NiSource and Microsoft Reach Long-Term Power Deal for Northwest Indiana Data Center
Microsoft will fund new generation, raising projected NIPSCO customer savings to $1.75 billion.
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Microsoft Unveils Maia 300 AI Chip as Shares Rise and Market Cap Tops $4 Trillion
Microsoft unveiled the Maia 300 AI chip, promising 40% more tokens per megawatt and multi-gigawatt deployments starting in 2027, sending shares above $4T.
Microsoft and Oracle fall after report puts OpenAI revenue $20bn below expectations
Microsoft and Oracle fell after an FT report said OpenAI’s annualised revenue is about $50bn, $20bn below earlier investor reports.
Anthropic’s IPO Filing Reveals $84.5 Billion SpaceX Compute Deal, Nearly Double Prior Estimates
Anthropic’s IPO filing reveals an $84.5B SpaceX/xAI compute commitment through 2029 and $518B in decade-long infrastructure obligations across six partners.
Microsoft Stock Jumps After Copilot Gets Coding Tools and an Always-On AI Agent
Microsoft added coding and an always-on Autopilot agent to Copilot, aiming to make the app a one-stop shop for office work.
Stifel Upgrades Microsoft to Buy as Azure and Copilot Get Back on Track
Analysts say Microsoft turned the corner, with Azure efficiency, 30 million Copilot seats, and better margins supporting mid-teens growth.