Microsoft

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read

Photo via Doug Nicotera/ZUMAPRESS/Newscom

Energy

Regulator Helps Constellation Energy Fast-Track Three Mile Island Revival

The plan is to bring the infamous power plant back online sometime next year to service a nearby glut of power-hungry Microsoft data centers.

2 min read
Photo via Ibanez-Picciarella/ZUMAPRESS/Newscom

Artificial Intelligence

As Anthropic Files for IPO, AI Savings Disappoint America’s C-Suites

40% of nearly 1,000 major companies surveyed by Bain & Company found cost reductions from AI use of just 10% or less.

2 min read
Photo via Nvidia/Youtube

Semiconductors

Nvidia Introduces PCs Made for Agentic AI Power-Users

Running AI agents around the clock can consume hundreds of millions, or even billions, of tokens (units of data) a week.

1 min read

Artificial Intelligence

Neocloud Competition Heats Up As Nebius’ Market Value Rivals Coreweave’s

Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

2 min read

CIO Upside

Microsoft Patent Highlights Weaknesses in Code Generators

Photo via U.S. Patent and Trademark Office

AI-powered coding has emerged as one of the best use cases for the powerful foundational models.

1 min read

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

Big Tech

Big Tech Pulls Off a Very Big Earnings Week

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read
Photo by Vlada Karpovich via Pexels

Finance

Can the S&P 500 Sustain a #HotStockSummer?

On Tuesday, the S&P 500 closed down 0.3%, snapping a remarkable streak of six straight closing highs through Monday.

2 min read
Photo via Ed Hardie

CIO Upside

Microsoft SharePoint Attacks Show Weaknesses of On-Prem Storage vs. Cloud

‘Given enough of an attack surface … it is going to be attacked’

2 min read

Big Tech

Google Search Weathers AI Storm — For Now

Photo by JHVEPhoto via iStock

The cannibalization of traditional search by AI chatbots is difficult to quantify, though by all accounts AI is already taking some nibbles.

2 min read

Photo via Sven Hoppe/dpa/picture-alliance/Newscom

Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read
Photo by Getty Images via Unsplash

Energy

Westinghouse Lays Groundwork to Build 10 New Nuclear Reactors

Westinghouse has changed hands a bit since completing its last nuclear reactors, both at Plant Vogtle in Waynesboro, Georgia.

2 min read
Photo via U.S. Patent and Trademark Office

CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

These technologies still have some trustworthiness issues.

1 min read

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