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📈 Microsoft becomes the second company to reach $4 trillion
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- Microsoft's market value crossed the $4 trillion line after reporting $76.7 billion in revenue for the quarter, making it the second public company after Nvidia to reach this mark.
- For the first time, the company disclosed a real revenue number for its Azure cloud business, which now brings in $75 billion annually, satisfying long-standing investor requests for transparency.
- Its growth is backed by a plan to spend $30 billion in capex next quarter on AI infrastructure, funding a major expansion of data centers and GPUs for its cloud capacity.
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🛰️ Google's new AI acts as a virtual satellite
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- Google's new AI model, AlphaEarth Foundations, functions like a virtual satellite by integrating huge amounts of Earth observation data from multiple sources into one unified digital representation of the planet.
- Its 'Space Time Precision' architecture is the first to support continuous time, which allows the model to generate maps for any specific date and fill observation gaps caused by cloud cover.
- The system produces 'embedding fields' that transform each 10-meter square of Earth's surface into a compressed digital summary, now available to researchers as the Satellite Embedding dataset.
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👓 Zuckerberg says people without AI glasses will be at a disadvantage in the future
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- Mark Zuckerberg stated that people without AI glasses will eventually face a significant cognitive disadvantage because the technology will become essential for daily interaction and accessing information.
- He believes this form factor is ideal for an AI assistant since the device can see what you see and hear what you hear, offering constant, context-aware help.
- Adding a display to future eyewear, whether it's a small screen or a wide holographic field of view like in Meta's Orion AR glasses, will unlock even more value.
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🛑 Tesla takes first step in sunsetting Model S and X
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- Tesla has stopped accepting new custom international orders for the Model S and Model X, a major change suggesting the company is beginning to sunset its two oldest vehicles.
- In Europe, the website's ‘Order’ button no longer leads to the Design Studio for configuration, but instead directs potential buyers to a list of existing local inventory.
- This shift is attributed to low sales volume, which doesn't justify the expensive logistics process of shipping individual car builds from the US to overseas customers.
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🔎 China summoned Nvidia over H20 chip security risks
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- China's cyber regulator summoned Nvidia over "serious security issues" with its H20 chip, which was designed for the local market to comply with existing US export restrictions.
- The agency alleges that Nvidia's computing chips contain "location tracking" and can be "remotely shut down," a claim it attributes to unnamed US AI experts mentioned in the report.
- Beijing has demanded that the US company explain the security problems and submit documentation to support its case, complicating its effort to rebuild business in the country.
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⚕️ White House and tech giants partner on health data
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- Tech giants like Apple and Amazon are joining a White House initiative to make patient health data more interoperable, allowing information from various providers to be shared across a single application.
- This voluntary network aims to unlock medical records currently held in proprietary systems, so a person’s test results and other information can be easily brought together inside a trusted app.
- The group plans to create AI-driven personal health coaches to help manage conditions like diabetes, with partners committing to deliver results for this data sharing effort by the first quarter of 2026.
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