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.
Project Kilby highlights the growing trend of tech giants securing dedicated energy sources, impacting energy markets and AI infrastructure.
The post Microsoft’s Project Kilby aims for power delivery by 2028, Stifel says 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
Nvidia and Microsoft this month touted the reinvention of computers with a new class of “agentic AI PCs” that will “reinvent the way PCs work.”
That’s how Nvidia CEO Jensen Huang described the computers at the recent Computex trade show. At the event, Nvidia introduced its first AI-focused PC chip called N1X, which has an integrated CPU and GPU and will be used in agentic AI PCs.
Nvidia’s new RTX Spark PCs are the first in a major “PC reinvention for 40 years,” Huang said, likening them to AI phones. “You could talk to it, it could look at you. You could ask it to read files… [or] go help you do research.”
Not so fast, say analysts, who argue the computers are mostly repackaged AI PCs that shouldn’t necessarily drive enterprise upgrades.
“Agentic AI PCs is a strange term that should probably be deemphasized,” said Leonard Lee, principal analyst at neXt Curve. “Depending on use case, PCs of the last two generations are ‘agentic AI’-capable.”
Skeptical of the hype, analysts said many cu
Chevron's direct power supply to Microsoft's AI centers highlights fossil fuels' enduring role in tech growth, impacting energy transition dynamics.
The post Chevron partners with Microsoft for 20-year power production deal to fuel AI data centers appeared first on Crypto Briefing.
Alphabet's AI talent loss could reshape tech leadership, potentially elevating NVIDIA and Microsoft in market cap rankings by 2026.
The post Alphabet loses $269B in market cap amid AI talent concerns appeared first on Crypto Briefing.
Microsoft clipper spreads by USB, swaps addresses, and sniffs BIP39 via Tor; TrapDoor taints dev packages; hardware wallets carry supply-chain caveats. Defenses that help.
Amazon's potential $3T valuation highlights the growing influence of cloud and AI investments, reshaping tech market dynamics and investor strategies.
The post Amazon predicted to surpass Microsoft’s market cap, join $3T club by summer appeared first on Crypto Briefing.
Microsoft's data center in Pecos could reshape local economies and challenge sustainability goals, highlighting tech's evolving energy demands.
The post Microsoft plans new data center campus in Pecos, Texas with massive power deal appeared first on Crypto Briefing.
Microsoft has alerted about a malware that spreads through flash drives that use Windows shortcut files to infect devices. The so-called “clipper” malware searches for crypto addresses in the clipboard and substitutes them with other addresses controlled by attackers. Microsoft Alerts About Windows Malware That Changes Cryptocurrency Addresses The team behind Microsoft Defender, Windows’ embedded […]
The ARD standard could redefine enterprise AI integration, potentially marginalizing non-compliant tools and boosting major backers' market dominance.
The post Google, Microsoft, and Salesforce back new AI software standard to counter OpenAI and Anthropic appeared first on Crypto Briefing.
Enterprises implementing agentic AI face a challenge: Which tools should they allow their agents to use, where can they be found, and how can they be used safely? A new protocol, Agentic Resource Discovery, or ARD, aims to let agents answer those questions for themselves. Behind it are Google, Microsoft, Cisco, Nvidia, Salesforce and others.
ARD aims to standardize the way that tools and services are shared across systems within a corporate domain. For example, when investigating a production problem, an agent may want to query engineering documentation and open support tickets, deployment history and observability systems, all of which could be managed by different registries and across different silos. There is no common layer that pulls them together. ARD has been designed to be that layer.
It operates across two levels. Catalogs and Registries. In the first, an organization publishes a catalog setting out its available capabilities. The Registries layer act as a form of search engi
Enterprises implementing agentic AI face a challenge: Which tools should they allow their agents to use, where can they be found, and how can they be used safely? A new protocol, Agentic Resource Discovery, or ARD, aims to let agents answer those questions for themselves. Behind it are Google, Microsoft, Cisco, Nvidia, Salesforce and others.
ARD aims to standardize the way that tools and services are shared across systems within a corporate domain. For example, when investigating a production problem, an agent may want to query engineering documentation and open support tickets, deployment history and observability systems, all of which could be managed by different registries and across different silos. There is no common layer that pulls them together. ARD has been designed to be that layer.
It operates across two levels. Catalogs and Registries. In the first, an organization publishes a catalog setting out its available capabilities. The Registries layer act as a form of search engi
Google, Microsoft, OpenAI, and others want to help enterprises demonstrate that their AI applications are behaving themselves through the creation of a new foundation.
The Appia Foundation will, it explained rather impenetrably, “establish modular specifications that provide a connecting layer to bridge foundational global standards with practical, trusted assessments across the global AI value chain.”
Those specifications will help AI users ascertain whether the systems they are using meet all the obligations that apply to them in the form of standards and regulations, it said. It’s a challenging task with so much regional variation in requirements, and where the EU, for example, is more tightly controlled than the US.
The Foundation has established a set of criteria to demonstrate conformity with what is expected. There are two layers: the Requirements and Guidance layers will help users determine what is actually required, while the Assessment Enablement layer will look at how those