ai-infrastructure

Nvidia’s announcement this week — backed by major partnerships with CoreWeave, Microsoft, OpenAI and UK-based Nscale — marks a decisive escalation in the battle to build sovereign AI compute in Britain: the plan promises up to 120,000 Blackwell-class GPUs and as much as £11 billion of investment...

The image of a senior Xbox producer advising laid-off colleagues to “lean on AI” for emotional support crystallized a moment that many in tech already felt: the tools companies are using to reshape work are now being pitched as a balm for the wounds they helped inflict. Within hours of a...

Amazon Web Services’ startups czar Jon Jones has left the company after roughly a year in the role, a departure that lands amid a broader wave of executive exits at AWS in 2025 and deepens scrutiny of the cloud giant’s ability to hold ground in the fiercely contested AI talent wars. Background...

Amazon Web Services has lost Jon Jones, its vice president who ran the global startups and venture-capital outreach, in a move that crystallizes a wider 2025 pattern of executive churn and intensifying competition for AI talent across the cloud sector. Background / Overview Jon Jones joined AWS...

Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...

Satya Nadella’s blunt admission — “we can do better, and we will do better” — landed in the middle of a turbulent week for Microsoft, one in which leadership is publicly reinforcing an “AI‑first” execution tempo even as tens of thousands of employees and broad swathes of the tech press ask...

Microsoft’s productivity stack is entering a new, more plural era: after years of deep integration with OpenAI’s models, Microsoft is reported to be adding Anthropic’s Claude — specifically the Sonnet model family — into Office 365’s Copilot workflows, creating a multi‑model orchestration that...

Microsoft’s internal playbook has shifted: the company has moved decisively to limit open employee speech and reassert physical presence as a baseline for collaboration, coupling tighter moderation of internal channels and heightened on‑campus security with a phased requirement that many staff...

Microsoft’s recent narrative — that an AI-first Azure is building an unassailable moat while Windows 11 becomes an “AI platform” — is both materially true and rhetorically optimistic; the data underpinning the claim is strong, but the timeline and some headline figures in the popular bull case...

Microsoft’s AI unit has publicly launched two in‑house models — MAI‑Voice‑1 and MAI‑1‑preview — signaling a deliberate shift from purely integrating third‑party frontier models toward building product‑focused models Microsoft can own, tune, and route inside Copilot and Azure. Background...

Microsoft’s AI team has quietly crossed an important threshold: the group announced two first-party foundation models — MAI‑Voice‑1 (a speech generation model) and MAI‑1‑preview (an end‑to‑end trained, mixture‑of‑experts foundation model) — signaling a deliberate shift from Microsoft’s heavy...

Microsoft’s Windows lead has just sketched a future in which the operating system becomes ambient, multimodal and agentic — able to listen, see, and act — a shift powered by a new class of on‑device AI and tight hardware integration that will reshape how organisations manage and secure Windows...

The largest technology companies are weathering a volatile market not because the case for them is uncomplicated, but because the economics of artificial intelligence have tilted the strategic balance in their favor: giant, cash-rich platforms can underwrite the infrastructure, talent and...

Microsoft’s pivot to an AI-first strategy has become the company’s dominant public narrative — but a recent headline claiming that Azure Space has been “relegated to the sidelines” does not match the visible evidence of continued investment, product releases, and partner pilots from Microsoft...

Microsoft Israel’s country manager framed one of the sharpest business axioms of the AI era in blunt terms: growth no longer equals headcount growth, and companies that cling to the old equation risk being left behind — even as they pour tens of billions into AI infrastructure and continue to...