Nvidia sales were up 94 percent to $35 billion in the most recent quarter when profits more than doubled, to $19.3 billion, telegraphing the strength of the artificial intelligence boom that took the company from the top supplier of graphics boards for gaming PCs to the world’s most valuable public company with a market cap of $3.59 trillion. Nvidia founder and CEO Jensen Huang told analysts that demand for the company’s latest AI chip, Blackwell, has been “incredible,” driving projections of $3.59 trillion in revenue for the current quarter as customers begin to take shipments. Continue reading AI Boom Boosts Nvidia Sales by 94 Percent as Profits Double

Microsoft’s expansion of AI agents within the Copilot Studio ecosystem was a central focus of the company’s Ignite conference. Since the launch of Copilot Studio, more than 100,000 enterprise organizations have created or edited AI agents using the platform. Copilot Studio is getting new features to increase productivity, including multimodal capabilities that take agents beyond text and Retrieval Augmented Generation (RAG) enhancements to enable agents with real-time knowledge from multiple third-party sources, such as Salesforce, ServiceNow, and Zendesk. Integration with Azure is expanded as 1,800 large language models in the Azure catalog are made available. Continue reading Microsoft Pushes Copilot Studio Agents, Adds Azure Models

Microsoft has two new chips designed for data centers. The Azure Boost DPU is Microsoft’s first data-specific chip, or data processing unit, and is designed to work with high efficiency and low power. Microsoft anticipates DPU-equipped Azure servers will be able to run storage workloads at four times the performance of those currently in place while reducing power consumption by three times. The Azure Integrated Hardware Security Module (HSM) chip allows cryptographic security keys and encryption keys to be contained in secure modules “without compromising performance or increasing latency.” Continue reading Microsoft Debuts Two New Chips Optimized for Data Centers

Nvidia is updating its cloud-based GeForce NOW game platform with 1440p streaming, ultrawide resolution and, in lieu of a price increase, a 100-hour monthly playtime cap for new subscribers at the Priority tier (now called Performance), or Ultimate level, effective January 1. Existing Priority members will be automatically upgraded to Performance, which also lets members save in-game graphics settings across streaming sessions, including GeForce RTX features in supported titles. Ultimate members continue with RTX 4080-powered game performance of up to 4K resolution at 120 fps, or 1080p and 240 fps in Competitive mode. Continue reading Nvidia Ups GeForce NOW Gaming Cloud to 1440p Streaming

Microsoft Copilot now helps subscription users create personal themes in Outlook using generative AI. In what Microsoft says is “the first instance of dynamic AI-generated theming in productivity applications,” Copilot can now display inboxes against dynamic backdrops based on geography, the weather, or anything else users can imagine. The new feature is available across all popular platforms: Windows, Mac, iOS, Android and the Web. Just like you might “spruce up your office with artwork or plants,” Copilot lets AI enhance your digital environment, according to Microsoft. Continue reading Copilot Now Enables Custom AI Themes in Microsoft Outlook

Google Cloud has begun advising customers it will require multi-factor authentication (MFA) for all business and enterprise users in 2025. That means customers who rely only on a password will have to add secondary authentication. The program is being implemented in a “phased approach” that begins now and will extend to all worldwide business users next year. The security precaution will remain optional for most of those using personal accounts. Google’s move comes after similar implementations enacted by rival cloud giants AWS and Microsoft earlier this year. MFA adds a layer of protection against hacking. Continue reading Google Begins Mandatory Multi-Factor Authentication Logins

Amazon reported major revenue and profit increases during its third quarter, beating Wall Street’s forecasts, based largely on the company’s e-commerce sales and increasing demand for its cloud services. Capital expenditure, which reached a record amount following Amazon’s recent investments in artificial intelligence, will maintain its momentum as the company plans $75 billion capex on developing generative AI services over 2024-2025. “The faster we grow demand, the faster we have to invest capital in data centers, network gear and hardware,” explained CEO Andy Jassy. “We invest in all that upfront in advance of when we can monetize it.” Continue reading Amazon Pushes AI, Records Growth in Q3 Revenue and Profit

Revenue reached an all-time high for Apple’s most recent quarter as iPhone sales experienced an uptick due in part to consumer excitement for the arrival of Apple Intelligence, the company’s heavily advertised set of AI tools. Total sales reached $94.9 billion for the quarter, up 6 percent year-over-year and exceeding the $94.5 billion that financial analysts had predicted. The company’s iPhone business reported sales of $46.2 billion, following disappointing consecutive quarters in the first half of the year. The AI boom resulted in strong quarters for other Big Tech leaders including Alphabet, Amazon, Meta Platforms and Microsoft. Continue reading Jump in iPhone Business Results in Record Quarter for Apple

The AI search wars are officially on, with Google giving Gemini access to its online answer engine just hours before OpenAI launched ChatGPT Search. Google is primarily targeting developers with its new feature, “Grounding with Google Search,” though the Alphabet company used the occasion to also tout its new search return template, AI Overviews. Launched last week, ChatGPT Search offers responses in real time using a conversational format. Initially, it is available only to ChatGPT Plus and Teams subscribers as well as those on the SearchGPT waitlist as part of ChatGPT’s existing interface. Continue reading AI Search Wars Heat Up as OpenAI and Google Add Features

Alphabet’s revenue increased by 15 percent during the latest quarter, topping $88.3 billion. Powered by advertising and cloud services, profits surged 34 percent to $26.3 billion, exceeding Wall Street expectations of $22.9 billion. The company experienced continued growth in the online marketplace with popular consumer services such as Google Search and YouTube while also expanding in B2B with cloud offerings. All this as the government explores dismantling its business while competitors such as TikTok and Amazon come after its market share. Advertising growth slowed in Q3, yet still notched a healthy year-over-year increase of 10.4 percent. Continue reading Alphabet Profits Climb 34 Percent, Powered by Cloud and Ads

Propelled by increasing demand for artificial intelligence services, Microsoft cloud solutions, which includes the Azure platform, was the star of the quarter, bringing in $38.9 billion for 22 percent growth year-over-year. Revenue was $65.6 billion, up 16 percent, while profit increased by 11 percent, to $24.7 billion. While Microsoft financials don’t break out AI — now embedded across numerous products — Chairman and CEO Satya Nadella says AI “is on track to surpass an annual revenue run rate of $10 billion” by December 31, “making it the fastest business in our history to reach this milestone.” Continue reading AI Surges: Microsoft Quarterly Revenue Climbs to $65.6 Billion

Microsoft is previewing GitHub Copilot for Azure in an ambitious expansion of its AI app development toolkit that some say could fundamentally change how developers build software for the AI era. The new premise is that switching from one software to another, as developers often do, should be seamless, not disruptive — sort of a real-time language translation and integration system for code. To fend off the move by Microsoft, AWS announced it is making its Q Developer AI code assistant available as an inline chat add-on accessible from IDEs like JetBrains and Microsoft’s own Visual Studio. Continue reading Microsoft, Amazon Jockey for Lead Among AI Code Assistants

In its first week of public beta, Anthropic’s “Computer Use” feature is gaining immediate traction, helping people do research and complete coding tasks. Claude works autonomously in Computer Use mode, suggesting broad implications for future productivity and workforce goals. Coming on the heels of OpenAI’s Swarm framework, these early forays into independent AI assistants seem to indicate that implementing such systems will be an area of focus for businesses in 2025. Claude can “see” what’s onscreen and use its “judgment” to adapt to different tasks, segueing across workflows and software. Continue reading Anthropic’s AI Agents for Claude Sonnet Increase Productivity

Manufacturers that make Arm chips license tech from British developer Arm Holdings, with the option of licensing Arm’s instruction set to build proprietary CPU designs or licensing one of Arm’s Cortex CPU designs. Amid a legal dispute that started two years ago over Qualcomm’s $1.4 billion acquisition of silicon design firm Nuvia, Arm has given its longtime partner Qualcomm a 60-day notice of its license cancellation. If the two companies do not come to an agreement in that time, Qualcomm will have to cease manufacturing Arm chips, which could have a significant impact on the global supply chain, Qualcomm’s revenue, and smartphone makers that use Qualcomm chips. Continue reading Arm Cancels Qualcomm Architecture License in Legal Dispute

Microsoft next month moves to public preview with a Copilot Studio feature that lets users create autonomous AI agents. The agents had been in private preview since the spring, and the tech giant’s move to take them public comes after Salesforce launched its own agentic program in September. Microsoft also has plans to add 10 autonomous agents to Dynamics 365, an enterprise suite geared toward resource planning and customer relationship management. Microsoft announced the news this week at its “AI Tour” event in London. Copilot is Microsoft’s branded AI assistant, while Copilot Studio lets people customize their Copilot assistants. Continue reading Microsoft Widens Copilot AI Agent Preview, Adds Templates