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Monday 11 May 2026
Taiwan ranks among top 20 markets as AI adoption surges, Microsoft says
Microsoft's AI Economy Institute released a global update showing rapid growth in generative AI use since mid-2025 and identifying Asia as the primary engine of recent AI diffusion...
Monday 11 May 2026
OpenAI and chipmakers roll out MRC to prevent AI training slowdowns
OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at...
Monday 11 May 2026
Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

Friday 8 May 2026
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for...
Thursday 7 May 2026
Google, Microsoft, and xAI to give US early access to unreleased AI models

Google DeepMind, Microsoft, and xAI have signed agreements giving the US government early access to unreleased frontier AI models for...

Tuesday 5 May 2026
Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
The AI spending arms race just got more expensive — and more consequential.
Sunday 3 May 2026
CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
Thursday 30 April 2026
Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

Thursday 30 April 2026
Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Tuesday 28 April 2026
Microsoft's cloud strategy tightens AI compute supply
Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being...
Tuesday 28 April 2026
Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

Tuesday 28 April 2026
End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift
OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...
Friday 24 April 2026
Microsoft and Meta announce workforce reductions amid heavy AI investment
Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out...
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges

At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the...