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JauntyWunderKind
@jauntywunderkind.bsky.social

I will say, I do think Microsoft's Maia 200 chip is perhaps not Google TPU level awesome & efficient, but quite possibly an easy #2. Really smart network-on-chip heavy design, some great features. Microsoft chips might be OpenAI's best hope. Given the Nvidia tax.

zero
@0lives.bsky.social

Intelligent cloud revenue was $87.4B in FY24, not 105B. Microsoft updated its segments beginning in FY25 (and moved certain products out of intelligent cloud) and restated segment revenue on its 2025 annual report. Intelligent cloud revenue grew 15% without openai

Technocracy a new age
@socialweb.bsky.social

I keep two journalist on my credit card, swapping out periodically. You're next on my list. But, curious—ever consider doing an à la carte? I hear micropayments don't work but I'm not convinced. I would pay for access to one article. Or, a 24-hr all you can eat. Anyway, love the hater's guides

Drew Kirkman
@drewkirkman.com

Microsoft has been openly flirting with just putting an end to local compute for Windows… I honestly think that will be a bridge too far for a lot of enterprises. MS is playing with many different variants of fire

Christian Simmers
@xuelder.neocities.org

I was talking with a sysadmin friend who works for the federal government; if they go down this road he thinks they will either make a second, enterprise only Windows OS for government & other security critical businesses, or, somehow, IBM will return as kings of the PC platform.

Christian Simmers
@xuelder.neocities.org

I don't know if Micro$lop is dumb enough to try and push this, it's guaranteeing that Apple, IBM, or Canonical gets a huge chunk of their enterprise market share, the actual core product of their business.