Both neocloud leaders stand to benefit from rising demand for AI computing power.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The giant industrial companies of the past were eventually broken up—but it wasn’t easy. The next target: the tech giants.
China’s Supreme People’s Court is reviewing a high profile patent dispute involving Microsoft’s user interface technology. The case follows multiple unsuccessful attempts by Microsoft to invalidate the patent at lower courts. The outcome could affect Windows and Surface products in China and influence how software and interface patents are treated for global tech firms. Chinese IP authorities have highlighted the case for its legal significance, drawing both domestic and international...
Shares of technology giant Microsoft (NASDAQ:MSFT) fell 4% in the afternoon session after investors reacted to its massive spending on artificial intelligence, which overshadowed an otherwise strong first-quarter earnings report.