cloud computing - Page 20

The Wall Street Journal reports Broadcom is arranging more than $50bn in financing for the custom AI chip it is building with OpenAI, while Oracle is in talks with Apollo and Goldman Sachs to fund a big chip purchase. What is reported, how these deals work, and what remains unconfirmed.

AM Intelligence says two further binding orders for ~20,000 Nvidia Rubin GPUs take committed capacity to ~29,000 GPUs and close to 100 MW, with plans for another 300 MW backed by more than $20bn. Company-reported.

Tech Startups, citing The Information, says Meta halved Claude Code users (~60k to ~30k) and Microsoft cut per-employee AI model caps from ~$100k to ~$10k monthly. Secondary reporting; treat as unverified.

AWS has made Amazon Nova 2.5 Sonic, its latest speech-to-speech model for real-time voice agents, generally available. The company says it reasons better, follows instructions better and responds faster, though it has published no outside benchmarks.

A Microsoft white paper on "sovereign AI" with Nvidia technologies argues that governments should decide how much control they need workload by workload. It is useful, but it is vendor guidance, not independent policy.

You do not have to go looking for AI. It is already in the search box, the phone, the document, and the speaker. What it is not, yet, is the thing that finishes the job.

In the span of just a few years, Cursor has gone from a niche developer tool to a 50 billion dollar enterprise juggernaut. This is not just...

Updated 28 October 2026: this article has been rewritten and checked against the Nature paper and Microsoft's own statements. Capacity figures are corrected (4.8TB in fused silica...

Microsoft has invested more than 13 billion in OpenAI. It powers Copilot with GPT models. It hosts OpenAI's training infrastructure on Azure. By any measure, the partnership...

The 10 Most Valuable AI Learning Repositories on GitHub Microsoft dominates the list, but the real gems teach you what the hype hides.GitHub hosts millions of repositories, but...