Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the ...

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the ...

The cost of infrastructure build-out, energy challenges Massive data center/GPU buildout driven by real demand (no "dark GPUs"—all utilized for tokens/AI apps ...

Governments can't regulate AI in time. Tech firms are too big to fail. If AI governance happens at all, it will happen in the ...

At Microsoft Ignite in November, we introduced Frontier Transformation — a holistic reimagining of business aligning AI with human ambition to help organizations achieve their highest aspirations and ...

Congratulations to the winners of the 2026 Microsoft Security Excellence Awards that recognize the innovative defenders who ...

In New York, to discuss our results are Joanna Geraghty, our Chief Executive Officer, Martin St. George, our President, and Ursula Hurley, our Chief Financial Officer. Today's call, we will make ...

Microsoft unveils Maia 200 AI inference chip using TSMC 3nm, claiming higher FP4/FP8 performance and 30% better $/perf vs rivals—read more now.

The Value Fund returned +0.4% in 2025, facing significant currency headwinds and a concentrated market. Read the full 2025 ...

The Trump administration is moving to put Artificial Intelligence not just in the tools agencies use, but in the very text of federal rules. Transportation officials are preparing to lean on Google’s ...