Mehta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service as meta consumes trillions of tokens via the platform. Circular business dealings remain a concern. Brady Forbes wrote this story.It's one of the most read all across different Bloomberg platforms. I heard that right. Meta is one of Microsoft's biggest customers.Explain. Yeah, it's kind of funny, right. I mean, it's it's this, uh, circular business dealings, as ...

Retail & Consumer Sector - Walmart reported a rare quarterly sales miss with growth slowing to 2.6% in the last quarter, marking its lowest rate in six years [2][3][71] - Walmart shares fell more than 7% to over 9% following the disappointing earnings report [52][68][141] - Pharmacy business dragged on Walmart due to federal drug price negotiations making drug prices lower [3] - Walmart implemented up to 11,000 price rollbacks while competitors like Target reduced prices on 10,000 items amidst aggressive retail competition [76] - US national debt topped $40 trillion for the first time, more than doubling over the past decade [25] Technology & AI Sector - Meta quietly became one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access AI models through Microsoft's Azure cloud services [6][163] - Alibaba reported underwhelming earnings with profits plunging more than 75% as the company increases spending on AI while Chinese consumers pull back [122] Macroeconomic & Market Dynamics - US Treasury 30-year yields and bond markets faced continued pressure, remaining just a few basis points away from levels seen prior to the Treasury buyback announcement [24][87] - Brent crude oil prices climbed, trading around $93 to $94 per barrel [50][120] - Private buyers of US Treasuries, including mutual funds, foreign investors, banks, and households, now hold 70% of Treasuries compared to 30% a decade ago [20]

RT None (@None)scoop: Meta is spending hundreds of millions per year on AI through Microsoft Azure. Trillions of tokens a week. $msft $meta https://t.co/Se97FZwluG ...

This game, I just decided, is called deal with it, fix it, or upgrade. I'm going to throw a bunch of gadgets at you. Let's assume these are all sort of mid-sized problems.Like things that will cost me some money to fix, but it's not completely ruined. Yeah. Um Xbox Series X.Pretty recent Xbox. >> Fix it. >> Okay.Same for a PlayStation 5. >> Fix it. Are we talking about the day one PlayStation or are we talking about like the PlayStation 5 like slim or the pro.Cuz the slim and the pro I would say yes. Okay. ...

RT None (@None)Microsoft's biggest AI customers are other tech companies - OAI, TikTok, Meta, Adobe, Sierra, etc https://t.co/fQZxV8VcCf ...

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Cloud Infrastructure and Deployment - Azure is now available as a cloud option for deploying agents within BNB Agent Studio [1] Financial Support and Incentives - Microsoft provides a funding pool of 1,000 USD (one thousand US dollars) in credits to cover cloud usage [1] - The deployment and credit offering require no Azure account and no credit card [1]

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:07 SpaceX's $60B Takeover of Cursor 08:04 Why Zuck Didn't Buy Cursor 14:10 Microsoft Is the ...

Meta has become one of Microsoft’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry https://t.co/chAAHx4yBC ...

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