As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

According to Nikkei, major U.S. tech companies are reportedly accelerating efforts to lessen their dependence on China. Sources indicate that Microsoft aims to produce most of its upcoming products outside the country as early as next year, while Amazon Web Services is extending its supply chain div...

As cloud giants push forward with self-designed AI hardware to cut reliance on NVIDIA, Microsoft is aiming high. According to CNBC, the tech giant plans to increasingly use its own custom silicon in data centers, with the long-term goal of relying primarily on its in-house chips. Speaking at Ital...

On September 3, Microsoft Research Cambridge in the UK announced that its team has successfully built a novel Analog Optical Computer (AOC) using Micro LED light sources, optical lenses, and a smartphone camera sensor. The research result was published in the latest issue of Nature and is expected t...

According to a report from ijiwei, citing The Wall Street Journal, the battle for top talent among AI companies is intensifying. Recently, Meta founder Mark Zuckerberg launched a large-scale poaching attempt targeting Thinking Machines Lab, the startup founded by former OpenAI CTO Mira Murati. Howev...