Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say
Nvidia poured tens of billions into AI startups under Huang. Without him at the helm, founders and VCs are bracing for smaller checks and lower valuations.
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Nov 13
Build once, run on any agent: A practical guide to agent skills
Agent skills capture repeatable engineering work in files teams can review and reuse, while tools, project context, and permissions remain specific to the host that runs them.
Microsoft Research Focus – Edition #98
What's new in research at Microsoft? Host Anson Ho explores the latest, including AI-powered universal translation, a breakthrough in a 31-year-old mathematics challenge, and advances making AI coding agents faster and more efficient.
Nebius tests the neocloud playbook with $40 billion in planned spending
Nebius plans to fund its $40 billion AI infrastructure expansion through customer prepayments and loans, even as delays at a Microsoft data center raise questions about its financing model.
Five ways Jensen Huang’s ouster from Nvidia could damage the AI industry
Nvidia's ousted CEO Jensen Huang's downfall isn’t just your run-of-the-mill salacious billionaire sex scandal. He was using his influence to push the AI industry in some very specific ways.
Nov 12
Jensen Huang resigns as Nvidia CEO after espionage scandal wipes out $1.4 trillion in market value
Jensen Huang resigned as CEO, president, and board member of Nvidia effective immediately, according to a statement on November 12, 2026.
Nov 11
Introducing Kimi K3.1 Pro on Amazon Bedrock
Kimi K3.1 Pro from Moonshot AI is now available on Amazon Bedrock. Learn how to get started through the OpenAI-compatible Chat Completions, Responses, and Converse APIs, optimize inference with explicit prompt caching, and use the model as a coding assistant in OpenCode.
Lazare, veni foras: Reprogramming Dormant Neurons to Backdoor AI Agents
Microsoft researchers have discovered “Lazarus,” a backdoor technique that can reprogram dormant neurons in an AI model, causing an otherwise normal AI agent to execute malicious commands when a hidden trigger appears. The threat is especially serious for AI agents with tool or terminal access.
How TCS built an agentic test orchestrator with Amazon Bedrock AgentCore
Tata Consultancy Services (TCS) built an agentic test orchestrator on Amazon Bedrock AgentCore that turns requirements into executable, governed tests for its Banking, Financial Services, and Insurance (BFSI) clients. Learn how specialized agents, per-tenant isolation, and workload-aware execution cut testing effort by 88% in an internal benchmark.
Nov 10
Anthropic kicks off IPO roadshow, offering shares at $70 to $78 and targeting a trillion-dollar valuation
Anthropic is kicking off its IPO roadshow, targeting a valuation of up to $1.02 trillion. Beyond the public offering of up to $64.4 billion, the company is securing $26 billion through a private placement with Google, Nvidia, Microsoft, and other major tech firms as anchor investors.
Eight countries and top AI labs agree to shutdown mechanisms in new Paris declaration
Eight countries along with representatives from OpenAI, Anthropic, Microsoft, and Mistral AI have signed the "Paris Call for AI Safety and Security" at Emmanuel Macron's initiative. The companies commit to shutdown mechanisms, independent audits, and disclosing known risks, but the agreement lacks binding sanctions or deadlines.
After challenging Google’s Android with Cyanogen, its co-founder takes aim at Windows for AI era
Kora is set to launch as a free-to-use alternative to Windows, targeting users who rely heavily on AI models and agents.
Anthropic sets IPO price range of $70 to $78 per share to reach an implied valuation of $1.404 trillion
The company could end up being worth a hefty $1.404 trillion if its shares list at the top of the price range, on a fully diluted basis.
Professional work deserves professional tools. Meet AWS Quick.
Introducing AWS Quick, formerly Amazon Quick, and the debut of our first brand campaign celebrating teams who keep business moving. AWS Quick is the AI workspace built only for work, where teams use AI agents to research, analyze, and act across the data and applications they already rely on.
Nov 7
Beyond code generation: A developer’s guide to agentic engineering
Writing code got faster. The work around it didn't. See how you can plan, write code, review changes, and investigate production issues with GitHub Copilot, and what work still needs your judgment.
Frontier Radar #5: If AGI is so close, why is everyone leaving? The neolabs and their bets
OpenAI is talking about the AGI era, and Nvidia CEO Jensen Huang says AGI has arrived. At the same time, co-creators of today's models are leaving OpenAI, Google DeepMind, and Meta to start their own labs, raising billions with no product to show. Why? They're betting that the current recipe alone won't be enough.
Nov 6
Protesters break into Microsoft data center site in Amsterdam
Protesters have broken into a construction site of a new Microsoft data center in Amsterdam this morning. Members of the Geef Tegengas group helped organize the protest against the construction of three 85-meter data center towers in the outskirts of Amsterdam.
Formally verifying agent-written full-stack web apps with PDD Kit
AI agents can generate code at a scale that’s hard for humans to review line-by-line. PDD Kit helps ensure the code is doing what the developer intended by creating formal specifications and testing against them. It converts developer intent into a Verus specification, proves AI-generated code meets it for every input, and uses tests where proofs aren't practical.
Nov 5
After midterm rout, OpenAI tries to win over communities it needs for AI expansion
OpenAI is responding to the clear vote by US voters against new data centers with voluntary commitments for future sites. The pledges only apply to facilities OpenAI operates itself, though, and a large share of its infrastructure is built by partners like Oracle. Voters rejected new data centers in 40 out of 41 local ballot measures.
Big Tech’s big AI buildout will not end until someone stops it
After four of the biggest competitors in the AI race held quarterly earnings calls late last month, two things are clear: Big Tech is not done spending record amounts on the AI data center buildout, and the AI data center buildout is not any closer to yielding its promised returns.
Nov 4
Please stop asking me when the AI bubble will pop
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst.
Data centers are turning to old jet engines as the wait for power grows
The years-long wait for access to the grid and new turbines is causing data center builders to turn to an unusual, less-efficient and less environmentally friendly solution: once-discarded jet engines.
Learn the rules: The hacker mindset
Research Manager Mike Walker reflects on a career spanning hacker culture, cybersecurity, and AI, sharing lessons about trust, teamwork, leadership, and why solving difficult problems requires curiosity, judgment, agility—and an understanding of the rules.
ServiceNow on-behalf-of token exchange with Bedrock AgentCore Gateway
Learn how to configure Amazon Bedrock AgentCore Gateway for an on-behalf-of (OBO) token exchange with Microsoft Entra ID, so an AI agent can call the ServiceNow REST API while preserving the calling user's identity. AgentCore Gateway performs the exchange natively, with no interceptor Lambda or custom code.
Nov 3
Goldman Sachs pulls AI coding tools from traders and bankers
Goldman Sachs is pulling AI coding tools like Claude Code and GitHub Copilot from traders and bankers, limiting access to engineers only. As recently as July, CIO Marco Argenti publicly praised "vibe coding" by non-technical staff. Now the bank cites "productivity and risk management" as the reason for the reversal.
Oct 31
Microsoft offers a quarter of its workforce voluntary severance while shielding AI-critical teams
Microsoft is offering voluntary severance packages to about 60,000 employees, roughly a quarter of its workforce, in the second such program this year. The company's headcount has held flat at around 223,000 since 2022 even as it plans to spend about $170 billion on AI infrastructure in 2026 alone.
The biggest names in AI are backing a new way to opt out of scraping
OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI, as reported earlier by Search Engine Roundtable. With this control, publishers can apply their AI training preferences across multiple AI companies, instead of setting them individually.
Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
Configure the ChatGPT desktop app with Amazon Bedrock in AWS GovCloud (US)
The ChatGPT desktop app is now available on Amazon Bedrock in AWS GovCloud (US). This post walks through a controlled local deployment that routes model inference to Amazon Bedrock in AWS GovCloud (US-West) using API-mode sign-in, a managed device policy, a named AWS profile, and network restrictions, so a security team can validate it before broader use.
Oct 30
From synthetic enterprise data evaluations to real Microsoft Copilot AI confidence
Evaluating Microsoft Copilot at enterprise scale requires test data that captures the full complexity of real organizations, yet real enterprise data contains sensitive information that cannot be used for evaluation under any circumstances.
Wikipedia’s operator says a bad AI copyright ruling could threaten the open web
The Wikimedia Foundation is staking out a middle ground in a group of landmark AI copyright cases, pushing courts to legally protect large language models (LLMs) training on copyrighted work - but not chatbots regurgitating that work to users.
Microsoft Research Focus – Edition #97
Host Sowbhagya Suresh shares some of the latest news and cutting-edge research from across Microsoft—from understanding the challenges facing coding agents to uncovering how people use AI at work and improving extended-range weather forecasting.
Microsoft’s AI future has fewer jobs
To anyone listening closely to what Microsoft CEO Satya Nadella has been saying over the past couple of years, this week felt like the clearest sign yet that AI is about to fundamentally change the size of Microsoft's workforce.
Oct 29
Microsoft is ending Copilot support on smart TVs
Nearly two years after LG and Samsung announced at CES 2025 that their latest smart TVs would include access to Microsoft's Copilot, the company is ending support for the AI assistant's functionality on all TVs this year, according to a report by Windows Central.
Microsoft hits 10 quarters of record-breaking revenue in a row
Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another record for quarterly revenue on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter.
Microsoft recorded $10 billion in revenue from OpenAI
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.
Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion
Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.
Oct 27
How AI Is Changing the Pace of Discovery for Millions Living With Dementia
There are 57 million people worldwide living with dementia today. For the researchers working to help them, the obstacle isn’t a lack of effort — it’s too much data, too few experts to synthesize it and a pace of discovery that can’t keep up with the disease.
Meta AI director Rohit Patel leaves to take on Microsoft Office and Google Workspace
Rohit Patel is departing Meta after eight years working on AI evaluations and reinforcement learning, TechCrunch has exclusively learned. His startup, Ndoc, aims to take on Microsoft Office Suite.
Industrial Intelligence: The next growth opportunity for manufacturing
Every manufacturer has its own industrial intelligence. Some is documented, and some resides in the knowledge of experienced workers. Consider an experienced operator preparing to restart a line after a changeover.