AI
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Microsoft’s next big bet isn’t on a model but on becoming the Swiss Army knife of enterprise AI
Microsoft is making a big bet on the adoption of its enterprise AI tools. The tech giant announced on Thursday that it is investing $2.5 billion in a new business unit, Microsoft Frontier, aimed at getting customers to better use its AI to transform their businesses and to address an area where many companies are…
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Organized crime is building an AI hardware cargo theft economy: ‘The economics have become just crazy from the criminal opportunistic perspective’
With the data center boom projected to swell into a $7 trillion market by the end of the decade, organized criminals are centering on a particular shadow economy: hijacking AI supply chains and selling their spoils on the foreign black market for a hefty profit. Cargo theft has been around for centuries, evident for example…
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Meet the Zillennials: The luckiest micro-generation in the workforce, born between 1993 and 1998
I remember my father unpacking an America Online box and then waiting 45 minutes while his computer made a series of strange noises. My brother and I stood behind him, joking about how slow this was taking — logging onto the supposed “information superhighway.” The computer sat in a corner of the living room, next to…
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Anthropic’s Fable model is back. But U.S. AI policy is still a mess
Hello and welcome to Eye on AI. It’s Jeremy here, filling in for Bea, who usually writes the Thursday newsletter. In this edition: Anthropic’s Fable is back. But U.S. AI policy is still a mess. OpenAI wants the U.S. government to take a 5% stake in the company And OpenAI reportedly scores a breakthrough in…
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Anthropic’s AI models are back online after a two-week government standoff—settling the company and administration into a fragile truce
Anthropic has restored global access to Fable 5, two weeks after the Trump administration slapped export controls on the company’s most powerful AI model, citing security concerns. The AI company announced Tuesday the controls had been relaxed, a shift also confirmed by U.S. Commerce Secretary Howard Lutnick, who wrote on X the government had spent…
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Cisco is rolling out AI agents to every single one of its 90,000 employees
Good morning. Mark Patterson has spent 26 years at Cisco Systems, which is long enough to watch the company navigate multiple technology cycles. But he says nothing compares to what’s happening now. “AI is the most significant technology transition that we’ve seen in probably our lifetime, and I think Cisco was right at the heart…
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Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
Michael Dell is having a banner year. His eponymous company is a key supplier in the data center buildout, selling Nvidia-based servers, racks, cooling and support to CoreWeave and xAI, while working with Nvidia, Google and OpenAI on systems that companies can use to run advanced software. Dell blew past revenue expectations last month, and…
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At the heart of Anthropic’s clashes with the U.S. government, a decision not to play by the new rules of Trump’s Washington
On Friday, OpenAI announced it was withholding the wide release of its latest AI model, GPT-5.6, at the request of the U.S. government. On the same day, the U.S. Commerce Department told Anthropic that export controls it had slapped on that company’s powerful Mythos AI model would be relaxed, following a two-week period in which…
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Comcast’s split brings former CFO Michael Angelakis back as CEO
Good morning. Comcast Corporation announced on Monday that it plans to separate its media and technology businesses into two independent, publicly traded companies through a tax-free spin-off of NBCUniversal and Sky. Comcast’s former CFO is returning to take a top seat. Mike Cavanagh, co-CEO of Comcast (No. 37 on the Fortune 500), will become CEO…
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Ford on why it hired 350 ‘gray beard’ engineers: you need their mentorship for younger workers — and to drive huge AI productivity gains
WIth all the discussion about the AI bubble, AI hype, and mass automation displacement, Ford Motor Company has a message for the U.S. economy: Human experience matters. Over the last three years, the company has hired 350 veteran engineers—dubbed “gray beards” internally and made up of both former Ford employees and workers from suppliers—to help…