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CLOUD Timothy Prickett Morgan Published fri 31 Jul 2026 // 19:23 UTC For those of us who grew up watching Microsoft DOS on X86 PCs transform into the Windows Server platform along with applications, databases, and middleware, the modern Microsoft – a cloud innovator and an AI force in its own right – is a behemoth to behold. The financial results just sound silly, with market capitalization in the trillions and revenues in the hundreds of billions. This may all sound like funny money, but its re

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MT2-1.8B reached 1 on the Hugging Face trending, with 30B-A3B reaching 4 🥇 → 70+ verified product and project integrations 💻 → Broader Hy-MT ecosystem support across Apple MLX-LM, Microsoft ONNX Runtime, NVIDIA NeMo, LLaMA-Factory, and more 👯 → Real-world adoption, including real-time multilingual translation of livestream comments on Bilibili 📺 And now, Hy-MT2-30B-A3B is officially available in GGUF format—addressing one of the community’s most-requested deployment needs and making local infere

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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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our Q4 Earnings call, since last quarter, we’ve shipped more than a dozen new models across image, voice, transcription, coding and security, and they’re already powering many of Microsoft’s most widely used products to maintain or improve quality while using significantly fewer tokens, in many cases saving 50-90% of GPU costs: We built MAI-Code-1-Flash hand-in-hand with our colleagues at GitHub, where since June millions of developers have used it in their daily work. 10% higher code accept ra

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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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way to AI sovereignty. Three days after Laguna shipped, Jensen Huang made a version of the same argument in his first post on X, sharing an open letter signed by NVIDIA alongside Microsoft, Meta and Hugging Face on why open models strengthen security, accelerate innovation and enable sovereignty, and why the world needs frontier models of both kinds. The same logic applies inside an enterprise. Most frontier AI is consumed through an API or a desktop app, which means the customer’s code crosses

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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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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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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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re readable code. 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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c 请求用户不要再对 Claude 刻薄；‘123456’密码与影响 880 万人的丹麦数据泄露事件有关；微软与 Anthropic 就这家初创公司 17,600 美元的 Claude 账单打起了发票网球；Starlink 避免轨道近距离碰撞的计划：星历共享；Shai-Hulud 蠕虫通过 Tensorlake 被攻陷跃迁到 AI 基础设施；荷兰税务局放弃 Microsoft 365 云，转用本地部署替代方案 思科与英伟达联手打造更粗、更快的可插拔 如果你认为 1.6 Tbps 已经很快，那就等着吧，思科的 USFP 目标是在单个光学可插拔模块中实现 12.8 Tbps；Claude 在夏季测试期间向费城警方提交了虚假的谋杀线索 Anthropic 花了两个多月才通知警方；AI 系统完全有能力对基础设施实施噩梦般的攻击，而没人准备好 与此同时，AI 智能体移动机械臂，‘让 OT 设备操作员屏幕说谎’；英伟达在沙发底下找到了 10 亿美元，以帮助确保美国科学计算的霸主地位 这一承诺正值 GPUzilla 准备用至少七台 AI 优化超级计算机来强化山姆大叔的武器库之际；台积电与 Globa

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are the most powerful general AI tools because they have good applications and harnesses powered by very strong AI models. But what about everyone else? If your workplace runs on Microsoft, you may only have access to Copilot, which uses a mix of AI models and is okay for working with office documents but lags badly in terms of its agentic abilities. And for the technically inclined, Chinese open weights models like Kimi K3, DeepSeek, and Qwen are surprisingly capable, but do require expertise

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ability to render text with this kind of accuracy is a real breakthrough. It also understands natural language edits, so creative iteration becomes faster and far more intuitive. Microsoft has firmly established itself among the leaders in generative AI.” A year ago, we set out to develop purpose-built models in-house at Microsoft AI. Models trained on clean, traceable, enterprise-grade data, without distillation from third-party models, and designed from the ground up to serve the people who u

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ameters, less tokens At Build in June, we introduced our hill–climbing machine, our integrated data, model, and harness flywheel. Today we are excited to share two examples inside Microsoft: MAI models specialized for agentic workloads in GitHub Copilot and Excel. Early results are promising. In our live product deployment, we see that our MAI model deployed in Excel is on par with GPT-5.6 for the most common tasks while being more cost-efficient. The figure below shows how MAI-Code-1-Flash, pos

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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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I 平台，其市场已经大于 AI 模型本身的市场。这表明成熟度在加速，并证明生成式 AI 在某种意义上只是 AI 机器学习和甚至 HPC 的延伸。（这些 AI 平台类别的分类法在 Gartner 这里有。）AI 开发平台包括 IBM、SAS、H2O 等提供的平台，以及 Amazon SageMaker 和 Bedrock、Google Vertex AI 和 Microsoft Azure Machine Learning 等等众多平台。 但另一件事是，此类生成式AI平台的市场增长速度远低于模型本身的市场。这可能是因为AI模型在收入方面对API的依赖程度很高，也可能是因为企业希望授权使用自己的模型并掌控自己的生成式AI命运。这是明智之举，也是超大规模云厂商、云服务构建者以及如今的AI模型构建者正在为自己做的事情。你是在为它们自行使用或用于进入新市场的AI工具的实验和部署提供资金支持。 谈到生成式AI模型，我认为完全开源的模型——包括代码和权重——才是那些销售封闭基础模型访问权限的公司面临的真正重大威胁。由于英伟达通过销售在全球市场占据主导份额的AI硬件而获利丰厚，它确实是唯一一家足够富有

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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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unreviewed slop?” 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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External OIDC support for K8s RBAC to solve for this. You can now configure a cluster to authenticate against your existing identity provider (IdP), including Google, Okta, Auth0, Microsoft Entra ID, or another OIDC-compatible provider. Each team member runs kubectl with their own identity, the API server validates their token against your IdP, and standard Kubernetes RBAC controls what they can do via ClusterRoleBindings and RoleBindings. You get per-user Kubernetes access, revocation through y

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at Oracle's working on that because, as we discussed last week, they're one of the most exposed to this bubble. Other big data center players that are courting the AI market, it's Microsoft, it's Amazon, it's Google, they all have big things to fall back on if the bubble ends up popping, whereas Oracle is on the hook for a lot of money without as much going on elsewhere. But if they can turn that database into a semantic layer that sits between and reduces calls, that might be pretty valuable. L

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