Tag: Azure

Meta Is Paying Microsoft Hundreds of Millions — and the Whole AI Market Just Got More Circular

Meta Is Paying Microsoft Hundreds of Millions — and ...

Allan Ali

Aug 20, 2026

0

15

Meta has quietly become one of Microsoft's largest AI customers, spending hun...

Microsoft Is Ordering 300,000 of Its Own AI Chips — and the Chip Market Just Changed

Microsoft Is Ordering 300,000 of Its Own AI Chips — ...

Allan Ali

Aug 10, 2026

0

5

Microsoft is ramping up production of its in-house Maia 300 AI chip, in talks...

Microsoft Made Record Profit. Meta Got Crushed. Same Day, Same AI Bet, Completely Different Verdicts.

Microsoft Made Record Profit. Meta Got Crushed. Same...

Allan Ali

Jul 30, 2026

0

6

Microsoft posted record $35.8B profit and surged 10% while Meta missed EPS by...

Meta Missed by a Dollar and Microsoft Crushed It — and Both Say the Same Thing About AI

Meta Missed by a Dollar and Microsoft Crushed It — a...

Allan Ali

Jul 29, 2026

0

13

Meta reported Q2 2026 earnings with a $0.95 EPS miss despite $60.8B revenue, ...

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