Markets ▾
Subscribe

BAF NEWS

BAF NEWS

AI

Latest

Microsoft AI quota cuts December 2025: Why targets were reset—and how markets reacted

Microsoft AI quota cuts December 2025 refers to Microsoft's decision to lower sales quotas for certain AI products after customer resistance to higher prices and integration challenges. The move, reported by The Information and Reuters, led to a brief dip in Microsoft stock and affected broader AI sector sentiment. The adjustment reflects real-world adoption hurdles and signals a recalibration of targets to better match enterprise demand.
  • No Comments
OpenAI code red ChatGPT: Sam Altman pauses ads and shifts teams for speed and reliability
OpenAI code red ChatGPT refers to a company-wide initiative, detailed in a memo from CEO Sam Altman, to rapidly improve ChatGPT in response to competition from Google Gemini 3. The focus is on enhancing speed, reliability, and personalization, while delaying ads and other projects to prioritize core chatbot quality.
Vultr Springfield Ohio data center: $901M AI build lands first Ohio footprint
The Vultr Springfield Ohio data center marks Vultr’s first Ohio site, featuring a $901 million investment and a 50 MW buildout focused on AI supercluster capabilities. With 24,000 AMD Instinct MI355X GPUs and a lean staff, the project aims to deliver high-performance AI infrastructure and economic impact for the region.
Pathway Dragon Hatchling post-Transformer: embedding memory to push beyond today’s LLM limits
Pathway Dragon Hatchling post-Transformer is a new AI architecture designed to address the limitations of traditional Transformers by embedding brain-inspired memory for improved reasoning and continuous learning. The system integrates with Nvidia and AWS infrastructure, targets enterprise use cases in finance and research, and is backed by over $20 million in funding.
Nvidia Synopsys $2 billion investment: What it signals across AI, phones, and policy
The Nvidia Synopsys $2 billion investment marks a significant non-exclusive partnership to accelerate AI-driven engineering tools, impacting industries from chip design to enterprise workflows. This article also covers India's Sanchar Saathi mandate, Apple's antitrust case, ByteDance's AI assistant launch, and Accenture's ChatGPT Enterprise rollout.
Meta Google TPU deal 2027: Inside the talks to diversify AI chips
The Meta Google TPU deal 2027 refers to ongoing talks for Meta to use Google’s custom TPUs in its data centers, potentially starting with Google Cloud TPU rentals before on-premises deployment by 2027. This move aims to reduce Meta’s reliance on Nvidia, signaling a shift in the AI chip market landscape.
Meta Google TPU deal 2025: Stocks, timeline, and what it means for AI chips
The Meta Google TPU deal 2025 could see Meta deploying Google’s TPUs in its data centers from 2027 and renting TPUs via Google Cloud as early as 2026. This potential agreement may shift AI chip market dynamics, impacting Nvidia and Alphabet stocks, and highlights the growing competition between Google TPUs and Nvidia GPUs.

Trending in AI

Stay in the loop