Microsoft
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Nine Companies Are Deploying AI. Eight Saw Margins Rise. Coincidence?
Uber blew its AI coding budget in four months — and grew operating income 30%. Nine companies, one year of SEC filings, one question the numbers cannot close. Continue reading
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Open Weights and the Open-Closed Choice: What the July 24 Microsoft and Nvidia Coalition Letter Argues, and What the Data Shows
Nvidia’s chief executive published his first X post to share a joint industry letter signed by 25 organizations… Continue reading
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AI Layoffs: Real Cause or Convenient Excuse? What the Data on Pandemic-Era Overstaffing Actually Shows
AI was cited in 40 percent of US layoff announcements in May 2026. The Federal Reserve says only 1 percent of services firms actually laid off because of AI. Continue reading
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Nvidia and Microsoft Just Reinvented the Windows PC. Intel, ARM, and Apple Should Pay Attention
Microsoft and Nvidia unveiled the Surface Laptop Ultra and RTX Spark superchip at Computex 2026: 1 petaflop of AI compute, 128 GB of unified memory, 6,144 CUDA cores. Continue reading
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Microsoft’s Evaporating Advantages in Artificial Intelligence
Abstract Microsoft’s journey in artificial intelligence represents one of the most dramatic reversals of fortune in modern technology history. Continue reading