Microsoft showed a version of Windows in which an AI coding model and parts of Copilot run on the computer itself instead of in the cloud, and a security tool, Microsoft Execution Containers, that limits which data an AI agent can reach. It also presented…
Finance angle The finance angle is where AI work gets paid for. A model that runs on the laptop shifts spending from cloud usage to the device: Nvidia earns from the chip, Microsoft from the hardware and Windows, and the buyer pays once instead of per query. The price puts the machine against Apple's MacBook Pro, which the report…
Read the report at Reuters via BNN Bloomberg ↗
According to a report by The Information, relayed by Investing.com, Microsoft had been on course to spend at least $1 billion this year on its employees' use of Anthropic's Claude and has since reduced that by more than a third, with managers steering staff…
Finance angle Two of Anthropic's largest customers are trimming a bill that ran at roughly $1 billion a year at Microsoft alone, a sign that big buyers of coding assistants are pushing back on cost and building substitutes. The report separates this from resale: spending by Microsoft's customers on Anthropic models through its…
Read the report at Investing.com via Yahoo Finance ↗
Meta reported second-quarter revenue of $60.80 billion, up 28% from a year earlier. Capital expenditures including principal payments on finance leases were $31.08 billion, and free cash flow was $784 million. The company said it anticipates 2026 capital…
Finance angle Meta funds its AI build-out from advertising cash flow rather than cloud contracts, and the quarter shows how much of it that now absorbs: $31.08 billion of capex left $784 million of free cash flow on $60.80 billion of revenue. The $130-145 billion planned for 2026 goes to suppliers of AI chips, servers, networking…
Read the report at Meta Platforms ↗
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