Samsung HBM roadmap shows Google could become Nvidia's fiercest competitor in AI by 2026, but I wonder what's happening to Microsoft
The HBM space is currently dominated by South Korean memory giant SK Hynix and its chief rival (and neighbor) Samsung, ...
Microsoft, Meta back big AI spending despite DeepSeek's low costs
Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...
Microsoft forms Advanced Planning Unit to support its AI efforts
Mustafa Suleyman, chief executive of the company’s Microsoft AI group, announced the new team today in a series of posts on X. It will be known as the Advanced Planning Unit, or APU for short. The ...
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Windows Report8d
Microsoft Forms will use Copilot to scan your files and extract information for quizzes, and surveys
Microsoft Forms will use Copilot's AI capabilities to help users create forms, quizzes, and surveys in a matter of seconds.
Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
Read here for an analysis of Microsoft's Q2 2025 financial results, including revenue and EPS growth, AI performance, CAPEX plan, and target price recommendation.
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...