Tendance des mentions — 20 derniers numéros

Actus en direct (69)

Apollo's Torsten Slok Says AI Boom's Profits Are Funded by Investors, Not Customers

fortune.com · 2026-08-10 · Score : 22

Microsoft Targets September Reveal for Maia 300 Chip, in Talks With TSMC for 300K+ Units in 2027

theinformation.com · 2026-08-10 · Score : 23

CNN: California, Oregon, Washington Tied for #2 US Unemployment at 5.2% as AI-Driven Hiring Slowdown Bites West Coast

cnn.com · 2026-08-08 · Score : 22

GitHub Actions and Pages Suffer Multi-Hour Outage, Copilot Coding Agent and Code Review Also Degraded

theregister.com · 2026-08-06 · Score : 18

ALERTE OpenAI, Amazon, Microsoft, Cursor and Vercel Launch Agent Plugins, a Shared MCP+Skills Package Format

9to5mac.com · 2026-08-06 · Score : 34

Microsoft Discloses $24.1B in OpenAI Sales for FY26, Confirms Bulk of AI Revenue Comes From Its Partner

bloomberg.com · 2026-08-05 · Score : 22

ALERTE Microsoft Caps Engineer AI Token Budgets, Tells Staff 'Tokenmaxxing Is Not What We Are Optimizing For'

404media.co · 2026-08-04 · Score : 31

CNBC: Amazon, Microsoft, Alphabet Q2 Earnings Inflated by ~$57B in Anthropic and OpenAI Stake Markups

cnbc.com · 2026-08-03 · Score : 21

Microsoft Project Perception AI security agents enter public preview Aug 3

blogs.microsoft.com · 2026-08-03 · Score : 19

Microsoft 10-K Shows Product R&D Headcount Down 3,000 to 77K, Second Straight Annual Decline

geekwire.com · 2026-07-31 · Score : 23

FT: Google, Amazon, Microsoft and Meta Spent $1.1T Capex From 2023 to June 2026, Plan $745B in 2026

ft.com · 2026-07-30 · Score : 22

MSP Platform Inforcer Raises $50M Series C Led by Insight to Add Shadow-AI Detection for SMBs

techcrunch.com · 2026-07-30 · Score : 19

Wiz Says Now-Patched Azure Cosmos DB Flaw Could Have Let a Remote Attacker Compromise Any Customer

reuters.com · 2026-07-30 · Score : 23

LinkedIn to Hold GPU, Compute and Storage Capacity Flat in FY 2027 After Doubling GPU Efficiency

wired.com · 2026-07-30 · Score : 22

Microsoft Books $3.2B Q4 Gain on Anthropic Stake as OpenAI Investment Marked Down ~$600M

techcrunch.com · 2026-07-29 · Score : 22

ALERTE Microsoft Azure Grows 43% and Crosses $100B in FY26 as Copilot Passes 30M Paid Seats

microsoft.com · 2026-07-29 · Score : 32

Bloomberg: AI-Driven Discovery Doubles US NVD Software Flaws in 2026 to 45,207 YTD

bloomberg.com · 2026-07-27 · Score : 23

ALERTE Nvidia Launches Open Secure AI Alliance With 40+ Firms Including Microsoft, IBM, SpaceX; Meta Absent

blogs.nvidia.com · 2026-07-27 · Score : 31

Business Insider: Microsoft Prioritizing Its Own AI Over Azure Customers, Leasing GPU Capacity From Amazon and Google

businessinsider.com · 2026-07-26 · Score : 22

ALERTE XBOW's Autonomous Agent Finds Two Critical Microsoft Bing RCEs, Disclosed as CVE-2026-32194 and CVE-2026-32191

thehackernews.com · 2026-07-24 · Score : 30

FT: US Tech Firms Have Cut ~140K Jobs YTD, Over a Third of All 2026 US Layoffs, With ~50K From Amazon, Oracle, Meta and Microsoft

ft.com · 2026-07-24 · Score : 23

'OpenForge RL' Paper Trains Coding Agents Inside Their Real Inference Harness, Beats Larger Baselines on ClawEval and OSWorld

huggingface.co · 2026-07-24 · Score : 19

Meta, Nvidia, Microsoft, IBM, Palantir Sign Open Letter Urging Congress Not to Curb Open-Weight AI

cnbc.com · 2026-07-24 · Score : 23

Microsoft and Databricks Extend Partnership Through the 2030s, Deepen Genie and Cobalt Integration

microsoft.com · 2026-07-23 · Score : 26

Microsoft Swaps OpenAI's Image Model Out of PowerPoint and Bing for In-House MAI

bloomberg.com · 2026-07-23 · Score : 23

Microsoft Ships Mage-Flow 4B on Hugging Face, Compact Image Model Beats FLUX.2 32B and Qwen-Image 20B

huggingface.co · 2026-07-22 · Score : 22

ALERTE Microsoft and Mistral Sign Multibillion-Dollar EU Data Center Deal, Add Mistral Models to Foundry and Azure

news.microsoft.com · 2026-07-21 · Score : 33

ALERTE Microsoft Names AMD Helios First-Customer Deal, Deploying 72-GPU MI455X Racks at Scale on Azure in H2 2026

newsroom.amd.com · 2026-07-20 · Score : 30

ALERTE Study: Hidden Debt at Five US Tech Giants Grew ~8x to $1.65T Since 2022, Now Eclipses On-Balance-Sheet AI Borrowing

asia.nikkei.com · 2026-07-21 · Score : 32

Microsoft CEO Satya Nadella Tells Staff Anthropic's Fable Request-Blocking Policy 'Doesn't Make Sense'

cnbc.com · 2026-07-16 · Score : 23

Microsoft's New Security Chief Hayete Gallot Sends July 14 Staff Memo Announcing She's Cut Hundreds of Roles and Replaced Senior Executives to Force AI-First Cybersecurity Overhaul — Prioritizes Security Copilot and Auto-Response AI Tools After Returning From Google Cloud in February

theinformation.com · 2026-07-14 · Score : 22

Oaktree-Backed Pure Data Centres Breaks Ground on €1.5B ($1.7B), 110MW First Phase of Finland AI Data Center With Microsoft Signed as Anchor Tenant — Part of European Push to Localize AI Training and Inference Capacity

bloomberg.com · 2026-07-14 · Score : 21

Google, Microsoft, Salesforce, Snowflake and ServiceNow Team Up on Shared Enterprise AI Agent Protocol to Blunt Anthropic's MCP

theinformation.com · 2026-07-13 · Score : 22

ALERTE Microsoft CEO Satya Nadella Publishes 'Reverse Information Paradox' Essay — Argues Enterprises Pay for AI Twice, Once in Cash and Once in Proprietary Data, Outlines 'Five Cs' Framework Pushing Vendor-Agnostic Orchestration

techcrunch.com · 2026-07-13 · Score : 28

India's TCS Plans Up to 8,900 AI Deployment Engineers and Its First Major AI Acquisitions — CEO Krithivasan Bets Outsourcing Grows, Not Shrinks, in the Agent Era

reuters.com · 2026-07-12 · Score : 21

Bloomberg: AI Echoes the Dot-Com Market Split as Iran Threat Creeps Back — Aftershocks More Likely to Cleave the AI Trade Into Infrastructure vs. Software Than Kill It

bloomberg.com · 2026-07-10 · Score : 19

Microsoft Warns Customers AI Will Mean Busier Patch Tuesdays — Discloses 'MDASH' Multi-Model Agentic Scanning Harness Finding More Windows Vulnerabilities

theregister.com · 2026-07-10 · Score : 19

Bloomberg: Alphabet, Amazon, Meta, Microsoft and Oracle Have Collectively Added ~$350B of Debt in Five Years to Fund US Data Center Buildout — AI Capex Now Outpacing Operating Cash Flow at Multiple Hyperscalers

bloomberg.com · 2026-07-10 · Score : 23

UK Designates Microsoft, Google, AWS and Oracle as Critical Third-Party Financial Suppliers From July 13 — Places Hyperscalers Under Direct Bank of England, PRA and FCA Oversight

reuters.com · 2026-07-10 · Score : 23

Microsoft's 2025 Carbon Emissions Jumped 25% to 20M Tonnes as AI Data Center Buildout Overwhelms Renewables — Brad Smith Says 'Sustainability Solutions Are Not Scaling Fast Enough'

fortune.com · 2026-07-09 · Score : 26

Fed Chair Warsh Names Marc Andreessen, Microsoft's Asha Sharma, Stanford's Charles Jones to Task Force on AI's Macro Impact on Productivity and Jobs

washingtonpost.com · 2026-07-09 · Score : 23

Microsoft's Brad Smith Warns US Now Has 'AI Regulation Without Transparent Rules' — Says Trump Administration Leans on Export Controls Because 'Government Doesn't Have the Tools It Needs'

fortune.com · 2026-07-09 · Score : 22

Nvidia and Microsoft-Backed d-Matrix Unveil Joint AI Chip System — Nvidia Blackwell Paired With d-Matrix Corsair Inference Accelerator in Single Rack

theinformation.com · 2026-07-07 · Score : 22

Microsoft Starts Replacing OpenAI and Anthropic Models With Its Own MAI in Excel and Outlook — Tens of Thousands of Prompts Per Week Now Served In-House

bloomberg.com · 2026-07-07 · Score : 23

Microsoft Research + NTU/NUS/A*STAR Ship ResearchStudio-Reel — Single PDF In, Editable Poster + Narrated Talk Video + Bilingual Blog Out, Beats Human Authors' Own Posters 84-93% of the Time

huggingface.co · 2026-07-07 · Score : 18

TechCrunch Running Tally: 120K Tech Roles Cut in 2026 With AI as the Most-Cited Reason — Microsoft's July 6 Cut of 4,800 Jobs (Sales + Xbox) Lands as the Latest Marquee Entry

techcrunch.com · 2026-07-06 · Score : 20

Microsoft's Xbox Announces Largest Restructure in Company History — 3,200 Jobs Cut and Five Studios Divested Including Ninja Theory, Undead Labs, Double Fine, Compulsion Games and Arkane Lyon

forbes.com · 2026-07-06 · Score : 23

National Grid Ventures to Invest $1.75B for 35% of Joulent, Anchoring 2.67GW West Texas 'Project Kilby' AI Power Plant With Chevron and Microsoft as Anchor Tenant

prnewswire.com · 2026-07-02 · Score : 22

WSJ: AI Data Centers Use More Water Than Most Tech Giants Report — Disclosure Gaps Mask Impact on Water-Stressed Communities

wsj.com · 2026-07-03 · Score : 21

Microsoft Memo Details Copilot Consumer/Enterprise Merger Into Single App With 'AutoPilot' Agents and Coding Tools — Nadella Tells Staff Team Must 'Earn the Right to Exist'

theinformation.com · 2026-07-02 · Score : 22

NYT: Trump Bought Up to $5M Each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia on July 23 — Same Day He Unveiled the AI Action Plan; Purchases Went Undisclosed on Required 2025 Reports

nytimes.com · 2026-07-01 · Score : 23

Microsoft Launches $2.5B 'Microsoft Frontier Company' With 6,000 AI Engineers to Embed Inside Enterprise Customers — Escalates Race With AWS's $1B Forward-Deployed Engineering Org

geekwire.com · 2026-07-02 · Score : 23

ELDR (KAIST + Microsoft Research): Expert-Locality-Aware Decode Routing for PD-Disaggregated MoE Serving Cuts Median TPOT 7-14% Across Qwen3, GPT-OSS, Gemma-4

huggingface.co · 2026-07-01 · Score : 17

UN and ITU Launch 'AI for Good Global Commission' Co-Chaired by Marc Benioff and Rwandan President Paul Kagame — Jensen Huang, Andy Jassy, Brad Smith, Jack Clark, and Aidan Gomez Among Founding Members

axios.com · 2026-07-01 · Score : 18

ALERTE Anthropic Redeploys Fable 5 July 1 With July 7 Usage Credits — Also Unveils Joint Jailbreak Severity Standard With Amazon, Microsoft, and Google

anthropic.com · 2026-07-01 · Score : 29

Microsoft Plans Layoffs Next Week Affecting Under 2.5% of 220,000-Person Workforce — Sales, Consulting, and Xbox Divisions in Scope

businessinsider.com · 2026-06-30 · Score : 22

ALERTE Anthropic Claude Goes GA on Microsoft Foundry on Azure — First-Ever Deployment on NVIDIA GB300 Blackwell Ultra GPUs With Quantum-X800 InfiniBand

blogs.nvidia.com · 2026-06-29 · Score : 30

The Big Short's Steve Eisman Says AI Investors Are Buying the Wrong Stocks — Favors Nvidia Over Hyperscalers, Calls SpaceX at 100x Revenue 'Ridiculous'

fortune.com · 2026-06-27 · Score : 18

Satya Nadella Taps Ex-Snap Exec Jacob Andreou, 33, to Lead Microsoft Copilot Turnaround — Teams Consolidated, Consumption Billing Introduced

fortune.com · 2026-06-27 · Score : 20

AI Executives and Lobbyists Are Seeking Regulatory Clarity From Trump Administration — and Are Afraid to Ask

politico.com · 2026-06-27 · Score : 23

Trump Threatens 100% Tariff on Any Country That Imposes a Digital Services Tax on US Companies

cnbc.com · 2026-06-26 · Score : 21

WSJ: AI Data Center Boom Sparks Third Wave of Inflation — 81% of Economists Forecast AI Buildout Will Push Prices Higher Over Next Year; Software Up 15%, Wholesale Components Up 27%

wsj.com · 2026-06-25 · Score : 23

Global AI Revenue Outside China Hits $25B in Q1 2026, Exceeds Data Center Depreciation Costs for Second Consecutive Quarter — Margins Remain Thin as Depreciation Consumes Two-Thirds of Revenue

bloomberg.com · 2026-06-25 · Score : 23

ALERTE EU Commission Finds AWS and Azure Are Europe's Two Largest Cloud Gatekeepers — Preliminary DMA Designation Would Force Interoperability, Ban Self-Preferencing of AI Tools, With 20% Global Turnover Fines at Stake

ec.europa.eu · 2026-06-25 · Score : 30

Cordyceps: CI/CD Flaws in 300+ High-Profile GitHub Repos Let Any Unauthenticated User Steal Credentials and Push Malicious Code — Microsoft Azure Sentinel, Google AI Agent Dev Kit, Apache, Cloudflare, Python PSF Confirmed Affected

thehackernews.com · 2026-06-24 · Score : 25

Nature Paper Alleges Microsoft's 2025 Quantum Breakthrough Was Built on 'Basic Python Errors' and Cherry-Picked Data

theregister.com · 2026-06-24 · Score : 25

Companies Are Scrambling to Stop Spending So Much on AI as 'Tokenpocalypse' Hits Enterprise Budgets — Uber Capped Claude Code After Exhausting Entire AI Budget in Four Months, Walmart Imposed Usage Limits

404media.co · 2026-06-24 · Score : 26

ALERTE OpenAI and Broadcom Unveil Jalapeño — First LLM-Optimized Inference Chip Built From Blank Slate in Nine Months, Engineering Samples Running GPT-5.3-Codex-Spark Production Workloads

stocktitan.net · 2026-06-24 · Score : 35

Microsoft and Chevron Sign 20-Year Natural-Gas Power Deal for West Texas Data Center That Could Be One of the Largest in the US

bloomberg.com · 2026-06-22 · Score : 23

Numéros de la newsletter (19)

#520 What a week: AI became everybody's decision

2026-08-09 · 1 mentions

#513 Treasury analysts called AI a systemic risk. Treasury disowned it.

2026-07-13 · 1 mentions

#510 Altman Offered Washington 5% of OpenAI. And 5% of Everybody Else.

2026-07-02 · 4 mentions

#507 Anthropic Says Alibaba Stole 29 Million Conversations With Claude

2026-06-25 · 5 mentions

#506 Washington Blocked One AI Lab. China Blacklisted 56 Companies.

2026-06-22 · 4 mentions

AI for Good: fairness is now a number you can audit

2026-06-21 · 3 mentions

Frontier Research: circuits got cheap as consciousness got loud

2026-06-21 · 1 mentions

#502 Your AI can now spend your money — Visa wired it into ChatGPT

2026-06-11 · 4 mentions

#499 Microsoft proves it doesn't need OpenAI; Alphabet raises $85B

2026-06-04 · 7 mentions

AI for Good: $200M bet on whether AI reaches 4.6 billion people

2026-05-26 · 1 mentions

AI in Healthcare: sepsis gets its first AI guardian

2026-05-26 · 1 mentions

AI Careers: Meta cuts 8,000, reshuffles 7,000 into AI

2026-05-26 · 1 mentions

AI Safety: Washington floats an FDA for AI models

2026-05-21 · 1 mentions

#490 Anthropic just had AI's biggest week of 2026

2026-05-07 · 4 mentions

AI for Good: Finally has a real scoreboard

2026-04-18 · 1 mentions

#458 Issue #458: From

2025-12-16 · 10 mentions

#461 Nadella warns of AI bubble; Karp's labor thesis at Davos

2026-01-21 · 2 mentions

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 7 mentions

#471 The AI civil war? Anthropic blasted and Open AI sees users flee

2026-03-11 · 2 mentions