Macron just got France a big 75 billion euro AI push from SoftBank
The Japanese investment holding company SoftBank has announced plans to invest up to €75 billion $87 billion in France’s AI infrastructure, including AI data centers. …
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Apple is expanding Private Cloud Compute beyond its own data centers
… Apple will be using this new infrastructure to execute more demanding AI tasks while maintaining the same privacy and security guarantees of PCC. …
Microsoft faces shareholder lawsuit over masking AI costs and slowing Azure growth
… Its Q3 2026 results showed its run rate from its AI business was hitting $37 billion, proving that enterprise demand for its infrastructure is very real and continuing to scale. Microsoft isn't the only company pouring billions into infrastructure for the AI boom. …
Microsoft deepens SK hynix partnership as it seeks to reduce reliance on NVIDIA
… It will bring together around a 100 executives and policymakers from around the world who can have frank and private discussions about hot topic issues such as generative AI, cloud infrastructure, and AI data centers. …
Anthropic surpasses OpenAI in both revenue and valuation
… These companies are critical to the AI infrastructure supply chain, specifically memory, storage, and chip supply chains, which are becoming increasingly important as frontier AI labs compete for compute. …
Microsoft unveils new security tools for IT admins and developers building AI products
… In the same vein, Microsoft unveiled the following technologies too: Preview available: Microsoft Execution Container MXC SDK for OS-level control over agent execution Through Defender AI model scanning, developers can inspect model artifacts Generally available: Windows 365 for Agents, generally a… …
OpenAI is making Codex more useful in Chrome and the cloud
… This will be an important capability for enterprises that want to deploy AI agents in production while maintaining control over infrastructure, data, security boundaries, credential scope, logging, and review workflows. …
Nvidia CEO Jensen Huang says this tech firm is the next trillion dollar company
… It is also supplying the AI infrastructure build-out, making it a super important company in the AI revolution. …
OpenAI launches a standalone company for enterprise AI deployment
… Based on the company’s announcement , this new unit, called the OpenAI Deployment Company, is designed to “help organizations build and deploy AI systems they can rely on every day across their most important work.” The venture remains under OpenAI’s majority ownership and control, and it is launch… …
Microsoft AI boss no longer believes that AI will replace human workers
… His February comments also detailed plans for Microsoft to achieve self-sufficiency with a $140 billion infrastructure budget to train frontier models, predicting that creating a customized AI will soon feel like creating a podcast or a new blog: Creating a new model is going to be like creating a … …