compute race

Wall Street’s reaction to the latest earnings season has treated Meta and Microsoft like two different bets on the future of technology: Meta is being rewarded for buying its own runway, while Microsoft is confronting a resource allocation problem that looks a lot like a corporate prisoner’s...

Mustafa Suleyman’s offhand praise of Elon Musk as a “bulldozer” with “superhuman capabilities to bend reality to his will” landed as more than celebrity name‑checking; it crystallized a strategic worldview from the executive now running Microsoft’s consumer AI organization — one that treats raw...

Mustafa Suleyman’s offhand description of Elon Musk as a “bulldozer” crystallizes a new tone among the industry’s most powerful players: blunt, candid, and strategically revealing about how competition, capability and values now intersect at the apex of the AI arms race. In a recent Bloomberg...