annual revenue for the first time and beat on every headline number, but it's the FY2027 capex guide of $255-260 billion -- up from $190 billion this year -- that's the number Wall Street will be arguing about tomorrow.
GlobalFoundries Wins $300M US Grant for AI Chip Photonics
GlobalFoundries Wins $300M US Grant for AI Chip Photonics
The US Commerce Department will award GlobalFoundries $300 million in CHIPS Act funding to develop silicon photonics for faster, more efficient AI chip connections, with AMD, Broadcom, Cisco, Meta, Microsoft, and Qualcomm publicly backing the investment.
Microsoft, Meta Earnings Put Wall Street's AI Patience to the Test
Microsoft, Meta Earnings Put Wall Street's AI Patience to the Test
Microsoft and Meta report Q2 results after the bell Wednesday, the first of the Magnificent Seven to face investors since Apple reclaimed the world's-most-valuable-company crown from Nvidia on the strength of capital discipline rather than AI spending.
MCP Ships Its Biggest Spec Update Since 2024 Launch
MCP Ships Its Biggest Spec Update Since 2024 Launch
The Model Context Protocol finalized its 2026-07-28 specification, moving to a stateless protocol core with hardened OAuth 2.1 authentication, as adoption crosses 10,000 servers across Anthropic, OpenAI, Google, Microsoft and AWS.
Microsoft Launches First Cybersecurity AI Model, Agentic Platform
Microsoft Launches First Cybersecurity AI Model, Agentic Platform
Microsoft unveiled MAI-Cyber-1-Flash, its first cybersecurity-specific AI model, alongside an agentic security platform called Project Perception that claims frontier-grade protection at half the cost of rivals.
Microsoft Launches In-House Rival To Anthropic's Mythos
Microsoft Launches In-House Rival To Anthropic's Mythos
Microsoft unveiled MAI-Cyber-1-Flash, an in-house cybersecurity model that scores 96% on the CyberGym benchmark, beating Anthropic's Mythos, Gemini and GPT while cutting costs roughly in half.
Big Tech's $725B AI Bet Faces Earnings Reckoning
Big Tech's $725B AI Bet Faces Earnings Reckoning
Meta, Microsoft, Amazon and Apple report earnings this week carrying a combined $725 billion 2026 AI capital-spending plan into a market that has grown newly skeptical of unlimited AI infrastructure spending.
Grok Comes To Google Workspace And Microsoft 365
Grok Comes To Google Workspace And Microsoft 365
xAI launched a free Grok add-on for Google Workspace and Microsoft 365 that can analyze spreadsheets, build slides and draft documents, as Elon Musk teased Grok 4.6 and 4.7 arriving within weeks.
Inside the 25-Company Letter Backing Openweight AI Models
Inside the 25-Company Letter Backing Openweight AI Models
Nvidia, Microsoft, Meta, a16z, IBM, Dell, Palantir, Mistral, Hugging Face and Y Combinator jointly argued open-weight AI models keep America competitive against China, while OpenAI and Anthropic declined to sign.
Nvidia, Microsoft, Meta Lead 25-Firm Open-Weight AI Plea
Nvidia, Microsoft, Meta Lead 25-Firm Open-Weight AI Plea
Nvidia, Microsoft, Meta, Palantir and more than 20 other technology companies published a joint letter urging the Trump administration to resist new restrictions on open-weight AI models, warning that limits could weaken the US position against China.
Nvidia, Microsoft, Meta Lead 25-Company Push for Openweight AI Models
Nvidia, Microsoft, Meta Lead 25-Company Push for Openweight AI Models
Twenty-five companies including Nvidia, Microsoft, Meta and a16z published a joint letter urging Washington to avoid "premature restrictions" on open-weight AI models, with OpenAI and Anthropic notably absent from the signatories.
Meta, Microsoft Face Renewed AI-Spending Unease Pre-Earnings
Meta, Microsoft Face Renewed AI-Spending Unease Pre-Earnings
Meta, Microsoft and Amazon face renewed investor anxiety over debt-fueled AI capital spending heading into earnings week, after Alphabet raised its 2026 capex forecast by as much as $15 billion and posted its first-ever negative free cash flow.
Microsoft Ships In-House AI Models, Claims 89% Cost Cut
Microsoft Ships In-House AI Models, Claims 89% Cost Cut
Microsoft released MAI-Voice-2-Flash and MAI-Image-2.5-Pro, in-house voice and image models it says cut GPU costs by up to 89% versus OpenAI's equivalent models, deepening Microsoft's push toward AI independence from its largest partner.
Microsoft's New In-House AI Models Cut Costs Up to 89%
Microsoft's New In-House AI Models Cut Costs Up to 89%
Microsoft released two new in-house AI models, MAI-Image-2.5-Pro and MAI-Voice-2-Flash, claiming GPU cost reductions of up to 89% for voice and 84% for image generation compared to OpenAI's equivalent models.
Microsoft Deepens Mistral Bet With Europe AI Infra Deal
Microsoft Deepens Mistral Bet With Europe AI Infra Deal
Microsoft expanded its strategic partnership with Mistral via a multibillion-dollar commitment to European AI data-center capacity, giving Microsoft access to Mistral's GPUs and regulated industries an EU-based alternative to US-owned models.
AMD Jumps as Microsoft Bets Azure on Helios Over Nvidia
AMD Jumps as Microsoft Bets Azure on Helios Over Nvidia
Microsoft will deploy AMD's Helios rack-scale AI platform across Azure data centers, an expanded partnership that sent AMD shares up as much as 5% and handed the chipmaker its most direct challenge yet to Nvidia's AI infrastructure dominance.
Why Multi-Model Routing Just Became the Default Architecture
Why Multi-Model Routing Just Became the Default Architecture
From Fireworks' inference business to Microsoft's Project Perception security tool, this week's biggest AI stories share one underlying architecture: routing tasks across multiple models by cost and fit rather than defaulting to a single frontier model.
Microsoft Preps Project Perception to Rival Anthropic's Mythos
Microsoft Preps Project Perception to Rival Anthropic's Mythos
Microsoft is readying Project Perception, a multi-model AI security tool that routes vulnerability-scanning tasks across Microsoft, OpenAI and Anthropic models to undercut the cost of Anthropic's own Mythos on the exact capability Anthropic pioneered.
Nadella Slams Anthropic as 'Editorially Controlled'
Nadella Slams Anthropic as 'Editorially Controlled'
Microsoft CEO Satya Nadella criticized Anthropic's model-access controls, calling the company 'editorially controlled' in a rare public jab between two AI-industry partners and rivals.
AI Boom Puts Big Tech's Transparency to the Test
AI Boom Puts Big Tech's Transparency to the Test
Axios reports growing pressure on hyperscalers to disclose exactly how much water and electricity their AI data centers consume, as Microsoft, Google and Amazon all report rising emissions tied directly to AI infrastructure growth.
OpenAI Says GPT-5.6 Is 'Preferred Model' for Copilot Amid Breakup Talk
OpenAI Says GPT-5.6 Is 'Preferred Model' for Copilot Amid Breakup Talk
OpenAI declared GPT-5.6 the 'preferred model' powering Microsoft 365 Copilot days after Bloomberg reported Microsoft was replacing OpenAI models with its in-house MAI system in Word and Excel.
Microsoft's AI Buildout Collides With Its Climate Goals
Microsoft's AI Buildout Collides With Its Climate Goals
Microsoft's greenhouse gas emissions jumped 27% in fiscal 2025 to 21 million metric tons, driven by AI data centers, as the company builds natural-gas plants and softens its 2030 carbon-negative pledge.
AI Infrastructure Capex Keeps Concentrating in Fewer Hands
AI Infrastructure Capex Keeps Concentrating in Fewer Hands
Oracle, Amazon, Microsoft and Google are together committing more than $870 billion to AI infrastructure this year, a concentration of capital the Bank for International Settlements has warned carries systemic financial risk.
Microsoft Cuts Nearly 5,000 Jobs Across Xbox, Sales
Microsoft Cuts Nearly 5,000 Jobs Across Xbox, Sales
Microsoft is eliminating roughly 4,800 roles across Xbox and commercial sales, about 2.1% of its global workforce, as AI-driven Copilot sales tooling reduces headcount needs even as the company insists the cuts aren't direct AI replacement.
Microsoft Guts Xbox and Commercial Teams, Cites AI's Pace
Microsoft Guts Xbox and Commercial Teams, Cites AI's Pace
Microsoft cut five Xbox studios and roughly 3,200 jobs this week, telling staff the world is 'changing faster than we can keep up,' the clearest sign yet that AI-driven restructuring has reached even the biggest AI winners' most profitable legacy divisions.
Microsoft Guts Commercial, Xbox Teams Citing AI-Era Pace
Microsoft Guts Commercial, Xbox Teams Citing AI-Era Pace
Microsoft cut 4,800 roles on July 6, hitting its commercial sales unit and Xbox division hardest, with HR leadership saying the pace of AI-driven change now outstrips the company's ability to keep up.
Why AI's Chip Arms Race Just Went Multi-Vendor
Why AI's Chip Arms Race Just Went Multi-Vendor
Anthropic's parallel chip talks with Samsung, Microsoft and Fractile -- alongside Google's TPUs, Amazon's Trainium and OpenAI's now-stalled Samsung talks -- show frontier labs hedging across multiple silicon partners rather than picking one.
Microsoft Launches $2.5B 'Frontier Company' to Embed 6,000 Engineers Inside AI Customers
Microsoft Launches $2.5B 'Frontier Company' to Embed 6,000 Engineers Inside AI Customers
Microsoft unveiled the Microsoft Frontier Company on July 2, a new $2.5 billion operating business that embeds roughly 6,000 engineers directly inside customer organizations to build and run AI systems, commercial business CEO Judson Althoff announced. The move follows AWS's own $1 billion forward-deployed-engineering commitment just two days earlier, and puts Microsoft's Fortune 500 relationships -- including early partners London Stock Exchange Group, Unilever, Land O'Lakes and Accenture -- behind a model that goes well beyond selling AI tools and into directly delivering outcomes on-site.
Microsoft Launches $2.5B 'Frontier Co.' Unit, Mobilizes 6,000 Workers to Push
Microsoft Launches $2.5B 'Frontier Co.' Unit, Mobilizes 6,000 Workers to Push
Microsoft is standing up Microsoft Frontier Co., a $2.5 billion internal unit staffing roughly 6,000 forward-deployed engineers, consultants and sales staff to accelerate enterprise customers' AI adoption, Bloomberg and CNBC reported July 2, after customers.
Microsoft Commits $2.5B and 6,000 Staff to New AI Deployment Unit
Microsoft Commits $2.5B and 6,000 Staff to New AI Deployment Unit
Microsoft is investing $2.5 billion to launch Frontier Company, a 6,000-person unit that embeds engineers directly with enterprise customers to get AI deployments actually working, following similar moves from Amazon, OpenAI and Anthropic.
Indian Tech Tycoon Bets $30M of His Own Money to Build an AI Alternative to Microsoft Office
Indian Tech Tycoon Bets $30M of His Own Money to Build an AI Alternative to Microsoft Office
Serial entrepreneur Bhavin Turakhia is personally funding $30 million into Neo, an AI-native enterprise work platform combining project management, documents, file storage and AI, built from the ground up rather than retrofitted onto legacy software, TechCrunch reported July 1. Neo launched internally in April 2026, was built in three months using AI extensively during development, and now employs 45 people with plans to reach 100 by year-end.
Serial Founder Bhavin Turakhia Bets $30M of His Own Money on an AI Alternative to Microsoft Office
Serial Founder Bhavin Turakhia Bets $30M of His Own Money on an AI Alternative to Microsoft Office
Indian serial entrepreneur Bhavin Turakhia is self-funding $30 million into Neo, a new enterprise software company betting that workplace productivity tools designed before the AI era need to be rebuilt from scratch rather than upgraded with bolted-on chatbots. Turakhia, who has previously co-founded Directi, Radix, Titan and banking software firm Zeta — largely bootstrapping each with his own capital before bringing in outside investors — told TechCrunch he sees the AI shift as significant enough to justify a ground-up rebuild of office software.
Anthropic Brings Claude Fable 5 Back Globally After US Lifts Export Control Order
Anthropic Brings Claude Fable 5 Back Globally After US Lifts Export Control Order
The US Department of Commerce cleared Anthropic to restore global access to Claude Fable 5 and Mythos 5 starting July 1, after suspending both models in mid-June under an export control directive citing national security. Access resumes on the Claude Platform, Claude.ai, Claude Code, Claude Cowork, and will be re-enabled on AWS, Google Cloud and Microsoft Foundry, with up to 50% of weekly usage included free through July 7.
Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
Alphabet, Amazon, Meta and Microsoft collectively guided to roughly $725 billion in 2026 capital expenditure — up 77% from $410B last year — as the AI infrastructure buildout enters its third and most expensive year. Amazon leads at ~$200B, Microsoft ~$190B, Alphabet $175-185B and Meta $115-135B, according to freshly restated guidance from the four companies' most recent updates.
NYT Escalates Its AI Copyright War, Accusing Microsoft of Building a Supercomputer to Infringe at Scale
NYT Escalates Its AI Copyright War, Accusing Microsoft of Building a Supercomputer to Infringe at Scale
The New York Times moved to amend its landmark copyright suit against OpenAI and Microsoft, alleging Microsoft didn't merely rent generic cloud capacity but built a bespoke supercomputer -- reportedly hundreds of thousands of CPU cores and roughly 10,000 GPUs -- specifically to enable training on copyrighted work at scale. The amendment narrows the case, dropping two claims, while sharpening the contributory-infringement theory against Microsoft's own conduct. It reframes the industry's defining legal fight around the physical machinery of model training.
New Paper Argues Microsoft Exaggerated Its 'Majorana 1' Quantum Breakthrough
New Paper Argues Microsoft Exaggerated Its 'Majorana 1' Quantum Breakthrough
A new paper argues that Microsoft overstated the quantum-computing claims it made roughly a year ago with its Majorana 1 chip, which the company touted as a breakthrough toward topological qubits. The dispute reignites long-running skepticism among physicists about whether Microsoft actually demonstrated the exotic particles its approach depends on.
Microsoft and Chevron Plan One of the Largest Gas-Powered Data Centers in the US
Microsoft and Chevron Plan One of the Largest Gas-Powered Data Centers in the US
Microsoft and Chevron are teaming up to build one of the largest natural-gas-powered data center projects in the country, pairing on-site gas generation with AI compute to sidestep strained electric grids. The deal is the clearest sign yet that power -- not chips -- is now the binding constraint on AI expansion.
Microsoft Uncovers a New Self-Propagating Backdoor Built to Steal Cryptocurrency
Microsoft Uncovers a New Self-Propagating Backdoor Built to Steal Cryptocurrency
Microsoft researchers discovered a new lightweight, self-propagating backdoor designed to drain cryptocurrency from infected machines. Its ability to spread on its own marks an escalation in financially motivated malware at the exact moment crypto prices and on-chain balances are climbing again.
Microsoft Discovers New Self-Propagating Malware That Steals Cryptocurrency
Microsoft Discovers New Self-Propagating Malware That Steals Cryptocurrency
Microsoft's threat researchers identified a new lightweight backdoor that spreads on its own and is engineered to drain cryptocurrency from infected machines. Self-propagation plus crypto theft is a potent combination, and it's a reminder that as digital assets go mainstream, the malware targeting them is getting more automated.