AI companies’ rising valuations, debt and circular investment deals are drawing warnings from the IMF and BIS about risks spreading through global markets.
Microsoft will make its Maia chips the primary inference system for Azure products, with Maia 300 entering production workloads in 2027.
AI data centers are driving a power and construction crunch, raising costs for developers while increasing pressure on grids, utilities, consumers, and regulators.
AI-related companies have issued hundreds of billions of dollars in debt in 2026, reshaping bond indexes, raising yields, and concentrating investor exposure around the technology buildout.
Microsoft CEO Satya Nadella urged companies to treat advanced AI models as compromised and install human-controlled emergency brakes amid rising safety and trust concerns.
The Trump administration suspended Microsoft and Adobe from a green card program for H-1B workers as Vice President JD Vance accused companies of abusing the visa system.
Google launched a universal Gemini workplace agent that connects Workspace, Slack, Microsoft 365 and enterprise systems through one cloud-based interface.
Finland’s planned data center investments have topped €67 billion as Google, Microsoft and TikTok expand AI infrastructure around the country’s power and land advantages.
Microsoft opened preorders for the $5,999 Surface RTX Spark Dev Box, a compact Windows workstation with 128GB of memory for running large AI models locally.
OpenAI’s annualized recurring revenue is nearing $70 billion as the company weighs new funding at valuations above $1 trillion and revises its 2030 spending plans.
AI must generate $6 trillion in annual revenue by 2031, Bain says, with existing services covering $1.8 trillion and new markets supplying the rest.
Microsoft has launched a unified Copilot app combining chat, coding, Cowork and Autopilot agents as it shifts the product toward business productivity.
Sheila Gulati says AI security remains woefully underfunded as enterprises accelerate adoption, while investors confront weak exits and unreliable deployment foundations.
Microsoft disrupted EvilTokens, an AI-enabled phishing service tied to more than 12,000 compromised inboxes across over 10,000 organizations worldwide.
