Satya Nadella

Rule Changes

Leading company's Secure Future Initiative

Microsoft released its February 2026 Patch Tuesday update fixing 58 security flaws, including six zero-day vulnerabilities already being exploited; the most severe bypasses Windows SmartScreen, tricking users into running malicious software without warnings. CISA added all six to its Known Exploited Vulnerabilities catalog, giving federal agencies until March 3, 2026 to patch.

Updated 2 days ago

Money Moves

Q1 FY2026 beat expectations: Azure 40% growth beat 37% guidance; disclosed $250B incremental OpenAI Azure contract; Fairwater 2GW Wisconsin facility announced; managing $3.1B quarterly net losses from OpenAI investment

The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are tracking toward over $720 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025. All four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.

Updated 3 days ago

Built World

Anchor buyer for the nuclear-AI build-out

A reactor small enough to fit on a flatbed truck started trading on the Nasdaq on Tuesday. Hadron Energy, which has not yet built one, raised about $31 million in the deal and now has to convince regulators, utilities, and AI hyperscalers that its 10-megawatt Halo design can produce power before the end of the decade.

Updated 3 days ago

Money Moves

Largest single shareholder in OpenAI Group PBC

OpenAI filed a confidential draft registration with the Securities and Exchange Commission (SEC) on Friday, May 22, 2026. The filing is the first formal step toward a public listing that could value the ChatGPT maker above $1 trillion.

Updated 7 days ago

Rule Changes

First tech executive to commit to consumer electricity cost protections

For decades, American households paid roughly the same share of electricity costs regardless of which industries were expanding. AI data centers have broken that arrangement.

Updated May 20

Money Moves

Largest single buyer of Nvidia GPUs

Nvidia reports first-quarter fiscal-2027 earnings after the U.S. market close. Wall Street expects about $78 billion in revenue, with $73 billion of that coming from data centers — roughly one quarterly print equal to the entire annual revenue of Intel.

Updated May 20

New Capabilities

Betting $27% stake on OpenAI while redefining AGI as economic growth

OpenAI's GPT-5 dropped August 7, 2025, completing AI's shift from chatbots that string words together to systems that think through problems step-by-step. Google DeepMind's models won the International Math Olympiad by solving problems only five humans cracked, as Anthropic's Claude, Meta's Llama, and every major AI lab raced to build reasoning models.

Updated May 19

New Capabilities

Led Microsoft's first-ever voluntary retirement program as the company pivots engineering headcount toward AI

For most of computing's history, every line of production code at a major software company was typed by a human. Google CEO Sundar Pichai told an audience at Google Cloud Next 2026 on April 24 that 75 percent of new code at the company is now generated by artificial intelligence and reviewed by engineers afterward. That share was 25 percent in October 2024.

Updated Apr 26