Microsoft CEO Satya Nadella says AI success is "more about getting intense users and intense usage" than seat counts
Microsoft is posting record profits and strong cloud growth, but just like Google, the company is saying little about how its generative AI business is actually performing.<br /> The article Mic [...]
Silicon Valley’s rift over open source pushes back contemplated White House bans on Chinese AI
The Trump administration discussed sanctions and cloud bans targeting Chinese open-source AI models, according to the New York Times. OpenAI and Anthropic pushed for restrictions, while Nvidia, Google [...]
CoreWeave’s borrowing costs just fell from 10% to 7%. The AI data centre debt market is repricing risk in real time.
An Applied Digital subsidiary raised $1.59 billion in the high-yield bond market on Tuesday to fund a fourth building at its Polaris Forge 1 campus in North Dakota, which will provide 150 megawatts of [...]
Hidden IT problems are quietly creating risk, shadow IT, and lost productivity
Presented by TeamViewerEnterprise technology failures are largely invisible. Research from TeamViewer, based on a global survey of 4,200 managers and employees, finds that the majority of digital dysf [...]
Nebius paid $643 million for 20 people because inference is where the money is
Nebius Group, the Dutch cloud computing company that split from Russian internet provider Yandex in 2024, has agreed to acquire Eigen AI for approximately $643 million in stock and cash. The deal, ann [...]
200,000 MCP servers expose a command execution flaw that Anthropic calls a feature
Anthropic created the Model Context Protocol as the open standard for AI agent-to-tool communication. OpenAI adopted it in March 2025. Google DeepMind followed. Anthropic donated MCP to the Linux Foun [...]
The RAG era is ending for agentic AI — a new compilation-stage knowledge layer is what comes next
The vector database category is undergoing a shift in response to the needs of agentic AI. The retrieval-augmented generation (RAG)-to-vector database pipeline doesn't cut it anymore; agentic AI [...]