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Analysts tout an 'underappreciated growth driver' at Microsoft that can benefit from AI
RBC analysts cheered Microsoft stock on Tuesday. But, this time it's for more than just the company's cloud computing business and AI ambitions.Business - CNBC - November 5 -
Microsoft brings AI to the farm and factory floor, partnering with industry giants
Microsoft collaborates with Siemens, Bayer, and Rockwell Automation to launch industry-specific AI models designed to boost efficiency in manufacturing, agriculture, and finance through tailored AI ...Tech - VentureBeat - November 13 -
How Microsoft’s next-gen BitNet architecture is turbocharging LLM efficiency
A smart combination of quantization and sparsity allows BitNet LLMs to become even faster and more compute/memory efficientTech - VentureBeat - November 14 -
Elon Musk adds Microsoft to lawsuit against ChatGPT-maker OpenAI
Mr Musk, a co-founder of the company, is accusing it and the tech giant of operating a monopoly.Top stories - BBC News - 6 days ago -
Tencent challenges Amazon and Microsoft's cloud dominance by tapping into its WeChat ecosystem
Tencent Cloud is increasingly leveraging the WeChat ecosystem to set itself apart from competitors, CEO Dowson Tong said.Business - CNBC - 3 days ago -
Phil Spencer Is Bullish On Microsoft/Disney Partnership For Indiana Jones And Blade
Despite prominent Disney-owned Marvel heroes like Spider-Man and Wolverine having long-term deals on Sony's PlayStation 5, Xbox has deals for a few Disney properties of its own including ...Tech - GameSpot - 3 days ago -
Microsoft introduces PC that has one job: connect users to their computers in the cloud
Microsoft's latest stripped-down device is designed for corporate use and includes a new operating system.Business - CNBC - 2 days ago -
Microsoft pitches AI 'agents' that can perform tasks on their own at Ignite 2024
Microsoft CEO Satya Nadella told customers at a conference in Chicago on Tuesday that the company is teaching a new set of artificial intelligence tools how to “act on our behalf across our work ...Tech - ABC News - 2 days ago -
Microsoft’s new AI agents support 1,800 models (and counting)
New Copilot capabilities allow users to build customized autonomous AI agents, pull from out-of-the-box options and deploy without coding.Tech - VentureBeat - 2 days ago -
Microsoft brings transactional databases to Fabric to boost AI agents
At its Ignite 2024 conference today, Microsoft announced a major step toward breaking down data silos separating transactional databases and analytical tools. The tech giant revealed that Azure ...Tech - VentureBeat - 2 days ago -
Microsoft quietly assembles the largest AI agent ecosystem—and no one else is close
ANALYSIS: Microsoft has quietly built the largest enterprise AI agent ecosystem, with over 100,000 organizations creating or editing AI agents through its Copilot Studio since launch – a ...Tech - VentureBeat - 2 days ago -
Microsoft supercharges Fabric with new data tools to accelerate enterprise AI workflows
At Ignite, Microsoft shared several new enhancements for Fabric, setting up the platform as the unified data layer for next-gen AI apps.Tech - VentureBeat - 2 days ago -
Microsoft debuts custom chips to boost data center security and power efficiency
At the Ignite developer conference today, Microsoft unveiled two new chips designed for its data center infrastructure: the Azure Integrated HSM and the Azure Boost DPU.Tech - VentureBeat - 2 days ago -
Microsoft launches Azure AI Foundry with agent orchestration, management tools
Microsoft's new developer tools lets users build orchestration frameworks and evaluate AI models and agents.Tech - VentureBeat - 2 days ago -
The graph database arms race: How Microsoft and rivals are revolutionizing cybersecurity
The fast-rising pace of attacks is driving a graph database arms race across leading cybersecurity providers.Tech - VentureBeat - Yesterday -
Microsoft at 50: An AI Giant. A Kinder Culture. And Still Hellbent on Domination
When Satya Nadella took over as CEO, the company was lumbering and uncool. He cleaned up a toxic culture, crafted the deal of the decade, and put Microsoft back on top.Tech - Wired - 13 hours ago -
Microsoft CEO Nadella asked for pay reduction after security slip, but total comp still rose 63%
Following cyberattacks from China and Russia, Microsoft CEO Satya Nadella asked for his pay to be reduced.Business - CNBC - October 25 -
Microsoft CEO Satya Nadella Starts Every Day With 2 Phone Calls. So Should You
A big, diverse network is one of the best predictors of career success. Satya Nadella shows a simple way to build yours.Business - Inc. - October 28 -
Microsoft Copilot AI use extends deep into corporate America, but companies aren’t 100% sold
Microsoft Copilot AI adoption within corporate America is growing rapidly, but many companies are still unsure about the costs, a new CNBC survey finds.Business - CNBC - October 29 -
Microsoft's GitHub expands beyond OpenAI, lets developers use AI models from Anthropic, Google
GitHub is giving software developers more choices for its popular coding assistant, meaning they won't be limited to models from OpenAI.Business - CNBC - October 29 -
Microsoft just made it way easier for developers to build AI apps — and it could be bad news for AWS
Microsoft expands its AI developer tools with GitHub Copilot for Azure, simplifying cloud integration and transforming how developers build and deploy AI applications in an increasingly competitive ...Tech - VentureBeat - October 29 -
AWS launches in-line Q Developer AI coding assistant to take on Microsoft’s Github Copilot
Amazon Q Developer’s inline chat feature demonstrates its potential through practical applications like code refactoring and documentation.Tech - VentureBeat - October 29 -
AMD and Alphabet hit earnings targets this week — now Apple, Amazon, Microsoft and Intel get their shot
The stock market is giving Big Tech tougher demands for its continued support.Business - MarketWatch - October 30 -
Microsoft reports quarterly sales up 16% to $65.6 billion as investors ask if AI spending worth it
Microsoft on Wednesday reported its quarterly sales grew 16% to $65.6 billion as the company sought to assure investors its huge spending on artificial intelligence is paying offTech - ABC News - October 30 -
We reiterate our 1 rating on Microsoft despite its softer guidance — here's why
The numbers look different this quarter due the company re-segmenting a few businesses, but overall there's not much to complain about.Business - CNBC - October 31 -
Samsung falls short of expectations as chipmaker fails to reap AI benefits
Third-quarter operating profit far lower than analyst consensus and trails domestic rival SK HynixWorld - Financial Times - October 31 -
Donald Trump and the autocrats' playbook
‘This is a man who should be nowhere near power’World - Financial Times - October 31 -
UK Labour’s Budget borrows big, taxes more
Chancellor Rachel Reeves announced a £40bn tax increase and a sharp rise in borrowingWorld - Financial Times - October 31 -
Bank of Japan holds rates but signals normalisation still on track
Political uncertainty following election upset raises risks of abrupt policy shifts, warn analystsWorld - Financial Times - October 31 -
FirstFT: US consumers continue to spend, spend, spend
Also in today’s newsletter, North Korea fires its longest-ever test missile, and the activists ready to challenge the election resultWorld - Financial Times - October 31