Tag: Dell
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The Register: Microsoft talks up ‘significant capital investments’ in AI as sector reels over DeepSeek
Source URL: https://www.theregister.com/2025/01/30/microsoft_q2_2025/ Source: The Register Title: Microsoft talks up ‘significant capital investments’ in AI as sector reels over DeepSeek Feedly Summary: Windows vendor posts more bumper financials, but markets shrug Microsoft’s latest earnings results exceeded expectations, yet comments from CEO Satya Nadella and CFO Amy Hood signaled turbulence in AI and execution, alongside signs…
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New York Times – Artificial Intelligence : Microsoft Continues A.I. Spending Growth as Profit Grows 10%
Source URL: https://www.nytimes.com/2025/01/29/technology/microsoft-earnings-stock.html Source: New York Times – Artificial Intelligence Title: Microsoft Continues A.I. Spending Growth as Profit Grows 10% Feedly Summary: The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks. AI Summary and Description: Yes Summary: Microsoft’s significant investment…
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Slashdot: OpenAI’s Stargate Deal Heralds Shift Away From Microsoft
Source URL: https://slashdot.org/story/25/01/23/140226/openais-stargate-deal-heralds-shift-away-from-microsoft?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI’s Stargate Deal Heralds Shift Away From Microsoft Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the shifting dynamics between OpenAI and Microsoft following OpenAI’s Stargate announcement, which involves a partnership with Oracle and SoftBank to build new data centers. This development indicates a reduction in…
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The Register: Microsoft re-orgs to create ‘CoreAI – Platform and Tools’ software engineering team
Source URL: https://www.theregister.com/2025/01/13/microsoft_corea_team_reorg/ Source: The Register Title: Microsoft re-orgs to create ‘CoreAI – Platform and Tools’ software engineering team Feedly Summary: Nad lad reckons 30 years of change is happening in three years as apps and services go ‘agentic’ Microsoft has revealed it’s created an engineering team that CEO Satya Nadella feels is needed to…
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The Register: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last
Source URL: https://www.theregister.com/2025/01/08/synergy_research_dc_report/ Source: The Register Title: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last Feedly Summary: GPUs and generative AI systems so hot right now… yet ‘long-term trend remains,’ says analyst Bets on the future demand for AI drove a 48 percent jump in spending on public cloud…