Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion …
Microsoft Q2 2026 revenue was $90.0 billion and increased 18% (up 17% in constant currency) Operating income was $40.6 billion and increased 18%. Net income was $35.8 billion and increased 31% on a GAAP basis, and was $35.3 billion and increased 22% on a non-GAAP basis. Diluted earnings per share was $4.81 and increased 32% …
SpaceXAI has real-world proof of 6–12 month deployments for large clusters via warehouse retrofits, phased build-out, and on-site/mobile power. They have gas turbines from partners like Solar Turbines + APR Energy that can install in days to 6-12 weeks. People are worried about how quickly the big tech hyperscalers are spending their hundreds of billions …
Microsoft is threatening to sue OpenAI over the February 2026 Amazon $50B investment and $100B cloud-expansion deal. Microsoft says the Frontier agent platform on AWS (stateful runtime) violates the Azure exclusivity for stateless OpenAI APIs that was in the original ~$13B Microsoft investment agreements (updated Sept 2025). Microsoft publicly restated Azure remains the exclusive cloud …
Bill Gates is down to 19th richest person in the world. He has a little more than three times as much as his x-wife. Bill has one eighths of the wealth of Elon Musk. Bill got out of Microsoft shares and into railroads and conservative mostly non-tech investments. Bill has also been shorting Tesla. SpaceX-XAI …
Future of AI copilots and agents, impact on white collar work Nadella discusses Microsoft’s Copilot evolution: started with GitHub Copilot (code suggestions), expanded to desktop/Windows, and now includes chat, actions, and autonomous agents (foreground/background, local/cloud). He uses coding as the prime knowledge-work example: from next-edit suggestions → chat → actions → full agents. Vision: AI …
Microsoft EVP of Cloud + AI Scott Guthrie says the goal is to be able to 10X the AI training every 18-24 months. This likely includes maintaining the 2-4X pace of chip improvement. Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and Dwarkesh an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building …
Mustafa Suleyman’s is CEO of Microsoft AI, and the co-founder and former head of applied AI at DeepMind. He thinks of superintelligence from a Humanist superintelligence (HSI) view. He verticalized, human-serving AI at enterprise scale—positions Microsoft. The microsoft superintelligence group is about a year old. The OpenAI agreement had to be modified to permit Microsoft …
OpenAI has committed to spending $1.15 trillion (updated to $1.4 trillion) on hardware & cloud infrastructure between 2025 & 2035. OpenAI announced they would hit $100B in 2027 which is earlier than expected. OpenAI expects to have a $20 billion per year revenue run rate at the end of this year (2025). If OpenAI hits …
In the USA, AI data centers will need around 20 to 30 gigawatts (GW) of combined power by late 2027. 30 GW is about 5% of US average current power generation capacity and 2.5% of China’s. 30 GW would be around 25% of power generation capacity in Japan, 50% in France, and 90% in the …
