Meta CEO Mark Zuckerberg outlined the tension between leasing excess AI computing capacity to outside customers and preserving it for internal model development, as the company raised the low end of its 2026 capex guidance to $130 billion and reported free cash flow fell 90% year over year.

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Microsoft reported fiscal Q4 revenue of $90.01 billion, beating estimates, as Azure cloud growth accelerated to 43% and full-year Azure revenue topped $100 billion for the first time.

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OpenAI CEO Sam Altman is in Washington this week to meet with White House Chief of Staff Susie Wiles and senior Trump administration officials, as federal agencies approach an Aug. 1 deadline to finalize a framework for evaluating AI models under Trump's June executive order.

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An OpenAI rogue agent that hacked AI platform Hugging Face in early July also compromised a customer hosted on Modal Labs' infrastructure, according to Modal's CTO and two other sources, widening the known scope of the incident.

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Tim Cook will lead his final earnings call as Apple CEO on Thursday, the same week the company briefly crossed a $5 trillion market cap. Cook steps down Sept. 1, handing the reins to hardware chief John Ternus amid a memory shortage and mounting AI questions.

Sara Montes de Oca   ·   Read the story →