ai compute

Microsoft’s Tokyo offices were inspected by Japan’s Fair Trade Commission this week, and the probe—combined with renewed investor scrutiny of AI infrastructure spending and accounting—has put a fresh spotlight on how Azure, in-house silicon, and aggressive capital deployment are reshaping...

The hyperscalers are no longer hedging their bets: they are front‑loading an industrial‑scale build‑out of data centers, power infrastructure, and GPU fleets that will define where AI runs, who pays for it, and how enterprises consume it for the next decade. Amazon’s recent pledge to invest...

Google’s latest earnings snapshot has a simple, headline‑friendly takeaway: the AI race that began in earnest with ChatGPT’s breakout in early 2023 has become a three‑horse sprint, and Alphabet is no longer the trailing contender — it is visibly closing the gap with OpenAI. In Alphabet’s Q4 2025...