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In AI, Microsoft is outdoing its biggest rival, Google. That’s the big takeaway from the two tech giants’ September-quarter results, released Tuesday. Growth at Microsoft’s Azure cloud unit—and the company generally—accelerated in the quarter, which executives credited to higher-than-expected consumption of AI-related services. Yet in the same quarter, growth at Azure’s smaller rival Google Cloud slowed by nearly 6 percentage points. The most likely conclusion is that Google Cloud isn’t yet benefiting much.
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The Information
An East Bay apartment complex has been bought at a price that's well below its prior value. Read more ›
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A PG&E Corp. unit has bought a San Jose building in a move to bolster the utility's South Bay operations. Read more ›
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Valkey (форк Redis под крылом Linux Foundation) в релизном цикле 9.1 отдал ИИ-агентам рутину мейнтенанса: бэкпорт-агент сам раскатывает фиксы по веткам 7.2/8.0/8.1/9.0, отдельный агент сканирует provenance кода на конфликт с нынешней лицензией Redis (чтобы в форк случайно не затёк несовместимый код родителя), а агентский поиск багов наткнулся на ещё закрытую CVE. Разбираю не «ИИ заменяет мейнтейнеров», а как это сделали по уму: по словам Мэделин Олсон из AWS, агентов посадили... Read more ›
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The gaming market has had a rough go of it this decade – first COVID slowed down the rollout of the PlayStation 5 and Xbox Series X, then the crypto boom vacuumed up available GPUs, now AI has made RAM chips the new gold. This has led to smartphone makers rising prices, but PCs and consoles are just as affected – the PS5, the Xbox, the Steam Deck and the... Read more ›
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Вот и следующий день, утро воскресенья. В комментариях к моей статьи о поездке развернулась дискуссия: многие написали что 55 тысяч это дорого и кто-то советовал направить эти деньги в ОФЗ, а кто-то как обычно перепутал меня с другим автором со схожей фамилией. Кстати мы с ним случайно пересеклись и даже сфоткались.Вместо трёх частей я решил сделать две (часть докладчиков не смогла добраться из-за закрытых аэропортов, а у несколько других запланированных... Read more ›
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In January a college student posted a video showing him winning $100,000 on Polymarket — one of 145 that appeared to show bets adding up to almost $410,000, reports the Wall Street Journal. "But none of those bets were real." Instead its creator was "one of dozens of mostly college-age creators Polymarket paid to film themselves making fake trades and sometimes scoring fake wins," the Journal reports, citing interviews with... Read more ›
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I chatted with John Griffin, Jeff Pinkner and Jack Bender about the penultimate season. Read more ›
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See the Moon phase expected for June 21, 2026 as well as when the next Full Moon is expected. Read more ›
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Big Tech wakes up to the need for brawn and crafts skills to build and maintain data centres Read more ›
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Two numbers from McKinsey’s 2025 survey sit awkwardly next to each other. The first is 88 percent, the share of organisations now using AI in at least one part of the business. The second is 39 percent, the share that can point to any measurable effect on the bottom line. The distance between those figures is ... Read more Read more ›
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I test audio kit for a living, and any of this quartet is the right choice for a graduation gift — see my picks for traditional hi-fi setups, Bluetooth streaming or even Sonos compatibility Read more ›
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Triple C score puts Elon Musk’s company on par with Russia after 2022 invasion of Ukraine Read more ›
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Are you constantly fighting with your Stihl Chainsaw? Discover the four most frequent mechanical failures that plague this top-tier gear. Read more ›
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Почему H&M сжигает тонны собственной одежды? Почему именно женские трусики удвоили прибыль компании? И почему H&M называют убийцами высокой моды. И как владелец H&M Стефан Перссон стал самым богатым человеком Швеции. Читать далее Read more ›
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Продолжение цикла. До этого были базовые цифры и анонс 5 архитектур. Теперь - что сломалось, как чинили, что узнали. Читать далее Read more ›
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Radix is a free, open-source Mac app that scans folders or drives and shows storage usage through an interactive sunburst chart. Read more ›
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Many people assume 4K streaming requires extremely fast internet, but the actual bandwidth requirements may be lower than expected. Read more ›
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LEAP East has attracted over 200 global investors managing nearly $2trillion in assets ahead of its Asia debut in Hong Kong, positioning the event as a key bridge between Middle Eastern capital and Asia-Pacific fintech and deep-tech ecosystems. Read more ›
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Here's the answer for "Wordle" #1828 on June 21 as well as a few hints, tips, and clues to help you solve it yourself. Read more ›
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The Information
Anthropic and OpenAI have some pressing reasons to go public. But they have already relieved some of the pressure that typically pushes companies toward initial public offerings: employees anxious to cash out their equity. The two AI model companies have allowed early employees and investors to sell a combined $14 billion in shares over the last five years, according to The Information’s estimates. More employee sales of private shares are... Read more ›
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Demand for knockoff versions of retatrutide, a peptide-based drug being developed by Eli Lilly, has skyrocketed lately, propelling a gray market that likely exceeds $100 million in annual sales, according to an estimate prepared by The Information that examined many of the market’s biggest ... Read more ›
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What a weekend! Set time aside this coming Thursday for the New York City ticker tape parade celebrating the victorious Knicks. The joy flowing from that game Saturday night tops even the plaudits flowing from SpaceX’s successful IPO (read down for more on that subject.) Still, SpaceX was quickly supplanted in the business limelight by the latest Anthropic-government drama, this time over the AI firm’s recently released Fable 5 model.... Read more ›
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Tencent Holdings has backed a new AI lab founded by Junyang Lin, former lead researcher of Alibaba Group’s Qwen models, according to two people with knowledge of the investment. Tencent invested $20 million in Lin’s first funding round that raised several hundred million dollars at a post-money ... Read more ›
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Data center software startup and AI-server broker Hydra Host has raised $100 million at a valuation of close to $800 million, led by Kindred Ventures. Nvidia, Cathie Wood’s ARK Invest, early CoreWeave backer Magnetar, and existing investors Founders Fund and Flume Ventures also participated. ... Read more ›
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The Murdoch family’s Fox is buying Roku for $22 billion in cash and stock, or $160 a share, giving Roku shareholders an exit at the highest price at which the stock has traded since the 2020-2022 Covid-fueled surge. In recent years Roku has traded mostly below $100 a share. Roku, which sells ... Read more ›
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When Broadcom last week announced a funding venture with Apollo and Blackstone to pay for a gigawatt of computing capacity to be used by Anthropic, it looked like the latest in a series of AI computing deals funded by private equity. Behind the scenes, however, the deal represents a risky move by Broadcom to boost demand for its chips. While the announcement didn’t spell out Broadcom’s role, the company—which works... Read more ›
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Salesforce has agreed to buy Fin, a startup that develops customer agents formerly known as Intercom, for $3.6 billion, as the software giant hopes to win new businesses from enterprises to adopt its own AI offering. The sale price is a big premium to Fin’s last valuation of $2 billion set at a ... Read more ›
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Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration officials in D.C. this week to try to resolve a dispute that blew up on Friday night. The administration said that it would need to cut off access to its most advanced Claude Fable 5 and Claude Mythos 5 models to foreign nationals, which led to the company taking down the models altogether. Then, on... Read more ›
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As AI developers and cloud providers have launched server chips to lessen their dependence on Nvidia’s, some analysts and executives at these firms expected the chips to eat into Nvidia’s market share.That doesn’t seem to be happening.Nvidia has actually increased its share of the market for chips that power existing AI models, known as inference, to 74% from 66% over the past year, according to The Information’s estimates based on... Read more ›
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21.06.2026 01:55
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