Microsoft and Google face $650bn AI spending test as sell-off opens fresh entry point

Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set ...
Opinion
Unite.AIOpinion

Microsoft’s AI Chief Puts 18 Months on White-Collar Work

Mustafa Suleyman, Microsoft's head of AI, told the Financial Times this week that "most, if not all" white-collar computer tasks will be "fully automated" within 12 to 18 months. Lawyers, accountants, ...

Meta Beats Microsoft At AI Monetization - Here's Why

Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...
SiliconANGLE

Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...
VentureBeat

Inflection AI bets on porting Pi chatbot data amid enterprise shift

Inflection AI, the startup that developed the Pi AI assistant and then witnessed a massive team shuffle following the hiring of its co-founders by Microsoft, is betting on data portability. The ...
Visual Studio Magazine

Azure Broadens AI Options from Models to Hybrid Deployment

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...