Microsoft

Sam Altman on the amount of compute needed if 50% of the world were using personal AI assistants to its full capabilities: "How many GPUs do you want working for your personal assistant? When people talk about the global market for GPUs…

$META Does timing matter? Honestly, not that much to me. It matters a lot in the short term and very little in the long term. This week is a perfect example. META posted a strong quarter (time the rip +5%), but the guidance didn’t give us…

ARTEX, an open-source Chinese AI cyber tool, seems to be involved in a number of AI cyberattacks: Korean banks, Japanese firms, and now a Microsoft alert. Crucially, this is not an AI model. It’s a harness that can use any AI…

The headline out of Anthropic's expected S-1 this week will be the valuation, something north of $2 trillion depending on which leaked number you trust. The filing itself, once it's public, will show something more useful than that. The…

Code review does not scale to how much code agents can write in a day, and a test suite only proves the specific cases somebody remembered to write. Microsoft Research and GitHub Next shipped something this week that closes that gap with…

I dunno, at some point we just need to unalign Claude and let it save the free world ... https://t.co/vtvoPHKWp4 https://t.co/iFPRYyIXpB

2,900 sign-in attempts a minute. That's the number Microsoft published this week for a single actor's agentic penetration test, and it's the number that should worry anyone still assuming AI security tooling is mostly a defender's…

Two stories broke the same week that tell you where AI security actually stands. Wiz, the Google-owned security shop, Calif, and OpenAI's own red team independently found two critical PHP flaws in August using GPT-5.6 Sol and Google's…

BofA: TrendForce states Nvidia's AI-server share moderates from 66.9% in CY26 to 62.6% in CY27 as “Others” rises from 26.0% to 29.6%. Custom ASICs increase from 26.1% to 29.6% of AI server shipments, led by hyperscaler programs. $NVDA…

Expert call covering GUC – Google CPU & TPU v10 ASIC outlook, Microsoft Maia 200 ramp, TK1 vs. TK3 margin dynamics, TSMC capacity support, and 2027 hyperscaler volume trajectory. $MFFT $META $GOOGL https://t.co/VvdNhBSJFv

Nomura: global data center power usage by application $NVDA $AMD $VRT $GOOGL $MSFT $META $AMZN

Morgan Stanley sees the cost per new MW peaking at $51.8 million in FY27, before sliding to $47 million in FY29E. $MSFT $NVDA $AMZN $GOOGL $META https://t.co/IC6zlAbmhs https://t.co/8zXgV111pw

Idle GPUs in the middle of the worst GPU shortage in memory sounds like a contradiction. It isn't, and Shadeform just shipped the feature that explains why. Microsoft is reportedly sitting on $80 billion of unfulfilled Azure orders, and…

CEO of Google, Sundar Pichai, on compute demand and AI bubble possibility: Q: Ben Horowitz relayed Andy Jassy had something like compute is sold out till 2028, are you seeing the same thing? "If today a customer is coming out and asking us…

CEO of Lumentum, Michael Hurlston, on the impact of yields on capex spend: "The CFO of Alphabet came on just a couple of days ago and was talking about their capex going up year over year. For the most part, I think, the hyperscalers…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but there is not. https://t.co/rmuECPbCrN

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

Skyfall's launch thread says SKY-001 beats every frontier model tested on CAD and BIM. Skyfall's own research post is more careful: it "matches or exceeds" them. That gap between the tweet and the paper is the whole story here. The real…

Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL

AWS keeps pitching Trainium as a plug-and-play Nvidia alternative, and the actual migration story is more honest than the marketing. PyTorch and JAX code mostly ports to the Neuron SDK with modest changes, not zero changes. Custom CUDA…

We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and $1.81 TRILLION in 2028 when operating…

→ Microsoft: eigen chips, meer controle. → AMD: een flexibel serverrek voor AI-agenten. → Workday: software die je verzoek uitvoert. → Google en Hue: je lamp krijgt lokale bediening. → Anthropic: een AI-model op vijftien tv-kastjes.…

Microsoft pulls out of UK Nscale data centre deal over power delay https://t.co/vsjoL6aVmR

Keybanc: We believe Marvell is likely to win Maia 400 over Mediatek and Broadcom. Maia 300 is expected to be in MP in 1H27 with ~500K unit shipments next year, while Maia 400 is expected to ramp in 1H28. $MRVL $MSFT

Goldman Sachs estimates Microsoft will scale to ~40 GW of capacity by mid 2030. $MSFT https://t.co/KOx7K5tG6p

A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has…

Samsung raised its 32GB DDR5 price from $149 to $239 in September. That's a 60 percent jump in one month, and it isn't the top of the curve. Contract DRAM pricing more than doubled this year, from about $7 a unit to $19.50, and Gartner is…

Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026-28E. $DELL $HPE $NVDA $AMD $GOOGL…

Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, which ministers had called the country's…

J.P. Morgan: AI CapEx > 2026 Capex Forecast: Growth estimate raised from +80% to +85% YoY. This adds over +$270B in incremental spending (a new record step-up, beating 2025). > 2027 Capex Forecast: Growth estimate raised from +50% to +70%…

NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL

I met a lot of people today at @TheHumanoidHub’s conference in San Francisco and I definitely was the stupidest one in the room. A role I am used to, but my meager brain struggles to keep up with people building robots. So many had…

UBS: AI power TAM growing to $91.1 billion by 2030E, up from $17.7 billion in 2026E. Of the $91.1 billion, $49 billion dedicated to GPU power TAM, while the other $42 billion for ASIC. $GOOGL $MSFT $META $ORCL $NVDA $AMD $AMZN

According to Korean media, Microsoft, Google, Amazon and Meta are speeding up their in house AI chips. That could open up a SECOND group of HBM buyers beyond $NVDA. Microsoft's Maia 300 is expected to ship more than 1 MILLION units next…

Keybanc on Intel: Qualcomm's AI300 is expected to use EMIB-T AWS is evaluating EMIB-T for Trainium 4 Intel is getting meaningful traction with EMIB-M with design wins expected with AWS for Trainium 3 and Microsoft for its server CPU Cobalt…

HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN

Bloomberg shared this visual showing the estimated cost of building a data center. Of the estimated $29.2 billion, $17.1 billion (or 58.5%) is dedicated to chips & servers. $NVDA $DELL $GEV $AMD $GOOGL $META $MSFT https://t.co/ay4TmgkRo4

Ryan officially on team Chang Robotics Fund, representing world class start-ups in manufacture tech. See you there! https://t.co/52QUeyQSqI

Building infrastructure for Physical AI requires more than understanding the technology. It requires knowing how to turn a promising idea into a system that can operate at scale. @vangrid_io brings together two complementary backgrounds.…

Maia 200 shipped in January. Maia 300 lands nine months later: TSMC N2P, 288GB HBM4 at 18TB/s vs 216GB at 7TB/s, 96 per rack vs 48, 950W vs 750W. Microsoft claims 40% more tokens per megawatt than GPU systems; production 2027. The cadence…

J.P. Morgan is forecasting a ~300GW shortfall in global AI compute by 2031E. $NVDA $AMD $GOOGL $MSFT $META $AVGO $AMZN https://t.co/iZrvcU2svc https://t.co/yzzhhhEN7G

Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "We do not have line of sight to when…

Top stories in AI today: - Meta’s Muse Wonder lands at the frontier - Andrej Karpathy sketches AI’s ‘sharp funnel’ - Put Meta’s new Muse Wonder to work - Microsoft’s Maia 300 takes aim at Nvidia https://t.co/SpJmTKfs96

𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own humanoid bodies. @GoogleDeepMind,…

Microsoft Maia 300 is a hiring story as much as a chip launch. KORE1's take: the bottleneck isn't the silicon, it's the ML compiler engineers who make it useful. https://t.co/tFzlBZpkzh https://t.co/EDLcmTKqMP

Who designs the chip after Microsoft Maia 300? The same small pool Google, Amazon, Meta, and OpenAI are recruiting from. KORE1 breaks down which chip roles get squeezed first. https://t.co/tFzlBZpkzh https://t.co/liozv8z01k

Microsoft Maia 300 enters production in 2027, and the SIA projected about 67,000 U.S. chip jobs at risk of going unfilled by 2030. KORE1 expects compiler and validation engineers to feel it first. https://t.co/tFzlBZpkzh…

Citi: CSPs data center capex is expected to increase to ~$1.6 trillion in 2030E, with global capex spend increasing to ~$3.8 trillion. Google to see the strongest capex growth through 2030. $GOOGL $AMZN $META $MSFT

This..... https://t.co/XXq8766RZ5

Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based systems, and Maia 200, already running across…

NEW: Microsoft introduced its new Maia 300 chip, with Satya Nadella calling it the "biggest bet yet on our own silicon." The company says it gets 40% more AI work out of the same power than top chips today, and it will start running…

Microsoft plans huge deployment of its own AI chips, with an eye on saving costs https://t.co/LzBK1OMuf4

This is the reason Microsoft is cutting its Claude token usage. Microsoft just announced it will scale its own AI chip, Maia, to multigigawatt deployments starting in 2027. Maia will become the main system running AI inside Microsoft's…

UBS: "As a reminder, for C2027 we anticipate ~50GW of compute shipments (requiring ~57GW of powered data center including PUE factor) against current visibility for ~38GW of powered shell when excluding early-stage power plant projects. In…

"Bernstein has raised its forecast for the global data center XPU ASIC market in 2028 from $140–160 billion to $250–300 billion, with projections for 2026 and 2027 at $50–70 billion and $130–150 billion, respectively." $GOOGL $AVGO $MRVL…

David Lazovsky, EVP & GM, Data Center Networking Business Group at Marvell Technology on AI inference: "3 years ago 1/3 of total data center infrastructure was focused on inference, today north of 60% and over the course of the next 2-3…

Former CEO of Intel, Pat Gelsinger, sees more AI data center delays coming due to lack of energy capacity: "We just need more capacity, and fundamentally, energy capacity omewhat dampens how you fork we can get on AI. Because, you know,…

Microsoft showing off the ability to run DeepSeek V4 Flash locally on a Surface laptop. “It’s possible to bring more of the frontier to your PC.” https://t.co/1z7P7pyRol

Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion…

Mecka AI just raised a $60M Series B led by Sequoia. NVIDIA, Microsoft M12, Qualcomm, and Samsung also participated, along with angels including Tony Xu, Frank Slootman, and former Tesla Optimus lead Milan Kovac. Total funding now exceeds…

$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by…

Physical-world data is the new oil Mecka AI has raised a $60M Series B, led by Sequoia Capital, with NVIDIA, Qualcomm, Microsoft and Samsung among the new investors. It captures human activity in the real world and turns it into training…

This.... https://t.co/5Faed9Ijs3

Robotics' biggest bottleneck? Data. Mecka AI is cashing in with human motion data for robots. • $100M annual revenue run rate • $300M projected 2026 revenue • $500M valuation • $68M raised Backers include Sequoia, NVIDIA, Microsoft,…

🇺🇸Trump will hand National Medal of Science awards to @ElonMusk, @Nvidia’s @JensenHuang, @Google’s Sergey Brin and @AMD’s @LisaSu at the White House on Thursday. @MichaelDell and @Microsoft’s @SatyaNadella will get the National Medal of…

Microsoft Brings Powerful AI Directly to PCs https://t.co/t1sWe16biq

Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. > LPUs pair with TPUs at a 2-to-1 ratio…

Expert Call: Memory - Key Takeaways > Contracts are moving from flexible 2–3 year terms to 5yr+ take-or-pay structures with upfront deposits and price floors/ceilings, prioritizing downside protection for suppliers. > Tight conventional…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

Kawasaki Targets a Fully Autonomous Humanoid by 2030 According to Nikkei Asia, Kawasaki Heavy Industries is targeting a fully autonomous humanoid robot by 2030. Its latest Kaleido 9 is the ninth generation of a humanoid program Kawasaki…

In plant floors and enterprise IT, safety never lives inside application logic. The operational risk with autonomous agents is granting write access to legacy systems that lack rollback paths. Guardrails belong at the deterministic…

Today was absolutely insane in the stock market Here's everything you need to know: 1. Weak September jobs report continues fueling bets the Fed skips an October hike 2. The Nasdaq hit a record high as megacap tech led 3. $NVDA, $META,…

Building infrastructure for Physical AI requires more than an ambitious vision. It takes experience in deep tech, distributed systems and turning complex technology into products people can actually use. One thing that stands out to me…

A good overview by UBS of the market participants in humanoid robot related sectors $MSFT $NVDA $QCOM $AVGO $MU $AMZN https://t.co/A0yxpRgeLh

I share posts I like from the AI community and add my evening’s thoughts on. I don’t care if a dude is teleoperating my @1x_tech Neo robot if it, er he, is entertaining my friends and making them drinks in our kitchen. Can he make great…

Behind every ambitious Physical AI network, the team building the infrastructure matters just as much as the vision. @vangrid_io brings together experience across deep tech, Web3 and large scale distributed systems. CEO Robert Brighton…

A strong infrastructure project needs more than a compelling narrative. It needs a team that can build complex systems and a product people can actually explore. That is one reason @vangrid_io caught my attention. The team brings together…

A spatial intelligence network needs two things to scale: a reliable technical foundation and the ability to bring real-world data demand into the network. That is what makes the team behind @vangrid_io worth looking at. CEO Robert…

The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. OpenShell is a secure runtime that sets…

A Century of Innovation (1926–2026) 2026 — 🇺🇸 Agentic AI: Systems that don't just think, but act autonomously. 2026 — 🇨🇳 Humanoid robots: Humanoid robots move from research labs into workplaces and real-world deployments. 2025 — 🇺🇸…

The team behind @vangrid_io has experience across deep tech, Web3 and distributed systems. Robert Brighton brings 10 years of GTM and revenue experience across deep tech and Web3, including previous work at Microsoft with the Quantum…

One thing that makes @vangrid_io interesting to me is the team and the problem they chose to solve. Vangrid is building infrastructure around the growing need for real world spatial data as robotics and Physical AI develop. CEO Robert…

Worth reading this conversation about AI demand and memory from StatementDog's analyst, Ken. > While NAND prices are still rising in the second half of 2026, increases are moderating to low-double digits per quarter compared to the…

General Manager of Microsoft Taiwan says the demand for AI computing power will continue to exceed supply for the next 2-3 years, as a result, the company is expanding the construction of data centers in Taiwan from 2 to 4. $MSFT $NVDA…

Everyone is still arguing about parameter counts while the real efficiency gains come from a different lever: what a weight is allowed to be. Moondream just shipped Parakeet Redux, a speech to text model built by compressing NVIDIA's…

J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 🤣 That is a lot of money... $GOOGL $AMZN $META $MSFT $ORCL $SPCX https://t.co/QpnbRLcFz6

Apple shipped something small this cycle that I think matters more than another point release of a frontier model: macOS 27 now includes an fm command in the terminal, putting Apple's on-device model one shell command away from every…

The more I look at @vangrid_io, the more interesting the team behind the infrastructure becomes. Robert Brighton brings 10 years of GTM and revenue experience across deep tech and Web3, with previous work at Microsoft across Quantum…

BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently. $NVDA $AMD $GOOGL $AMZN $MSFT $META

Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR at $105 billion as of July 2026, up from…

HSBC: USA model launches per year has been accelerating and still far ahead of China. $GOOGL $MSFT $META $AMZN https://t.co/9oqbKNwxCR

Goldman Sachs: Server Market Overall Server Market Projections > Market Expansion: The overall global data center server market is expected to grow to $1.5 trillion by 2030, driven by a 5-year CAGR of 39%. > AI vs. Traditional Growth: AI…

Breaking: Nscale just filed to IPO under $NSCL Backed by Nvidia, the AI data center company plans to list on the NYSE with Microsoft as a major customer • +1,252% revenue growth to $140.6M in 2026 • $56.4B contracted backlog • $45B…

Jensen Huang on slowing down AI: "We should go as fast as we can irrespective of anybody else. We are going to go as fast as we can, but we would never ever and never should ship products before they are ready, deliver products that are…

Recommended reading for the weekend: 1. @damnang2 — Is the 2028 Memory Downcycle Real? 2. @AnthropicAI — Scenarios for our Economic Future 3. @BrookingsInst — Workforce policy for the age of AI 4. @Microsoft — What we’ve learned from…

FUNDRAISE 💰: @frontrunvc flagged @_Mantic_AI on July 25th. 55 days later: $25M seed led by @radicalvcfund, with @balderton, Microsoft's M12 and Thinking Machines Lab. 🫡 https://t.co/jUTZ8a4GR3 https://t.co/Jyi5TmUDAJ

J.P. Morgan: ASIC/XPU units expected to reach 55% of total units in 2028E, up from 32% in 2025. $AMD $NVDA $GOOGL $META $MSFT $AMZN $AVGO

HSBC: Outside of Google, the % of ASIC compute among major CSPs remains steady from 2025 and into Q2 2026. $GOOGL $AMZN $META $MSFT $ORCL

Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging suppliers to TSMC considering it is…