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ech titans in the United States: In order, that is Amazon Web Services, Google (Alphabet is not really doing the investing, the search engine, advertising, and cloud division is), Microsoft Azure, and Meta Platforms. And Apple, which uses AI but does not create it, is barely a line, and in fact, its capital investments in AI are smaller in 2026 than they were for the prior five years. I mean, if you can sell AI at a profit and not have to do the capital investing, then go, be, do. Because of thi

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at sell for at the end of next year? Dylan Patel I think most compute will still continue to transact at sub-$20 billion a gigawatt. Because all of it has to be financed. If Meta, Microsoft, Amazon, SpaceX can build compute without finding a customer, just saying, “Fuck it, I’m going to build this compute,” and then turn around and wait till it’s already built, they now control what’s going on. Most compute is contracted well before it’s built. This is what Elon took advantage of in the market.

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. Of course, part of this TCO advantage comes from trading Nvidia’s high margins for Broadcom’s lower (though still high) margins. But this is not all of it. For example, Meta and Microsoft’s AI ASIC programs not getting off the ground despite being at it for much longer shows that cost is only one part of the equation. For Jalapeño’s full TCO breakdown, see the SemiAnalysis AI Cloud TCO model. Architecturally, OpenAI chose not to disaggregate prefill and decode (PD) across separate chip pools.

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have announced several important steps to expand sovereign AI by increasing access to local infrastructure capacity. Earlier this summer, we announced an expanded partnership with Microsoft to increase compute capacity in Europe. In early August, we introduced European Compute Units, a structure designed to bring together long-term enterprise commitments so the capacity Europe needs gets built and can support its global competitiveness. Today, we are announcing a new strategic collaboration with

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ration. “The rate of vulnerabilities reported across many projects has dramatically accelerated in 2026 compared with 2025, both for specific projects (cURL, OpenSSL, Firefox, and Microsoft) and for aggregate vulnerability databases (the US NVD, and OSV)”. Mathematics research: Minor acceleration, but harder to measure. “AI is clearly contributing to more work being done (arXiv submissions have doubled in some areas in less than 12 months) but quantifying the value of those contributions is diff

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arly forensics, including the AI’s answers and Chinese zodiac-based naming, suggest it’s from China’s Zhipu AI, potentially GLM-5.3 Flash or GLM-6 . Another potential candidate is Microsoft’s MAI family, though all four anonymous drops on OpenRouter in six months have been from Chinese labs. The model continues to draw heavy usage thanks to the provider’s "near-unlimited" free offer for the week, with capacity for 100T tokens a day. Why it matters: We've never had a Flash-level model trade blows

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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Smart glasses are only smart if we train them to be good. Then they'll be fantastic; Claude Code is revolutionizing digital archaeology. Enterprise better dig it; FOSS smashed one Microsoft monopoly. After 20 years of failure, it's time to smash another This is why SSW 2026 works so well. Its speakers have deep experience of software reliability, but were free to choose their subjects. The resulting mix of opinions, experiences, and approaches ranges from the mathematics of formal analysis to th

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owing people that have made massive contributions to the AgentX 1.0 release: In addition, we are thankful to all who support our open source InferenceX initiative, including Meta, Microsoft, Oracle, OpenAI, MiniMax, Moonshot Kimi, Alibaba Qwen, and Zhipu GLM. At a high level, an agentic workload is characterized by four elements: Considering the characteristics above, benchmarking these workloads is fundamentally different from the existing fixed sequence length benchmarks. Namely, agentic infer

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, will be facing. When you just need to build a tiny desktop app: TinyJS October 13, 2026 Valen creator drives 'Golden Spike' to connect new languages with Rust September 26, 2026 Microsoft agentically ports Copilot runtime to Rust for $120K September 19, 2026 Apple iPhone Duo makes developers think in folds September 16, 2026 JavaScript installer pnpm recast in Rust because ECMAScript can't keep up September 5, 2026 Kubernetes cleans house, bins legacy kube-dns, IPVS, and cgroup v1 August 27, 2

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udio-v3-8b-stt-v2 Automatic Speech Recognition • 9B • Updated May 22 • 4.98k • 15 ibm-granite/granite-speech-4.1-2b Automatic Speech Recognition • 2B • Updated Jun 12 • 122k • 167 microsoft/Phi-4-multimodal-instruct Automatic Speech Recognition • 6B • Updated Dec 10, 2025 • 266k • 1.62k mistralai/Voxtral-Mini-3B-2507 5B • Updated Jul 28, 2025 • 199k • 675 moonshotai/Kimi-Audio-7B-Instruct Text-to-Speech • 10B • Updated May 29, 2025 • 15.3k • 419 nvidia/canary-qwen-2.5b Automatic Speech Recogniti

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onal. Beyond energies, Skala-1.1 also provides highly accurate electron densities, dipole moments, and molecular geometries. These advances were enabled by major expansions of the Microsoft Research Accurate Chemistry Collection (opens in new tab) (MSR-ACC) , our large-scale collection of high-accuracy quantum-chemistry reference data generated with expensive wavefunction methods. For Skala-1.1, we added new categories, including electron affinities and noncovalent clusters, increasing both the

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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法や語彙選択の解説など、同じ文脈のまま理解を深められます。 いずれも追加の操作は不要で、今回のアップデート以降は新しいモデルで動作します。 今すぐお試しください Sakana Translateは、誰でも無料でご利用いただけます。アカウント登録のみで、翻訳・添削・質疑の3つの機能をすべて使えます。 Sakana Translateのこれから 今後は、PDFやMicrosoft Officeファイルなどをそのままアップロードして翻訳できるファイル翻訳機能の追加を予定しています。あわせて、用語集との連携や特定業界に最適化した翻訳モデル、API提供、SSO・監査ログ・オンプレミス対応といったエンタープライズ用途への展開も進めていきます。ご関心のある方はこちらからお問い合わせください。 Sakana AI English Announcement Today we updated the translation model behind Sakana Translate. It now runs on the new generation of Sakana Namazu, which we

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ming laptop; Best laptop under $1000; Best laptop for video editing Is Temu legit? Everything to know before placing an order; How to screen record in Windows 10 or 11; How to use Microsoft Designer’s Image Creator; How to find out if an AirTag is tracking you; How to turn on private DNS mode on Android; How to record a call on iPhone How to download YouTube videos for free; How to create a drop down list in excel; How to upgrade your incompatible Windows 10 PC to Windows 11; How to screen mirro

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rgets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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AI and Ml Microsoft realizes the side pane should be enough for anyone Microsoft will retire Excel's COPILOT() function on September 14, barely a year after its preview debut. Introduced in August 2025, initially for Beta Channel users with a Microsoft 365 Copilot license and later for Excel for the web users through the Frontier program, the COPILOT() function let users send instructions to the company's AI assistant directly from a worksheet cell. Microsoft has now decided the Copilot side pan

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software Dealing with machine-made bug backlog makes it hard to find a moment to deliver promised subscription service Microsoft has blamed extra work created by AI bug-finders for the delayed release of a major Cumulative Update to Exchange Server Subscription Edition (SE). Redmond’s Exchange team made that admission last Thursday in a post titled “Where is Exchange SE CU1 anyway?” that reveals the software giant is “getting questions from our customers on when they can expect us to release Exc

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or this segment of the datacenter market. Here is a review of its business from 2022 through 2025, when CoreWeave was doing its pivot to GenAI and when it was utterly dependent on Microsoft for its initial sales: It is not clear how dependent CoreWeave is currently on Microsoft for its revenues in the second quarter of 2026, but the company has said that it wants no one company to have more than 35 percent of its revenues in the near term and has inked long-term deals with OpenAI ($22.4 billion)

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leration OpenSSL grew from 6 CVEs in all of 2025 to 39 through 2026-08-05; 18 of the 39 are corroborated AI discoveries, and another 9 are AI-affiliated with the method unverified Microsoft security-update CVEs: dramatic acceleration Microsoft-issued CVEs grew from 1,243 in all of 2025 to 1,927 through 2026-08-11, annualizing to about 2.5 times the 2025 rate.5; Only 26 of the 2026 CVEs carry any AI marker, 1.3% of the total; CVEs are batched by Patch Tuesday and dated when fixed and disclosed, n

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