… The non‑GAAP numbers remove the financial impact of Microsoft’s OpenAI investments to show underlying performance. Microsoft mostly beat expectations across the board. But investors are now focused less on the results and more on whether Microsoft’s massive AI spending can keep delivering returns. …
… The company’s chips remain the gold standard for training large AI models, with customers spending billions to acquire the company’s hardware for their datacenters. …
… MORE CONTEXT Oracle says AI coding tools are helping it dodge the SaaSpocalypse Oracle moves to assure MySQL community it really does care Oracle and OpenAI's Texas Stargate datacenter expansion reportedly on the skids Oracle Java licensing worries are percolating through the userbase Bond, debt bo… …
… SpaceX is “offering AI compute as a service at significant scale,” he said. SpaceX has been spending enormous amounts of money on AI since the company merged with Elon Musk’s xAI earlier this year. …
I'm a recent grad from UMich and built AgentShield because agentic AI is moving fast but payment safety hasn't caught up. Agents are already being handed API keys, stablecoin wallets, and payment credentials - if one mis…
Seriously, the amount of snake oil out there right now is insane. My c-suite keeps buying these "autonomous AI agents" thinking they're going to replace half the SOC, and instead I'm just spending my entire week babysitt…
After watching Anthropic's recent postmortem (anthropic.com/engineering/april-23-postmortem), I've been thinking about the way I approach Claude Code differently. They lowered default reasoning effort to fix latency, cal…
… Some of the challenges we're facing are industry-wide challenges: slower growth, weaker spending, and tougher cost economics; current consoles selling less than last generation's; and games competing for time against other increasingly-engaging forms of entertainment. …
… Assuming BoD capital appropriations generally represent roughly the next 12 months of spending activity, the trailing twelve-month Advanced Node equipment authorization level has now climbed to approximately $55.0B. …
… TechCrunch Events View Bio Most Popular As workers worry about AI, Nvidia’s Jensen Huang says AI is ‘creating an enormous number of jobs’ Elon Musk sent ominous texts to Greg Brockman, Sam Altman after asking for a settlement, OpenAI claims Anthropic and OpenAI are both launching joint ventures for…
… Some American AI tech companies are spending billions of dollars to acquire talent. …
Peter Steinberger, the Austrian developer behind OpenClaw who joined OpenAI in February , posted a screenshot of his API usage dashboard on Friday showing $1,305,088.81 in OpenAI spending over 30 days. …
… Apple believes this continuing partnership will be an important one for its AI efforts moving forward. …
