Microsoft
Everyone Is Building Nvidia's Replacement. Amazon Just Offered to Sell You One.
Amazon signaled it may sell Trainium chips to outside data centers, following Google's TPUs into the merchant market. Anthropic and Meta are each moving toward Samsung for custom silicon of their own, one in early talks and one reportedly negotiating a deal, evidence that Nvidia's moat was always software, not chips.
Cloud Revenue Vindicates Big Tech AI Spending, but Meta's Runaway Capex Unnerves Investors
Alphabet, Microsoft, Amazon, and Meta reported Q1 2026 results on April 29 that collectively delivered the clearest evidence yet that AI infrastructure spending is generating real cloud revenue. The outlier was Meta, whose strong earnings were overshadowed by a capex guidance range raised for the second time this year, with no concrete product milestone attached to the ceiling.
Microsoft Bets on Model Diversity, Bringing Claude Into the Heart of Copilot
Claude is now available inside mainline Copilot chat, the clearest sign yet that Microsoft's era of exclusive dependence on OpenAI is over. Wave 3 of Microsoft 365 Copilot reframes the platform as model-diverse by design - and positions Microsoft, not any individual AI lab, as the stable layer enterprises should trust.