The cost of “free” knowledge The push for paid licensing follows years of rising infrastructure costs as AI companies scraped Wikipedia content at an industrial scale. In April 2025, the foundation reported that bandwidth used for downloading multimedia content had grown 50 percent since January 2024, with bots accounting for 65 percent of the most… Read More: Wikipedia will share content with AI firms in new licensing… »
Taking responsibility for power usage In the Microsoft blog post, Smith acknowledged that residential electricity rates have recently risen in dozens of states, driven partly by inflation, supply chain constraints, and grid upgrades. He wrote that communities “value new jobs and property tax revenue, but not if they come with higher power bills or tighter… Read More: Microsoft vows to cover full power costs for energy-hungry AI… »
Microsoft has lowered sales growth targets for its AI agent products after many salespeople missed their quotas in the fiscal year ending in June, according to a report Wednesday from The Information. The adjustment is reportedly unusual for Microsoft, and it comes after the company missed a number of ambitious sales goals for its AI… Read More: Microsoft drops AI sales targets in half after salespeople miss… »
The goals are sound, but ultimately they depend on users reading the dialog windows that warn of the risks and require careful approval before proceeding. That, in turn, diminishes the value of the protection for many users. “The usual caveat applies to such mechanisms that rely on users clicking through a permission prompt,” Earlence Fernandes,… Read More: Critics scoff after Microsoft warns AI feature can infect machines… »
On Tuesday, Microsoft and Nvidia announced plans to invest in Anthropic under a new partnership that includes a $30 billion commitment by the Claude maker to use Microsoft’s cloud services. Nvidia will commit up to $10 billion to Anthropic and Microsoft up to $5 billion, with both companies investing in Anthropic’s next funding round. The… Read More: Tech giants pour billions into Anthropic as circular AI investments… »
On Monday, OpenAI announced it has signed a seven-year, $38 billion deal to buy cloud services from Amazon Web Services to power products like ChatGPT and Sora. It’s the company’s first big computing deal after a fundamental restructuring last week that gave OpenAI more operational and financial freedom from Microsoft. The agreement gives OpenAI access… Read More: OpenAI signs massive AI compute deal with Amazon »
An OpenAI spokesperson told Reuters that “an IPO is not our focus, so we could not possibly have set a date,” adding that the company is “building a durable business and advancing our mission so everyone benefits from AGI.” Revenue grows as losses mount The IPO preparations follow a restructuring of OpenAI completed on October… Read More: ChatGPT maker reportedly eyes $1 trillion IPO despite major quarterly… »
Partnerships and government contracts fuel optimism At the GTC conference on Tuesday, Nvidia’s CEO went out of his way to repeatedly praise Donald Trump and his policies for accelerating domestic tech investment while warning that excluding China from Nvidia’s ecosystem could limit US access to half the world’s AI developers. The overall event stressed Nvidia’s… Read More: Nvidia hits record $5 trillion mark as CEO dismisses AI… »
In May, OpenAI abandoned its plan to fully convert to a for-profit company after pressure from regulators and critics. The company instead shifted to a modified approach where the nonprofit board would retain control while converting its for-profit subsidiary into a public benefit corporation (PBC). What changed in the agreement The revised deal extends Microsoft’s… Read More: Expert panel will determine AGI arrival in new Microsoft-OpenAI agreement »
Share valuations based on past earnings have also reached their highest levels since the dotcom bubble 25 years ago, though the BoE noted they appear less extreme when based on investors’ expectations for future profits. “This, when combined with increasing concentration within market indices, leaves equity markets particularly exposed should expectations around the impact of… Read More: Bank of England warns AI stock bubble rivals 2000 dotcom… »