The market can be a fickle beast. One moment, it is cheering; the next, it is sulking. On Oct. 29, when Microsoft (MSFT) dropped its latest earnings, the crowd gasped as shares slipped about 2.9% the following day. Funny thing is that the company beat expectations. Investors were simply spooked by Microsoft’s growing appetite for capital expenditures, which shot up 74% year-over-year (YOY) in the most recent quarter. Half of that spending went straight into GPUs and CPUs, fuel for Azure’s unrelenting hung ...

OpenAI的1.4万亿算力订单，正式开启大甩卖。 跟着量子位来看看，OpenAI这次砸给亚马逊的380亿美元，究竟砸出了些什么。 这不，亚马逊第一个吃到了奥特曼画的大饼，一口气拿下了380 亿美元的大单。 咱就是说，不愧是号称IPO估值上万亿的公司哈，几百亿的算力合同说签就签。 奥特曼这买GPU随意得跟收集宝可梦一样…… 不过话说回来，OpenAI前几天才刚被微软「爆猛料」——上季度血亏115亿美元。 即便都亏成这样子了，奥特曼依然保持着挥金如土的作风，签380亿美元的单子依然眼睛都不带眨的。 这不免令人有点担忧：奥特曼，你这钱包，真能撑得住吗？ 面对网友们的质疑，奥特曼近日在播客上给出的回答很强硬： 那些在网上对我们算力支出大惊小怪的人，要是能买到OpenAI的股份，肯定抢着往里冲。 好好好，这口气是真不小。 380亿美元塞给AWS 与微软彻底结束云绑定关系还不到一周，OpenAI便火速牵手亚马逊，宣布达成一项价值380亿美元的云计算战略合作协议。规模远超此前任何SaaS客户的 采购额，业内人士称之为史上最大的云服务合同之一。 消息一出，亚马逊股价早盘飙升超5%，市值一口气涨了近1400亿美元，直接刷新历 ...

以下文章来源于算法爱好者 ，作者小蒜 算法爱好者 . 算法是程序员的内功！「算法爱好者」专注分享算法相关文章、工具资源和算法题，帮程序员修炼内 功。 【导读】：最近 GitHub 高级工程师 Sean Goedecke 新分享的一篇文章《 Mistakes I see engineers making in their code reviews 》在 HN 引发热议。 过去两年里，代码审查的重要性大幅提升。现在用大语言模型（LLMs）生成代码很容易，但审查代 码的难度丝毫没减。许多软件工程师花在审查自己 AI 工具输出上的时间，已经和审查同事代码的时 间持平，甚至更久。 我发现很多工程师的代码审查方式并不恰当。当然，代码审查的方法有很多种，所以我的观点很大 程度上只是基于个人的工程偏好。 他在文中结合当下 AI 生成代码增多、审查难度加大的背景，指出工程师审代码常犯的 5 个错误，如 只盯 diff、留太多意见等，还给出"优先通过常规 PR""AI 生成代码需严审" 等实用建议，帮大家避开 误区，提升审查效率。 工程师在代码审查中常犯的 5 个错误 别只审查代码差异（diff） 我见过的最大错误，就是审查时只 ...

Core Viewpoint - Microsoft is a global leader in software development and support services, focusing on enhancing productivity and business operations across various sectors [2][6]. Company Segments - Microsoft operates through three primary segments: - Productivity and Business Processes, accounting for about 50% of sales, includes products like Microsoft Office and Dynamics 365 [3]. - Intelligent Cloud, making up around 41% of sales, is driven by Azure and includes GitHub and server products [4]. - Personal Computing, which covers Windows operating systems, Surface devices, and Xbox gaming services [4]. Competitive Landscape - Microsoft faces competition from major technology companies such as Amazon (AWS), Google (Google Workspace), Apple, and Oracle in various sectors [5]. Unique Value Proposition - Microsoft holds a competitive advantage through its diversified product portfolio and the integration of artificial intelligence across its ecosystem, particularly in Azure and productivity software [6][11]. Recent Financial Performance - In Q1, Microsoft reported adjusted earnings of $4.13 per share, with revenues growing 18% year-over-year to $77.67 billion, surpassing estimates [7][8]. - The Intelligent Cloud division generated $30.9 billion, with Azure revenue growing 40% year-over-year [8]. Future Outlook - The fiscal second quarter sales forecast is between $79.5 billion and $80.6 billion, slightly higher than previous expectations [9]. - Azure revenue is expected to grow 37% year-over-year next quarter, which is a decrease from the current quarter's growth rate [10]. Investment and Growth Strategy - Microsoft is strategically positioned to leverage the AI boom, supported by a $368 billion backlog for Azure and a growing user base for Microsoft 365 Copilot [11][12]. - The company has a net income margin of over 36%, significantly higher than the sector average, indicating strong profitability [14]. Technical Analysis - Microsoft's stock has shown a one-year price performance increase of approximately 25%, outperforming the S&P 500 [17]. - The stock is currently rangebound, with resistance at $555 and support around $495 [18]. Long-term Positioning - Microsoft continues to invest in AI infrastructure and partnerships, maintaining a competitive edge in enterprise technology [19][20].

Product Introduction - Introduces "Company Knowledge," a new feature in ChatGPT for business use [1] - Company Knowledge is powered by an optimized version of GPT-5 [1] - The feature connects to apps like Slack, SharePoint, Google Drive, and GitHub [1] - It aims to provide accurate, cited answers based on workplace data [1] - Data privacy, protection, and control are emphasized [1] Target Audience - Available for ChatGPT Business, Enterprise, and Edu users [1]

Core Insights - Meta's CEO Mark Zuckerberg views time as the only enemy in the AI race, investing hundreds of billions and offering nine-figure salaries to attract top talent, while accelerating internal engineering processes from hours to minutes to close the gap with competitors like OpenAI and Google [1][3][6] Group 1: Investment and Talent Acquisition - Meta has made significant investments in AI, including restructuring its AI team and offering salaries as high as $250 million to attract top talent [5][3] - The company has established the Meta Superintelligence Lab (MSL) to centralize all AI operations and expedite development [3][1] Group 2: Internal Revolution and Infrastructure Changes - MSL is pushing for a deep internal revolution to adopt faster engineering tools and accelerate AI development [1][9] - Meta is transitioning from its slow legacy systems to more agile platforms like Vercel and GitHub to enhance productivity and reduce deployment times from 99 minutes to under 2 minutes [12][14] Group 3: AI Usage and Employee Engagement - Meta has implemented various measures to enforce AI usage among employees, including tracking AI usage rates and setting specific targets for different departments [2][17] - The company has gamified AI adoption through a project called "Level Up," rewarding employees for completing tasks that involve AI tools [21][23] Group 4: Leadership and Strategic Direction - Nat Friedman, former CEO of GitHub, is leading the product and application research team at Meta, emphasizing the urgency to adopt faster development practices [7][9] - Zuckerberg has expressed a willingness to incur losses in the short term to avoid missing out on the potential of AI, highlighting the critical nature of rapid action in this technological race [6][1]

Core Insights - Microsoft is heavily investing in artificial intelligence and cloud infrastructure, planning nearly $30 billion in capital expenditures for Q1 FY26 to enhance data center capacity and GPU availability [1][9] - The company anticipates Intelligent Cloud revenue growth of 25% to 26% and Azure growth of approximately 37% in constant currency for the same period [2][9] - Microsoft's integration of advanced AI tools like GPT-5 and the launch of the Microsoft Agent Framework are key components of its strategy to expand its AI capabilities [3][9] Investment and Growth Strategy - Microsoft aims to solidify its leadership in the AI economy through significant investments in AI and cloud infrastructure, particularly in international markets such as India and the U.K. [2] - The total revenue growth for Microsoft is projected at 13% for FY26 and 14.3% for FY27, aligning with the expanding AI infrastructure market, which is expected to grow at a CAGR of 29.1% from 2025 to 2032 [4] Competitive Landscape - Amazon is increasing its AI investments with nearly $100 billion planned for 2025, focusing on AWS expansion and custom AI chips, which positions it as a strong competitor to Microsoft [5] - Alphabet is also ramping up its AI spending to $85 billion in 2025, leveraging its DeepMind and Google Research capabilities to enhance its AI offerings [6] Financial Performance - Microsoft's share price has increased by 24.5% year-to-date, outperforming the Zacks Computer – Software industry and the broader technology sector [7] - The forward 12-month Price/Sales ratio for Microsoft is 11.68X, indicating a premium valuation compared to the industry average of 8.63X [10] Earnings Estimates - The Zacks Consensus Estimate for Microsoft's fiscal 2026 earnings is $15.41 per share, reflecting a 12.98% year-over-year growth [13]

Core Point - GitHub has officially introduced "Sign in with Apple" to simplify the registration process for iOS developers and Apple ecosystem users [1][2]. Group 1: New Feature Overview - The new feature allows new GitHub users to register by selecting "Continue with Apple," significantly reducing the complexity of the registration process [2]. - Existing GitHub users can link their Apple ID to their accounts, enabling them to log in without remembering a separate GitHub password, thus enhancing login efficiency [2]. Group 2: Security Measures - GitHub emphasizes account security, recommending users enable two-factor authentication (2FA) for enhanced protection [3]. - 2FA requires users to provide two different types of credentials for verification, adding an important layer of security even if Apple ID credentials are compromised [3].

Meta Platforms Inc. (NASDAQ:META) is shifting its AI prototyping work to external developer platforms.Check out the current price of META stock here. According to internal memos obtained by Business Insider, Meta is integrating tools like Vercel and GitHub as part of a restructuring of its engineering stack to enhance speedPush Toward Faster DevelopmentThe move comes under the company's new Meta Superintelligence Labs (MSL), launched as part of CEO Mark Zuckerberg's multibillion-dollar gamble on advanced AI ...

Core Viewpoint - Australia is implementing new regulations starting December 10, 2025, prohibiting children under 16 from using social platforms deemed harmful, which may include GitHub among others [6][15]. Group 1: Regulatory Actions - The Australian eSafety agency is assessing various platforms, including GitHub, to determine if they fit the legal definition of a "social network" [9]. - Platforms like Facebook, Instagram, TikTok, YouTube, and X are already on the list of those considered potentially harmful to children [6][15]. - eSafety has initiated a self-assessment tool for around 100 platforms to evaluate their compliance with the new regulations [15]. Group 2: Public Reaction - The decision has sparked ridicule online, with users questioning the classification of GitHub as a dangerous platform for children [11][12]. - Some users speculate that the ban may be a method to control access to open-source tools that could be used to bypass censorship [14]. Group 3: GitHub's Functionality - GitHub is primarily a platform for programmers to store, share code, and collaborate on projects, but it also has social features like commenting and image sharing [10]. - There are concerns about the presence of malicious software and phishing tools on GitHub, which could pose risks to children [10].