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HISTORICAL FACTS: 8 - Caught on Camera

How big tech is creating its own friendly media bubble to ‘win the narrative battle online’

At a time when distrust of big tech is high, Silicon Valley is embracing an alternative ecosystem where every CEO is a star

The Guardian - US

Analysis: OpenAI is a loss-making machine, with estimates that it has no road to profitability by 2030 — and will need a further $207 billion in funding even if it gets there

A recent analysis by major bank HSBC suggests that OpenAI's future revolves around debt accumulation, as companies increasingly turn to speculation to fuel the AI company's compute hunger.

Windows Central

"If Microsoft did Mixer today, it would be hot sh--," — Twitch legend Shroud reflects on Xbox's dead streaming platform, and he's 100% right

What if Mixer hadn't died? Twitch legend and Mixer alumni Shroud reflected on Microsoft's deceased streaming platform recently, noting something I hadn't really considered previously. With all of ABK, cloud streaming, and indeed, "AI," Mixer could've been something special in 2025.

Windows Central

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Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI

Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle because there's nowhere to plug them in.

Benzinga

Microsoft Stock Faces An AI-Driven Physics Problem

Microsoft faces margin pressure from heavy AI spending, but long-term demand, new AI economics, and improving technicals support a bullish outlook

MarketBeat

Satya Nadella Turns To Cloud Playbook For AI Era, Appoints Veteran Rolf Harms To Lead Business Model Overhaul: Report

Microsoft (NASDAQ:MSFT) CEO Satya Nadella is reportedly set to revolutionize the company’s business model for the AI era, similar to what the software giant did with the cloud, and he has appointed a key executive to lead this transformation.

Benzinga

Microsoft CEO Satya Nadella Reveals Real AI Bottleneck After $35 Billion Anthropic Partnership— And It's Not GPUs

Microsoft Corp. (NASDAQ:MSFT) Chairman and CEO Satya Nadella has revealed that the true bottleneck for the burgeoning AI industry isn’t a shortage of advanced GPUs, but rather the fundamental physical infrastructure required to power them.

Benzinga

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Nvidia CEO Says Anthropic Has 'Revolutionized' Agentic AI Space As Jensen Huang, Satya Nadella, Dario Amodei Talk About New Partnership

Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Anthropic on Tuesday detailed a sweeping new alliance involving major investments.

Benzinga

Satya Nadella relinquishes his role as Microsoft's communicator-in-chief

Also: All the news and watercooler chat from Fortune.

Fortune

Microsoft's biggest mobile regret: stunning Windows Astria concept shows how Windows Phone could have won with Fluent Design and Android apps

A visionary designer recently shared a stunning concept inspired by Microsoft's Windows Phone dubbed Windows Astria, which ships with Microsoft's modern Windows 11 Fluent Design language, Live Tiles, and future-proof UX.

Windows Central

Microsoft CEO Satya Nadella explains the AGI "Winner's Curse" and why the value in AI will ultimately be captured by the platform—not the frontier model

Microsoft's CEO, Satya Nadella, recently shared some interesting insights on AGI, but also claimed that the technology is still in its early innings.

Windows Central

CEOs Everywhere Are Trying To 'Reimagine And Automate Processes,' Says Goldman Sachs Chief, Predicting A Major Wave Of AI-Driven Productivity

Business leaders are reshaping how work gets done as artificial intelligence spreads across global industries, Goldman Sachs Group Inc. (NYSE:GS) CEO David Solomon said.

Benzinga

Forget Microsoft's unpopular agentic AI OS plans, Windows Aero makes a comeback in new 'Windows 26' concept — but with a futuristic twist and a consistent dark theme

Designer Abdi (AR 4789 on YouTube) has shared an interesting concept about Windows 26, possibly envisioning what a future Windows version could look like if Microsoft embraces some of these ideas.

Windows Central

OpenAI reportedly hemorrhages $15 million/day on AI slop videos — after Bill Gates warned Satya Nadella against "burning billions" in the ChatGPT maker

A new report seemingly corroborates this theory, suggesting that OpenAI burns through approximately $15 million per day through itsSora video creation app.

Windows Central

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Benzinga

Michael Burry Doubles Down On AI Bubble Claims As Short Trade Backfires: Says Oracle, Meta Are Overstating Earnings By 'Understating Depreciation'

Famed investor Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early this week.

TechRadar

"You may actually have a bunch of chips sitting in inventory that I can’t plug in" - Satya Nadella admits an embarrassing shortcoming, so let's hope it doesn't set the company back in the AI arms race

Microsoft’s AI growth faces power shortages as global energy limits challenge data center expansion and raise fears of an AI bubble.

Windows Central

PlayStation forced Microsoft to give up Xbox exclusives — now it wants to destroy Xbox at cloud gaming and Xbox Play Anywhere cross-buy as well

PlayStation's new "Stream Your Own Game" feature has over a thousand titles, utterly destroying Xbox Cloud Gaming's "Stream Your Own Game" feature. Although, it is limited to a specific piece of PlayStation hardware ...

Windows Central

Sam Altman is tired of the AI bubble talk — and says OpenAI could be worth $100 billion by 2027

OpenAI CEO Sam Altman is fed up with critics, says 'enough' to questions about OpenAI's finances, and claims the company's revenue is "growing steeply" and exceeding $13 billion annually.

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PC Gamer

If Microsoft can't source enough electricity to power all the AI GPUs it has, you have to wonder how Amazon is going to cope in its new $38 billion deal with OpenAI

I worry about powering the sole GPU that's in my gaming rig, so that means I'm bonding with Microsoft, right?

Windows Central

Satya Nadella bet billions on OpenAI when no one else would — and it changed everything

OpenAI CEO Sam Altman recently revealed how Microsoft's early bet and investment in the company played an instrumental role in its success in the ever-evolving AI landscape.

Benzinga

Trump Says Will 'Not Let Anybody Have' Nvidia Chips—But Satya Nadella Reveals MSFT's Chips Are Lying In 'Inventory' Due To Power Shortage

Even as President Donald Trump said that the U.S. won’t share Nvidia Corp.‘s (NASDAQ:NVDA) “advanced” chips with China, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella has revealed that the primary bottleneck for AI growth is no longer the supply of GPUs but a lack of power and data center infrastructure.

Tom’s Hardware

Microsoft CEO says the company doesn't have enough electricity to install all the AI GPUs in its inventory - 'you may actually have a bunch of chips sitting in inventory that I can’t plug in'

Microsoft CEO Satya Nadella said in an interview that he has some AI chips in inventory that he cannot use because he has nowhere to plug them in.

Benzinga

After Satya Nadella Revealed That Bill Gates Warned Him Against OpenAI Investment, Altman Says Microsoft 'Early Conviction' Led To Company's Rise

On Friday, OpenAI CEO Sam Altman praised Microsoft Corporation (NASDAQ:MSFT) and its CEO Satya Nadella for their decisive early investment and unwavering support, saying the tech giant's conviction played a defining role in ChatGPT-maker's transformation into an artificial intelligence powerhouse.

Windows Central

Microsoft’s CEO compared Xbox to TikTok — and the internet is confused for the wrong reason (here's why)

Yes, Xbox competes with TikTok and other forms of social media. But the reason TikTok is winning is because Microsoft refuses to be more social and culturally open — It's no surprise Roblox and Steam are eating Xbox's lunch. Microsoft is VERY uncool.

Fortune

Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: ‘Yeah, you’re going to burn this billion dollars’

Nadella said despite the risk, “it was not that hard to convince anyone.”

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