AI Names · Cloud platforms
Microsoft
MSFT
Microsoft is the tollbooth. Azure is where OpenAI runs, GitHub Copilot is how the models showed up in code, and the cloud bill is where a lot of this lands.
- Site
- microsoft.com
- Product
- Azure
- Who
- Satya Nadella, CEO
In the Daily
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Morning Brief
OpenAI just pulled the plug on Cursor· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.
· Morning Brief
Nvidia writes a $6 billion Poolside check. Samsung returns up to $80 billion.Broadcom is hunting more than $60 billion of chip debt for Anthropic, and Chinese models just swept OpenRouter.
· Morning Brief
Nvidia readies a China LPU. Alibaba spends $10 billion.Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.