Microsoft’s AI data center push is colliding with its clean power goals https://t.co/4pRfo6tVm9 ...

Amazon, Meta, Microsoft, Google, all reporting quarterly earnings in a 71 second window. And they're all telling the same story. AI demand is exploding and it's driving a massive spending race.Capex, that's the money going into data centers and chips. Microsoft's capex around $190 billion this year. Alphabet planning $180 to $190 billion.Meta raising its guide for capex to a range of 125 billion to 145 billion. and Amazon spending $44 billion in just one quarter and 151 billion over the past year on infrast ...

Amazon, Meta, Microsoft, Google, all reporting quarterly earnings in a 71 second window. And they're all telling the same story. AI demand is exploding and it's driving a massive spending race.Capex, that's the money going into data centers and chips. Microsoft's capex around $190 billion this year. Alphabet planning $180 to $190 billion.Meta raising its guide for capex to a range of 125 billion to 145 billion. and Amazon spending $44 billion in just one quarter and 151 billion over the past year on infrast ...

Google, Microsoft, and Elon Musk’s xAI have agreed to run their models by the U.S. government as Trump weighs an AI executive order. https://t.co/x6BNo2kO6D ...

Alphabet Inc.’s Google, Microsoft Corp. and xAI have agreed to give the US government early access to their artificial intelligence models https://t.co/iB2I1a3VlH ...

>> ALL RIGHT, WE'RE BACK WITH ALTIMETER'S BRAD GERSTNER, OUR ANNUAL VISIT, OF COURSE, FROM MILKEN. SO WHAT REALLY JUMPS OUT TO ME, AND I WANT TO REVISIT THIS, IS MICROSOFT AND THE FACT THAT YOU DO NOT OWN THE STOCK AS WE HAVE THIS CONVERSATION IS IS THAT CORRECT. BECAUSE THAT'S HOW I READ IT.AND I WANT TO KNOW WHY. BECAUSE SOMEBODY LIKE YOU WHO OWNS AMAZON AND NVIDIA AND ALPHABET AND META CHOOSING NOT TO OWN MICROSOFT IS A STATEMENT, WHETHER YOU WANT IT TO BE PROJECTED THAT WAY OR NOT. TO SOMEBODY LIKE ME, ...

‘Action Is Needed’—Microsoft Changes Windows Update In 10 DaysMicrosoft has confirmed there are now 1.6 billion Windows users — most of whom are affected by its decision to terminate critical Secure Boot certificates for the first time since 2011. https://t.co/KbTaAFWFFg ...

THE PENTAGON SECURES BIG AI WINThe US Department of Defense officially strikes agreements with @Nvidia, @Microsoft, Reflection AI, and @AWS for the expansive use of advanced AI tools on classified military networks.These newly signed contracts authorize "lawful operational use" of autonomous systems across the Pentagon’s most secure digital infrastructures to enhance real-time combat intelligence.This massive deployment comes as the tech industry faces historic RAM shortages and intensifying "OpenClaw Mania ...

⚡️ BIG: Microsoft launches a Legal Agent in Microsoft Word for lawyers.https://t.co/fQ4zYsQXsL ...

Samsung is expected to outearn Apple, Microsoft and Alphabet, while two other memory giants are projected to enter top-10 profit list this year https://t.co/CKo5rTUkZA ...