IREN stock plunges 18% as Microsoft raises concerns over data center delays By Investing.com
Investing.com — IREN stock plunges 18% as Microsoft raises concerns over data center delays
Microsoft
Microsoft develops software and cloud infrastructure while partnering with major AI laboratories to integrate advanced models into its products. Truncated covers its enterprise AI deployments, cloud computing deals, research announcements, and regulatory developments.
AMD’s networking chief: Never bet against Ethernet
sdxcentral.com — Four decades in networking taught Soni Jiandani to back Ethernet, not on any single company owning the stack
Connect to Microsoft 365 | Claude Help Center
Please stop asking me when the AI bubble will pop
The Verge — I’m getting some real mixed messages here, boys!
"Used 5% of the time": AI already made your RAM pricier, and now OpenAI's Sam Altman says it's wasted in your Windows PC
Windows Latest — Sam Altman says PC RAM is better used in AI data centers, while Satya Nadella wants unmetered intelligence running locally on Windows PCs.
AMD FSR 4.1.2 brings machine learning upscaling to Xbox Series X and S consoles
Microsoft Delays Default Copilot Usage-Based Billing Again, Citing Partner Feedback
crn.com — Microsoft is delaying default usage-based billing for Microsoft 365 Copilot Business again, giving partners more time to prepare for the change.
Big Tech’s big AI buildout will not end until someone stops it
The Verge — Amazon, Microsoft, Alphabet, and Meta are on the hook with their data center plans.
Tokenmaxxing crackdowns and AI cybersecurity risks
IT Pro — As companies cut down on ‘tokenmaxxing’, what are the risks posed by the practice and how will crackdowns impact cybersecurity?
A rare second exit: AI startup Suplari acquired by Docusign nearly 3 years after Microsoft spinout
GeekWire — Docusign is acquiring Suplari, a company that uses AI to analyze corporate spending and supplier data, five years after Microsoft bought the startup and nearly three years after its founding team bought it back. Docusign plans to pair Suplari's technology with its Iris AI engine to find savings and flag purchases that fall outside contract terms.
Microsoft Clarity Helps Merchants Welcome AI Shopping Agents
PYMNTS.com — Microsoft has introduced three features for its website and app analytics tool, Clarity, that are designed to help website owners understand how people
Satellite images expose potential trouble behind Microsoft's $5 billion AI spending shortfall
Business Insider — Satellite images reveal potential delays at two Microsoft AI data center projects, highlighting power and permitting challenges facing neoclouds.
The market is telling the hyperscalers it's happy about a slower data center buildout
investingLive — Huge gains for Microsoft and Amazon
Hyperscalers and Apple surge after election results remove investor uncertainty
CNBC — Apple, Amazon, Google, Meta and Microsoft stock was up after the midterms, while stocks tied to Trump advisor Elon Musk and data centers fell on Wednesday.
Red teams, wrong targets and a $115bn bet on optics
The Stack — Welcome to CTRL: Alt Cloud, a new newsletter from The Stack diving into the Wild West of alternative clouds, the workloads they keep running, and the silicon they run on… This week the hyperscalers have proven the AI buildout is not going anywhere, with Google and Microsoft reporting barn-storming
Goldman Benches Its Vibe Coders While BNY Lets Everyone Build
PYMNTS.com — Goldman Sachs has restricted Anthropic’s Claude Code and Microsoft’s GitHub coding tools largely to engineers and quantitative specialists, PYMNTS
Microsoft FY 1Q'27: My Confusion vs. the Market’s Certainty
MBI Deep Dives — Microsoft’s quarterly earnings last week was strong, as they were at every hyperscaler this quarter. Azure grew 48%, up from 42% in the June quarter.
Big four hyperscalers raising more that $131 billion in debt and equity for AI buildout
datacenterdynamics.com — Amazon alone discloses $80bn loan facility
AI Agents Take the Grunt Work Out of Pamarco’s Close
PYMNTS.com — Pamarco, a manufacturer of precision components for the printing and packaging industries, has put artificial intelligence agents on the accounting work
Lumen and Microsoft expand collaboration to co-sell enterprise AI-ready networks
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