The latest earnings season reveals a new reality for Big Tech. Investors are no longer blindly funding the AI arms race. They’re demanding clear growth, and punishing companies where the payoff seems uncertain.
According to a preview from Qualcomm, the next Wi-Fi standard, tracked as IEEE 802.11bn, is shifting focus from peak speed to Ultra High Reliability. The goal is to solve problems like latency spikes and unstable performance in dense, congested environments.
Brian Galle, an architect of California’s proposed “billionaires tax,” argues the current system lets the ultra-wealthy opt out. His “FAST” plan uses retroactive interest to close loopholes without taxing unrealized gains, aiming to pass Supreme Court scrutiny.
Norway’s massive sovereign wealth fund is rebalancing its portfolio as U.S. tech dominance grows. Its CEO admits the fund is structurally exposed to a potential AI bubble and is constrained from making big moves.
The race to build AI data centers is hitting a wall of reality. Despite a flood of announcements for massive, gigawatt-scale facilities, a new report indicates half may stall or fail completely due to power, politics, and financing.
Meta’s quarterly results blew past Wall Street expectations, sending its stock soaring. The company also revealed massive user growth and a bold prediction from Mark Zuckerberg about the future of AI and wearables.
A new report warns that AI-powered fraud is scaling faster than banks can handle, with U.S. losses projected to hit $40 billion by 2027. The solution requires a complete overhaul of how financial crime is fought, merging siloed teams and moving beyond static identity checks.
Microsoft has released a new firmware update for the Surface Pro 10. It tackles security vulnerabilities in the NPU and Wi-Fi, while also fixing frustratingly slow connection speeds. This comes as Microsoft deals with other hardware headaches.
Microsoft’s latest earnings show AI is now central to its growth, with Intelligent Cloud revenue soaring 29% to $32.9B. However, the massive capital expenditure required to build that AI future—up 66% last quarter—is causing some investor anxiety despite the strong results.
Customer satisfaction scores have hit a new low for the fourth year in a row, according to Forrester. The Fast Company Impact Council argues the problem is a fundamental misalignment in how companies measure customer experience success.
