Microsoft’s Project Kilby aims for power delivery by 2028, Stifel says

Micron's earnings will influence semiconductor and crypto markets, reflecting broader economic sentiment and AI infrastructure trends. The post Investors await Micron earnings amid chip sector volatility appeared first on Crypto Briefing.

Microsoft's unproven quantum claims highlight the challenges and skepticism in advancing topological quantum computing commercially. The post Scientist questions Microsoft’s quantum computing claims in Nature paper appeared first on Crypto Briefing.

Credo's strategic positioning in AI infrastructure could drive significant growth, but reliance on hyperscaler clients poses cyclical risks. The post Brown Capital Management highlights Credo Technology as key fund addition amid AI infrastructure growth appeared first on Crypto Briefing.

Qualcomm's custom chip design for ByteDance could redefine AI infrastructure, but geopolitical tensions and ByteDance's in-house ambitions loom. The post Qualcomm in talks to design custom chips for ByteDance appeared first on Crypto Briefing.

The massive data center investments by tech giants could lead to significant financial risks if AI demand doesn't meet expectations. The post Meta and Microsoft commit tens of billions each to data center leases as industry tops $850B appeared first on Crypto Briefing.

The AI IPO tsunami on the stock market has only recently gotten under way, with SpaceX’s more-than-$2 trillion IPO likely to be followed in several months by OpenAI’s and Anthropic’s IPOs — each of which is likely to hit $1 trillion. That will mint three new trillion-dollar AI companies in a matter of months, all of which compete with Microsoft.  Wall Street has never seen anything like it. Previously, the most money raised by all IPOs in a single year was $671 billion in 2021. It took 38,644 deals to get to that figure. Compare that to three deals this year that by themselves will likely total $4 trillion. The numbers are eye-popping.  For Microsoft though, it’s not the numbers themselves that are important. It’s what will happen to the company once it as three newly minted trillion-dollar AI competitors. Until recently, when it came to AI, Microsoft was king of the hill. But can it keep that place? Microsoft’s weakened position The IPOs come at a particularly fraught time for Microso

Microsoft has been pushing hard to make Visual Studio Code a major way to consume its AI services, mostly in the form of GitHub Copilot. GitHub Copilot’s deep integration with VS Code brings many conveniences — inline autocomplete, for instance — but it’s frustrating for those, like me, who would rather use another model provider, or even a locally hosted LLM, for those functions. Visual Studio Code 1.122 introduced a new feature, “Use BYOK [Bring Your Own Key] without a GitHub sign-in,” that allows you to “use chat, tools, and MCP servers in air-gapped or restricted environments where GitHub sign-in isn’t possible.” More importantly, it “enables fully offline workflows with local models like Ollama.” In other words, you can now use locally hosted LLMs for chat, tools, and Model Context Protocol servers inside Visual Studio Code. The one thing you still can’t do is use a local LLM for inline and next-edit suggestions — at least, not without additional tooling. Choosing a model for BYOK

The potential $30B transaction could redefine APAC data center valuations, highlighting the region's growing strategic importance in AI infrastructure. The post AI Infrastructure Partnership and Brookfield bid for Stack Infrastructure’s Asia-Pacific data centers appeared first on Crypto Briefing.