Every article reads without JavaScript. Search and the newsletter form need it; plain-text editions are at /index.md and /llms.txt.

microsoft

3

Pieces

OCT 29, 2026

Last filed

Tagged microsoft clear ×

The four hyperscalers spent about $207 billion in a quarter, and supply set the limit

Microsoft, Alphabet, Meta and Amazon reported roughly $207 billion of third-quarter capital spending between October 21 and 29, and the binding constraint they described was supply, from delayed third-party capacity to chips, not any reluctance to spend.

OpenAI's models go on sale inside Google Cloud, paid for with Google commitments

On October 21, OpenAI and Google Cloud put GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna into private preview in Model Garden, payable from existing Google Cloud commitments and headed for Google's own agent products, while OpenAI said Microsoft remains its primary cloud partner.

OpenAI's discovery record convicts the sourcing, not the training

Unsealed briefs in the authors' and newspapers' case against OpenAI and Microsoft put executives' own words about LibGen, theft and substitution on the record, and those words bite hardest on how the books were obtained, not on whether training is fair use.