custom silicon

The market’s fury over hyperscaler AI spending is understandable, but short‑sighted: the billions Amazon, Alphabet, and Microsoft are pouring into data centers, specialized silicon, and networking are not wasteful vanity projects — they are a strategic, multi‑decade play to own the compute layer...

Amazon’s latest capex call was not a whisper but a cannon blast: the company told investors it expects to invest roughly $200 billion in capital expenditures this year, with the lion’s share directed at AWS infrastructure, custom silicon, and model development — a scale of spending that reshapes...

Microsoft’s Maia 200 is the latest, bold step in a multi-year pivot by hyperscalers to own the silicon that runs generative AI — a purpose-built, inference-first accelerator that promises significantly lower token costs, higher utilization for large models, and a path away from sole reliance on...

Microsoft is rolling Copilot Vision into Windows — a permissioned, session‑based capability that lets the Copilot app “see” one or two app windows or a shared desktop region and provide contextual, step‑by‑step help, highlights that point to UI elements, and multimodal responses (voice or typed)...

Microsoft’s AI pivot is no longer a speculative footnote in its investor thesis — it’s the principal line item that will determine whether the company’s premium valuation is deserved or at risk of compression. The Seeking Alpha coverage that prompted this reality check argues exactly that...

Microsoft’s most recent wobble didn’t come from nowhere: a clear trade-off between pressing the accelerator on AI monetization and accepting short‑term margin and multiple risk now defines the company’s public story. The Seeking Alpha piece that proclaimed “The Ride Couldn’t Last Forever”...

Microsoft’s 2025 push to turn Azure into a purpose-built utility for the AI economy is no longer a marketing slogan — it’s a global infrastructure strategy that is reshaping how companies buy compute, how governments think about energy and sovereignty, and how investors value cloud platforms in...

Microsoft’s move from software giant to a vertically integrated infrastructure powerhouse has crossed a threshold: Azure is now being architected as a purpose-built utility for industrial-scale AI, with implications that ripple across technology, energy, regulation, and geopolitics. Background...

Microsoft’s view of the cloud is changing from “virtual machines on demand” to a tightly integrated stack of custom silicon, high‑bandwidth datacenter networks, and managed agentic software — and those changes are already reshaping how IT teams will design, migrate, and operate critical...

Microsoft is reportedly in advanced talks with Broadcom to co-design custom AI chips for Azure, a development that — if finalized — would sharpen the industry’s move toward vertically integrated, hyperscaler-owned silicon and reshape cloud AI infrastructure economics and competition. Background...

The surge in enterprise AI is rewriting the economics and competitive map of public cloud — and the short answer is that Google Cloud, Amazon Web Services (AWS), and Microsoft Azure will each benefit, but in markedly different ways depending on their technical bets, go‑to‑market strengths, and...

Microsoft’s Azure Cobalt 200 arrives as a radical second act in its custom‑silicon playbook: a chipletized Arm-based server SoC that packs 132 Arm Neoverse V3 cores, a 12‑channel DDR5 memory interface, built on TSMC’s 3 nm process, and a set of on‑SoC accelerators and per‑core power controls...

Microsoft’s cloud silicon journey has taken another step — but this time the announcement rests largely on secondary reporting rather than an official Microsoft spec sheet. According to industry coverage, at Microsoft Ignite 2025 the company unveiled Azure Cobalt 200, described as the...

Microsoft’s latest push to treat AI as a first‑class member of the enterprise — provisioning autonomous, identity‑bearing AI agents that can attend meetings, send mail, edit files, and act on behalf of teams — represents one of the most consequential shifts in workplace technology since the...

Microsoft has quietly flipped the visible Windows version string to Windows 11, version 26H1, but the change is not the next mass-market feature drop — it’s a platform-focused engineering branch aimed squarely at enabling new silicon, and Microsoft says there is no action required for ordinary...

OpenAI’s deal with Broadcom to co-develop and deploy custom AI accelerators marks a decisive escalation in the race to control the computing backbone of generative AI — a strategic pivot that promises higher performance and lower marginal cost for the company’s large language models, while also...

Microsoft’s internal AI strategy has entered a new phase: after years of leaning on OpenAI for frontier models and privileged cloud access, the company is investing to build its own large-scale compute — including a dedicated AI chip cluster and first-party foundation models — as part of a...

Microsoft’s push into artificial intelligence is no longer an experiment — it’s a full-scale platform strategy that is reshaping productivity, enterprise operations, and the very architecture of the cloud, with the Copilot family, Azure AI services, GitHub Copilot, and a suite of industry...

Microsoft’s latest quarterly financial report confirms the scale and speed of the cloud revolution now reshaping the enterprise technology world. With Azure at the heart of its strategy, Microsoft has posted record-shattering results and executed one of the largest data centre expansions in...

Microsoft’s Azure cloud platform has reached a new inflection point, propelled by a strategic and sustained bet on artificial intelligence that’s reshaping not just Microsoft but the entire enterprise IT landscape. Over the past year, Azure’s growth narrative has shifted from one of steady...