#cloud computing

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Anthropic in Talks for Microsoft AI Chips, a Blow to Nvidia

May 21, 2026 (141 days ago)

Anthropic's potential adoption of Microsoft Maia AI chips threatens Nvidia's GPU monopoly and underscores growing cloud provider competition in custom silicon for…

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Bill Ackman's fund built Microsoft stake in Q1 sell-off, bets on AI, cloud

May 17, 2026 (145 days ago)

Bill Ackman's Pershing Square built a Microsoft stake in Q1, betting on artificial intelligence and cloud computing growth after a tech sell-off.

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