Latest in Microsofts Ai Spending
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Meta and Microsoft Won’t Stop Spending on AI
Both tech giants reported strong third quarters but their stocks fell anyway.Business - Inc. - October 31 -
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 -
Microsoft Will Let Clients Build Their Own AI Agents
In November, customers can start using Copilot Studio to make their own AI apps to perform many routine tasks.Business - Inc. - October 21 -
Investors Want to See a Payout on Microsoft’s AI Efforts
As the tech giant readies a report of what’s forecast as its slowest quarterly growth in a year, shareholders want to see genuine demand for the AI applications it’s spent billions to develop.Business - Inc. - October 28 -
Microsoft and these other stocks are the way to play AI now, says Goldman Sachs
So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.Business - MarketWatch - October 14 -
Microsoft introduces ‘AI employees’ that can handle client queries
US company gives customers the ability to build own virtual agents as well as releasing 10 off-the-shelf bots. . Microsoft is introducing autonomous artificial intelligence agents, or virtual ...World - The Guardian - October 21 -
Microsoft says Russia trying to smear Harris with deepfake video, AI
Russia is attempting to “undermine” Vice President Harris’s campaign using artificial intelligence (AI) generated videos while China has begun targeting a series of GOP congressional candidates ...Politics - The Hill - October 23 -
Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft
Sales gains in its cloud business point to growing, sustained demand for AI-juiced computing power.Business - Inc. - October 30 -
Microsoft Cloud revenue rises on AI boom but softer outlook weighs on shares
Warnings of slowing Azure growth and rising data centre costs damp initial optimism on tech giant’s quarterly earningsBusiness - Financial Times - October 31 -
Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue
The company’s projection points to less growth than anticipated, causing concern about the payoff for its massive AI investment.Business - The Wall Street Journal - October 31 -
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 - 3 days ago -
Enterprise AI moves from ‘experiment’ to ‘essential,’ spending jumps 130%
Wharton research shows dramatic surge in enterprise AI adoption, with spending up 130% and smaller companies leading in implementation rates.Tech - VentureBeat - October 28 -
Meta sees AI spending accelerating as earnings top forecasts
Mark Zuckerberg cites the potential for ‘strong’ returns in coming years on heavy investments in new technologyBusiness - Financial Times - October 31 -
Meta misses on user growth, warns of 2025 jump in AI spending
Meta reported weaker-than-expected user numbers and warned of a significant acceleration in its infrastructure expenses in 2025 in its third-quarter earnings.Business - CNBC - October 30 -
Even Mark Zuckerberg seems surprised by Meta's pace of spending on AI
Meta CEO Mark Zuckerberg explained on the earnings call how the speed of Meta's AI technology buildout led the company to lift guidance for capex.Business - CNBC - October 31 -
Amazon Shares Rise on Robust Demand, Surge in AI Infrastructure Spending
The tech company’s capital expenditures reached a quarterly record amid a big build-out of artificial-intelligence infrastructure.Business - The Wall Street Journal - October 31 -
AI demand drives growth and higher spending at Amazon’s cloud business
Ecommerce company’s shares rise as it also gives an upbeat forecast for the holiday quarterBusiness - Financial Times - October 31 -
Wall Street frets over Big Tech’s $200bn AI spending splurge
The four biggest US internet groups this week showed glimpses of benefits but warned of increased spendingBusiness - Financial Times - November 1 -
Nvidia, Google, Microsoft and more head to Las Vegas to tout health-care AI tools
Tech companies are in Las Vegas this week to talk health-care AI at the HLTH conference.Business - CNBC - October 21 -
Microsoft to roll out new autonomous AI agents next month, fending off challenge from Salesforce
Microsoft will allow organizations to create their own autonomous AI agents within Copilot starting next month.Business - CNBC - October 21 -
Microsoft to roll out new autonomous AI agents next month, fending off challenge from Salesforce
LONDON — Microsoft will allow businesses to start making their own autonomous artificial intelligence agents starting next month, taking the fight back to Salesforce, which introduced its own ...Top stories - NBC News - October 21 -
Microsoft’s new AI agents set to shake up enterprise software, sparking new battle with Salesforce
Microsoft launches autonomous AI agents for Dynamics 365, challenging Salesforce's Agentforce in the race to dominate enterprise AI and reshape the future of work.Tech - VentureBeat - October 21 -
Amazon-backed Anthropic debuts AI agents that can do complex tasks, racing against OpenAI, Microsoft and Google
Anthropic, the Amazon-backed AI startup founded by former OpenAI research executives, announced AI agents that can use a computer to complete complex tasks.Business - CNBC - October 22 -
Chinese smartphone maker Oppo doubles down on AI, says in regular talks with Google and Microsoft
As Chinese smartphone company Oppo gears up for a flagship phone launch overseas, it says it has weekly AI talks with Google and Microsoft senior management.Business - CNBC - October 24 -
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 -
Microsoft’s new Magentic-One system directs multiple AI agents to complete user tasks
Magnetic-One, Microsoft's AI agent orchestration framework, deploys multiple agents to solve daily tasks autonomously.Tech - VentureBeat - 2 days ago -
Apple, Meta and Amazon must show the stock market that AI spending is paying off
Big-tech bellwethers facing scrutiny on whether they are meeting competitive challenges.Business - MarketWatch - October 30 -
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 -
The Future of AI Is AI Building AI for AI
What if the future is even more dystopian than they’re letting on?Business - Inc. - October 13 -
Amazon, Google and Microsoft Are Investing in Nuclear Power
Large technology companies are investing billions of dollars in nuclear energy as an emissions-free source of electricity for artificial intelligence and other businesses.Business - The New York Times - October 16 -
Microsoft’s Differential Transformer cancels attention noise in LLMs
A simple change to the attention mechanism can make LLMs much more effective at finding relevant information in their context window.Tech - VentureBeat - October 16 -
What’s at Stake in a Strained Microsoft-OpenAI Partnership
The alliance between the technology giant and the company behind OpenAI has been hugely consequential — but a disruption could shake up the A.I. race.Business - The New York Times - October 18 -
Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying
The “best bromance in tech” has had a reality check as OpenAI has tried to change its deal with Microsoft and the software maker has tried to hedge its bet on the start-up.Tech - The New York Times - October 21