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Showing 37-54 of 58Results matching "Microsoft AI"

Last week

2 stories

Mistral and HUMAIN Put Hundreds of Millions Behind Saudi AI Plans, With Compute Terms Still Open

The partnership gives Mistral a route into Saudi infrastructure and regulated-industry sales, but its commercial value will hinge on terms not yet disclosed: the model, the customers, the capacity and the delivery plan.

Aug 24, 2026

3 min readRead story

Launch Products

Lexis+ with Protégé Adds Agents, Context and Office Files to Legal AI Workflows

The product is built to reduce tool-switching across legal research and drafting, but customer-created workflows and LexisNexis models are still slated for later releases.

Aug 24, 2026

3 min readRead story

August 2026

16 stories

Launch Infrastructure

China’s $226M Underwater Data Center Is Running. The Ocean Still Has to Prove It Can Scale

Commercial and planned projects are testing whether seawater and offshore power can ease land and freshwater constraints without shifting AI infrastructure’s environmental and operating burdens into the ocean.

Aug 23, 2026

3 min readRead story

Funding Infrastructure

AI Data-Center Debt Moves Off Balance Sheets as Spending Could Reach $5.3T

Special-purpose entities can keep much of a project’s construction debt outside a technology customer’s financial statements, while disclosures, physical assets and demand remain central to the case for the buildout.

Aug 23, 2026

2 min readRead story

Earnings Business

Nvidia’s $92 Billion Q2 Forecast Puts Hyperscaler Dependence in Focus

The consensus forecast would extend Nvidia’s rapid revenue growth. Its largest customers remain central to that result while pursuing paths that could reduce their reliance on the company over time.

Aug 23, 2026

2 min readRead story

Pricing change Infrastructure

Nvidia AI Server Prices May Rise More Than 15% as Memory Costs Climb

The reported increase would reach systems based on Vera Rubin and Grace Blackwell. The key variable is not only which Nvidia generation a buyer selects, but how much memory is paired with it.

Aug 22, 2026

3 min readRead story

Government action Policy

Abbott’s Grid-Freeze Call Brings Texas AI Power Plans Into Focus

The governor’s proposed audit and temporary pause are not yet a defined policy. But they put the electricity supply behind enormous computing campuses, including two West Texas projects linked to gas generation, under direct political scrutiny.

Aug 22, 2026

3 min readRead story

Government action Infrastructure

Pennsylvania Makes AI Data Centers Bring Their Own Power—and Win Local Approval

Josh Shapiro’s order does not reject data-center investment outright. It makes the builder’s power plan and local support central tests as states confront the costs of AI infrastructure.

Aug 22, 2026

3 min readRead story

Research Infrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned.

Aug 22, 2026

3 min readRead story

Launch Products

AWS Wants AI Agents to Carry the User’s Permissions, Not Their Own

The AgentCore pattern shifts the critical security decision to databases, knowledge systems and SaaS tools. Its strongest limitation is equally clear: each downstream service still needs correctly configured controls.

Aug 22, 2026

3 min readRead story

Government action Policy

Army Wants AI Cyber Agents to Act at Machine Speed—With an Undo Button

Project Griffin is still a pilot, not a fielded autonomous defense system. Its procurement shows the Army wants faster network action while treating auditability, operator control, agent security and operating costs as core constraints.

Aug 22, 2026

3 min readRead story

Lawsuit Policy

Nine Tech Companies Face Chicago Suits Over AI Voice Training Data

The proposed class actions are not copyright cases. They turn on whether Illinois biometric-privacy rules can reach recordings allegedly gathered online and used to train AI systems.

Aug 22, 2026

3 min readRead story

Partnership Infrastructure

Microsoft and Qcells Want AI Data Centers to Bring Their Own Power

The proposed model would pair Microsoft’s expanding data-center footprint with newly built generation, flexible batteries and utility-facing capacity. The key test is whether exploration turns into projects that can genuinely match the load they add.

Aug 22, 2026

3 min readRead story

Enterprise adoption Infrastructure

Hudson River Trading Makes a Multibillion-Dollar Bet on CoreWeave Compute

The agreement gives a major quantitative trading firm earlier broad access to Nvidia’s Vera Rubin systems, while testing whether specialized AI cloud capacity can become a deeper financial-services business.

Aug 22, 2026

3 min readRead story

Benchmark Products

Oracle Wants AI Agents to Pick Trusted Reports, Not Write SQL

The design can make database answers more repeatable by fixing the query underneath them. But it leaves a consequential judgment with the model: selecting the right report and inputs.

Aug 22, 2026

3 min readRead story

Enterprise adoption Business

Meta Is a Major Microsoft AI Customer—and a Potential Foundry Rival

The reported arrangement shows a major model developer can also be a major buyer of outside models. Microsoft gains high-volume demand now, while Meta’s planned API service could eventually overlap with the marketplace it uses.

Aug 22, 2026

4 min readRead story

Partnership Infrastructure

Nvidia Reportedly Connects GPU Customers With Nordic Data Centers

The reported introductions put Nvidia closer to the bottleneck after a chip sale: finding powered sites where customers can install and run AI systems. The test is whether those conversations become commitments to buy or lease capacity.

Aug 22, 2026

3 min readRead story

Funding Business

Nscale’s Reported $3 Billion IPO Would Put AI Data-Center Contracts to a Public Test

Nscale’s prospective listing centers on a physical AI-cloud business: secure power and hardware, turn them into usable computing capacity, and deliver against large customer commitments.

Aug 21, 2026

3 min readRead story

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