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MICROSOFT AI GROWTH STRATEGY
Satya Nadella reinvented Microsoft with the cloud - now, can his AI strategy make it more valuable than Apple by 2027Microsoft, under CEO Satya Nadella, is aiming to strengthen its AI growth story amidst rising competition. The company is moving from fixed...- Frontier AI slowdown a distraction, compute is the real constraint: early Anthropic backer Menlo VenturesMenlo Ventures' Matt Murphy called the slowing down "a bit of a red herring", and said compute, not intelligence, is the real constraint, i...
- Goldman sees US data center growth intact despite oppositionGoldman Sachs reported that political opposition is not significantly impacting the growth of US data centers. The firm has adjusted its ca...
- AI's race to transform the world before the money runs outCumulative spending globally on data centers alone could top $30 trillion by 2050, according to a projection by PwC, almost matching the va...
- Scott Bessent says AI industry must own its risks and find solutionsAnthropic PBC Chief Executive Officer Dario Amodei, OpenAI chief Sam Altman and SpaceAI Corp.’s Elon Musk in September called for the indus...
- Artificial Intelligence: Which jobs are going to be replaced by AI? Which age group will be exposed the most? Here's what experts sayWhich jobs are not safe from AI? Questions are being raised over the nature and magnitude of impact of Artificial Intelligence in coming ti...
- AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...
- Lessons from Chinese AI Firms on Owning Customers’ HabitsAs U.S. AI firms compete in an escalating race for superior models, bigger benchmarks, and more advanced features, Chinese companies are pu...
- Anthropic eyes $518 billion AI buildout; backed by 80% non-cancellable dealsThe AI startup said it plans to spend at least $111.1 billion with Google , $110 billion with Amazon and $31.4 billion with Microsoft under...
- Peak XV’s Surge programme selects 18 startups for 12th cohort after revampThe new cohort announcement comes as the VC firm revamps Surge, bringing it closer to the firm’s broader early-stage investment practice an...
- Microsoft backs Kerala edtech startup Wayvida with Rs 3.25 crore support to accelerate AI innovationWayvida has successfully obtained Rs 3.25 crore in Microsoft cloud credits, which will significantly enhance its AI-driven educational tech...
- Will AI safeguards become a reality soon?Bill Gates has joined the chorus in calling for stricter AI safeguards. Microsoft co-founder has said that the government must be involved....
- Microsoft integrates Word, Excel deeper into CopilotOn the billing side, a Copilot subscription for $30 per user per month provides access to basic AI features, such as data analysis or docum...
- Microsoft abandons personal AI chatbot race with Copilot rebootThe result of a six-month engineering effort, the latest iteration of the assistant has absorbed the separate version for home use, adoptin...
- Microsoft revamps Copilot with code generation, agentic AI toolsMicrosoft is racing to expand Copilot beyond its chat-based roots to boost adoption as itcompetes with AI chatbots such as ChatGPT and Clau...
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageJefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft c...
- Microsoft plans $10 billion-plus Gulf investment with focus on resilienceGulf countries are pouring billions into AI as they strive to become global hubs to help diversify their economies away from oil and gas, b...
- Microsoft announced 3,200 Xbox job cuts in July. Now, it may cut hundreds more this weekMicrosoft may fire hundreds of employees from its Xbox division this week. This was on top of the 3,200 job cuts the tech giant announced j...
- India can become an AI infrastructure hub for Global South: Microsoft's Puneet ChandokMicrosoft has launched the India South Central Cloud Region in Hyderabad, its fourth in the country, following the existing ones in Mumbai,...
- India likely to emerge as global leader in number of AI projects: Microsoft India's Rajiv KumarAddressing the Microsoft AI Infrastructure Summit India, Kumar highlighted the transition to AI presents companies with the challenge of bu...
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