The Archive

Alphabet, Meta, Microsoft, Amazon, Oracle commit over $3 trillion to AI infrastructure (leases, equipment, energy, construction); raises power and financing concerns.

Learn how to configure Amazon Bedrock AgentCore Gateway for an on-behalf-of (OBO) token exchange with Microsoft Entra ID, so an AI agent can call the ServiceNow REST API while preserving the calling user's identity. AgentCore Gateway performs the exchange natively, with no interceptor Lambda or custom code.

Amazon, Microsoft, Google, Meta projected to exceed $720B capex in 2026 for AI infrastructure—3x two-year-ago spending—intensifying investor ROI scrutiny.

Microsoft's Digital Defense Report identifies government agencies as AI attack targets but lacks analysis of concurrent Microsoft vulnerability exploitation.

OpenAI, Google, Microsoft, and Anthropic adopt unified opt-out standard for AI training data scraping across crawlers.

OpenAI, Google, Microsoft, Anthropic adopt IETF policy token standard allowing publishers to opt out of training data scraping via robots.txt.

Alphabet, Meta, Microsoft, Amazon, Oracle commit $3T+ to AI capex over coming years; Alphabet pledges $1T, Meta $800B.

Big Tech returned only 9.3% cash to shareholders in 9M 2026, 15-year low, as capex redirects to AI infrastructure.

Microsoft plans $25B debt raise to fund AI infrastructure while maintaining positive free cash flow.

Jim Cramer commentary favors Microsoft's AI strategy over Alphabet based on earnings performance; market analysis without technical insight.

Microsoft and Alphabet both miss capex guidance; signals potential slowdown in AI infrastructure spending amid cost pressures.

Microsoft offers buyouts to 60,000 employees as workforce restructures around AI investment priorities.

Microsoft discloses Azure quarterly revenue of $33.2B for first time, narrowing gap with AWS in cloud infrastructure.

Microsoft generated $10B quarterly revenue from OpenAI partnership via revenue-sharing arrangements.

Microsoft reports 10 consecutive quarters of record revenue ($92.3B, +19% YoY), citing AI-driven growth.

Microsoft discontinues Copilot support on LG and Samsung smart TVs after two-year run.

Former Meta AI director Rohit Patel joins Microsoft to lead Office/Workspace competitor Ndoc.

Microsoft offers voluntary buyouts to up to 60,000 employees across multiple regions; not AI-specific layoffs.

Microsoft's Guardian Agents monitor anomalous AI agents in Project Perception, but experts caution agent-policing-agent approach may amplify risks.

Canva is diving even deeper into AI with the launch of an image generation model that competes directly with those from OpenAI, Microsoft, and Google. The model, called Canva Craft, uses a two-stage architecture that allows it to plan a design before generating an image, allowing for "greater precision, consistency and control," according to an announcement on Thursday. Canva Craft can generate images at up to 2K resolution and in more than 30 aspect ratios. In addition to generating social media posts and marketing content, it's also supposed to create realistic scenes, digital art, environm...

Microsoft’s new AI diagnostic system beat generalist doctors on hard cases, according to a study in Science. But most of the improvement seems to come from the AI models underneath, not from Microsoft’s system itself.

Microsoft AI chief Mustafa Suleyman. | Getty Images For years, AI leaders have touted healthcare as one of the clearest examples of where their technology will improve lives. Now "it is finally here," Microsoft AI CEO Mustafa Suleyman tells The Verge. The company claims to have developed an AI-powered tool it says can diagnose conditions up to four times more accurately than human doctors. The findings, published Thursday in one of the world's most prestigious journals, Science, are based on tests pitting Microsoft's AI system against human physicians on a series of scenarios drawn from medic...

Microsoft points the blame for ConnectWise's breach at a China-aligned hacker, which relied on AI agents to rapidly hack into thousands of its customers.

It was a busy summer for AI lobbyists. Anthropic, OpenAI, and Nvidia each had their highest-spending lobbying quarter between July and September, federal disclosures show. Nvidia spent the most of the group at $2.2 million, followed by Anthropic's $2.1 million and OpenAI's $1.5 million. Compared to other Big Tech companies with long-established presences in Washington, the sums aren't out of the ordinary. Microsoft, for example, has spent at least $2 million a quarter going back to 2021, and Google regularly spends over $3 million, including this quarter. But it's a clear signal that the thre...

Today, I’m talking to Bill Gates, cofounder and former CEO of Microsoft and chairman of the Gates Foundation. You may have noticed Bill in the news more lately — he’s been on something of a tour for the past few months, ever since publishing an essay in late August titled “The turbulent AI era is here. The choices we make now are critical.” In his piece, Gates ratcheted up his rhetoric around AI safety, writing that “even under the best circumstances, the transition to this new AI era will be one of the most turbulent times in human history.” In interviews since, Gates has called AI “the most...

Marvell, Microsoft, Oracle collaborate to standardize NIST FIPS 140-3 Level 3 HSM for cloud/hyperscale data center hardware security.

eMudhra Intermediate CA Compromise This is very, very bad news: The private keys of eight eMudhra intermediate CA certificates have been compromised. They chain to roots trusted by the Mozilla, Microsoft, Apple and Chrome root programs and by many downstream trust stores. Any software that bundles a list of trusted certificates needs to be updated. This site is tracking software updates via this GitHub repository - Linux distros need to update their ca-certificates packages. In Python world uv 0.13.4 and pip 26.2.2 and certifi 2026.10.19 have been released with upgraded certificate lists. Tag...

Microsoft wants enterprises to closely watch the agents employees use with systems not controlled by AI labs like OpenAI and Anthropic.

Microsoft and Nvidia held a launch party for the first wave of RTX Spark laptops last week in San Francisco, where a new wave of AI PCs took center stage amid a packed crowd and a lively hands-on area. A day after the media event, I was invited to a quieter Nvidia event to hear a lot more about the new RTX Spark computing platform. While Nvidia's new laptops might look like regular Windows machines, the chips inside are Arm-based, instead of the traditional x64 architecture used by AMD and Intel. Combined with a powerful GPU, RTX Spark is designed for the future of AI, and it means a lot of w...

Old-school physics-based weather forecasting and even new AI models typically become less reliable beyond two weeks, a problem Microsoft claims to have solved using machine learning. Researchers with the company say they've found a new, cost-effective way to make more accurate weather forecasts two to six weeks in advance - allowing farmers and emergency responders to plan ahead with greater certainty. The findings were published today in the journal Nature, and the tool is now open-source software. Microsoft joins Google, Nvidia, and other companies developing AI tools for weather forecastin...