Microsoft is turning to its AI partner OpenAI to address challenges in its chip strategy. Under a revised agreement, Microsoft will gain full access to OpenAI’s custom AI chip designs, which are being co‑developed with Broadcom, and secure intellectual‑property rights to those designs. The deal also preserves Microsoft’s access to OpenAI’s models through 2032 while excluding OpenAI’s consumer‑hardware initiatives. Executives describe the move as a pragmatic response to the high cost and complexity of building cutting‑edge AI chips, positioning OpenAI’s expertise as a key accelerator for Microsoft’s semiconductor ambitions. Read more →

Major technology firms are committing unprecedented sums to AI‑related data center projects, with Oracle, SoftBank, Meta and others pledging hundreds of billions of dollars. While the scale of funding reflects optimism about AI growth, surveys show many companies remain cautious, and industry leaders warn that physical infrastructure—especially power and space—could become a bottleneck. The juxtaposition of massive financial commitments and lingering market uncertainty highlights the complex dynamics shaping the emerging AI ecosystem. Read more →

Three of the largest U.S. technology firms—Meta, Google (Alphabet), and Microsoft—reported record quarterly profits alongside unprecedented capital outlays for artificial‑intelligence infrastructure. Meta forecast capex of $70‑$72 billion, up from its prior range, while Alphabet lifted its 2025 spending outlook to $91‑$93 billion. Microsoft’s quarterly capex rose to $34.9 billion, a 74 percent year‑over‑year jump. All three companies highlighted strong revenue growth in cloud and advertising segments, aggressive AI talent recruitment, and strategic partnerships, even as analysts warn of a possible AI market bubble. Read more →

OpenAI chief executive Sam Altman told listeners that the company’s revenue exceeds the $13 billion figure that has been reported, and he brushed off speculation about an imminent public listing. Speaking alongside Microsoft chief Satya Nadella, Altman emphasized the firm’s steep revenue growth, its massive compute‑spending commitments, and the long‑term focus on AI products such as ChatGPT. While acknowledging critics’ concerns, he said the company is well‑positioned and has no concrete plans to go public in the near future. Read more →

OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella say the AI industry faces a looming power shortage as demand for compute outpaces the ability to secure electricity for data centers. Both leaders note that the challenge is not a lack of chips but a shortage of ready‑to‑use power infrastructure, leading to the risk of idle hardware. They point to the rapid rise in data‑center electricity use, the limits of traditional fossil‑fuel plants, and the growing reliance on modular solar solutions, while also acknowledging the uncertain future of emerging nuclear and fusion projects. Read more →

Elon Musk publicly asked Microsoft CEO Satya Nadella to investigate Blizzard employees who posted critical remarks about Charlie Kirk following the politician's death. Musk shared a thread with screenshots and names, prompting a response from Microsoft that it was reviewing the matter. The incident occurs amid a broader Republican push to curb online content that praises or condemns Kirk's death, with Rep. Clay Higgins pledging congressional action against such posts. Microsoft emphasized its stance against any comments celebrating violence, while Nadella has not publicly replied. Read more →

Microsoft CEO Satya Nadella addressed employee concerns about the company’s future during an internal town hall, emphasizing the need to stay relevant in the AI era. The meeting also revealed significant investments in AI compute, new product features for Paint, Notepad, and Xbox, and updates to the company’s partnership strategy with OpenAI and Anthropic. Additional topics included a new EU antitrust commitment, a potential OpenAI IPO pathway, and external criticism involving Elon Musk. Overall, the communications underscored Microsoft’s aggressive push to embed AI across its portfolio while navigating cultural and regulatory challenges. Read more →

A host of leading technology executives, including the CEOs of Nvidia, Apple, Microsoft, and OpenAI, attended President Donald Trump's state banquet in the United Kingdom. The event coincided with the signing of a U.S.-U.K. Tech Prosperity Deal focused on nuclear, artificial intelligence, and quantum technologies. Major tech firms announced new data‑center projects and multibillion‑pound investments in the U.K., bringing a combined commitment of roughly £31 billion to boost AI infrastructure. The guest list underscored the growing prominence of tech leaders in diplomatic and economic engagements between the two nations. Read more →

Elon Musk publicly asked Microsoft CEO Satya Nadella to investigate Blizzard employees who posted critical remarks about Charlie Kirk following the politician's death. Musk shared a thread with screenshots and names, prompting a response from Microsoft that it was reviewing the matter. The incident occurs amid a broader Republican push to curb online content that praises or condemns Kirk's death, with Rep. Clay Higgins pledging congressional action against such posts. Microsoft emphasized its stance against any comments celebrating violence, while Nadella has not publicly replied. Read more →

Elon Musk publicly asked Microsoft CEO Satya Nadella to investigate Blizzard employees who posted critical remarks about Charlie Kirk following the politician's death. Musk shared a thread with screenshots and names, prompting a response from Microsoft that it was reviewing the matter. The incident occurs amid a broader Republican push to curb online content that praises or condemns Kirk's death, with Rep. Clay Higgins pledging congressional action against such posts. Microsoft emphasized its stance against any comments celebrating violence, while Nadella has not publicly replied. Read more →

Microsoft CEO Satya Nadella addressed employee concerns about the company’s future during an internal town hall, emphasizing the need to stay relevant in the AI era. The meeting also revealed significant investments in AI compute, new product features for Paint, Notepad, and Xbox, and updates to the company’s partnership strategy with OpenAI and Anthropic. Additional topics included a new EU antitrust commitment, a potential OpenAI IPO pathway, and external criticism involving Elon Musk. Overall, the communications underscored Microsoft’s aggressive push to embed AI across its portfolio while navigating cultural and regulatory challenges. Read more →

Microsoft CEO Satya Nadella addressed employee concerns about the company’s future during an internal town hall, emphasizing the need to stay relevant in the AI era. The meeting also revealed significant investments in AI compute, new product features for Paint, Notepad, and Xbox, and updates to the company’s partnership strategy with OpenAI and Anthropic. Additional topics included a new EU antitrust commitment, a potential OpenAI IPO pathway, and external criticism involving Elon Musk. Overall, the communications underscored Microsoft’s aggressive push to embed AI across its portfolio while navigating cultural and regulatory challenges. Read more →

A host of leading technology executives, including the CEOs of Nvidia, Apple, Microsoft, and OpenAI, attended President Donald Trump's state banquet in the United Kingdom. The event coincided with the signing of a U.S.-U.K. Tech Prosperity Deal focused on nuclear, artificial intelligence, and quantum technologies. Major tech firms announced new data‑center projects and multibillion‑pound investments in the U.K., bringing a combined commitment of roughly £31 billion to boost AI infrastructure. The guest list underscored the growing prominence of tech leaders in diplomatic and economic engagements between the two nations. Read more →

A host of leading technology executives, including the CEOs of Nvidia, Apple, Microsoft, and OpenAI, attended President Donald Trump's state banquet in the United Kingdom. The event coincided with the signing of a U.S.-U.K. Tech Prosperity Deal focused on nuclear, artificial intelligence, and quantum technologies. Major tech firms announced new data‑center projects and multibillion‑pound investments in the U.K., bringing a combined commitment of roughly £31 billion to boost AI infrastructure. The guest list underscored the growing prominence of tech leaders in diplomatic and economic engagements between the two nations. Read more →

Elon Musk publicly asked Microsoft CEO Satya Nadella to investigate Blizzard employees who posted critical remarks about Charlie Kirk following the politician's death. Musk shared a thread with screenshots and names, prompting a response from Microsoft that it was reviewing the matter. The incident occurs amid a broader Republican push to curb online content that praises or condemns Kirk's death, with Rep. Clay Higgins pledging congressional action against such posts. Microsoft emphasized its stance against any comments celebrating violence, while Nadella has not publicly replied. Read more →

Microsoft CEO Satya Nadella addressed employee concerns about the company’s future during an internal town hall, emphasizing the need to stay relevant in the AI era. The meeting also revealed significant investments in AI compute, new product features for Paint, Notepad, and Xbox, and updates to the company’s partnership strategy with OpenAI and Anthropic. Additional topics included a new EU antitrust commitment, a potential OpenAI IPO pathway, and external criticism involving Elon Musk. Overall, the communications underscored Microsoft’s aggressive push to embed AI across its portfolio while navigating cultural and regulatory challenges. Read more →

A host of leading technology executives, including the CEOs of Nvidia, Apple, Microsoft, and OpenAI, attended President Donald Trump's state banquet in the United Kingdom. The event coincided with the signing of a U.S.-U.K. Tech Prosperity Deal focused on nuclear, artificial intelligence, and quantum technologies. Major tech firms announced new data‑center projects and multibillion‑pound investments in the U.K., bringing a combined commitment of roughly £31 billion to boost AI infrastructure. The guest list underscored the growing prominence of tech leaders in diplomatic and economic engagements between the two nations. Read more →

A host of leading technology executives, including the CEOs of Nvidia, Apple, Microsoft, and OpenAI, attended President Donald Trump's state banquet in the United Kingdom. The event coincided with the signing of a U.S.-U.K. Tech Prosperity Deal focused on nuclear, artificial intelligence, and quantum technologies. Major tech firms announced new data‑center projects and multibillion‑pound investments in the U.K., bringing a combined commitment of roughly £31 billion to boost AI infrastructure. The guest list underscored the growing prominence of tech leaders in diplomatic and economic engagements between the two nations. Read more →

Microsoft CEO Satya Nadella addressed employee concerns about the company’s future during an internal town hall, emphasizing the need to stay relevant in the AI era. The meeting also revealed significant investments in AI compute, new product features for Paint, Notepad, and Xbox, and updates to the company’s partnership strategy with OpenAI and Anthropic. Additional topics included a new EU antitrust commitment, a potential OpenAI IPO pathway, and external criticism involving Elon Musk. Overall, the communications underscored Microsoft’s aggressive push to embed AI across its portfolio while navigating cultural and regulatory challenges. Read more →

Elon Musk publicly asked Microsoft CEO Satya Nadella to investigate Blizzard employees who posted critical remarks about Charlie Kirk following the politician's death. Musk shared a thread with screenshots and names, prompting a response from Microsoft that it was reviewing the matter. The incident occurs amid a broader Republican push to curb online content that praises or condemns Kirk's death, with Rep. Clay Higgins pledging congressional action against such posts. Microsoft emphasized its stance against any comments celebrating violence, while Nadella has not publicly replied. Read more →