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Insider
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Nvidia's most important number doesn't have a dollar sign in front of it: Token growth
- Nvidia's revenue climbed to $44.1 billion last quarter driven by token generation by AI giants like Microsoft.
- Tokens, the base unit for AI outputs, are rapidly growing, leading to increased demand for chips.
- Morgan Stanley analysts note that token growth exceeds data center capacity for hyperscalers, impacting Nvidia's market.
- Nvidia CEO Jensen Huang sees the rise of tokens as a sign of AI tools providing value and predicts further growth in token generation.
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NullTX
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NVIDIA Overtakes Microsoft as World’s Most Valuable Company Amid Explosive AI Growth
- NVIDIA has surpassed Microsoft to become the world's most valuable publicly traded company with a market cap of $3.4 trillion, driven by the growth in artificial intelligence (AI) sector.
- The demand for NVIDIA's AI-focused GPUs has led to its valuation surge over the past year, with major tech companies relying on its chips for various machine learning applications.
- NVIDIA's revenue growth is fueled by its AI-related business, as the company invests heavily in full-stack AI computing platforms and ecosystems.
- The shift in market leadership towards AI and infrastructure signifies a generational inflection, marking the transition to the AI age as a tangible reality.
- Aside from traditional markets, NVIDIA's influence is also impacting the digital asset space, with AI-inspired cryptocurrencies like Kibshi gaining momentum.
- AI memecoins like Kibshi are riding the thematic wave of AI association, attracting investors looking to capitalize on the AI trend in the crypto market.
- NVIDIA's position as a market leader indicates the profound impact of AI on the global marketplace, ushering in a new era of revolutionary technological advancements.
- Investors are recognizing AI as a defining force of the decade, with capital flow increasing into AI-related investments across stocks, ecosystem players, and speculative crypto bets.
- The economic value generated by AI innovations suggests that NVIDIA's current $3.4 trillion valuation could pale in comparison to the future potential of the AI industry.
- The surge in NVIDIA's market value and the resurgence of AI-related tokens like Kibshi reflect the significant influence of AI growth on both traditional and crypto markets.
- The rise of NVIDIA as the top company globally and the focus on AI highlights a monumental shift in the tech landscape, underscoring the transformative power of AI as a key driver of future economic growth.
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Krebsonsecurity
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U.S. Sanctions Cloud Provider ‘Funnull’ as Top Source of ‘Pig Butchering’ Scams
- The U.S. sanctioned Funnull, a Philippines-based cloud provider used for 'pig butchering' scams, resulting in over $200 million in U.S. victim losses.
- Funnull facilitated virtual currency investment scams, including pig butchering schemes where victims lose money through fraudulent cryptocurrency platforms.
- Silent Push discovered Funnull hosting gambling sites linked to the Suncity Group and serving as a content delivery network for scam websites.
- Amazon and Microsoft cloud providers struggled to remove Funnull's presence despite efforts to counter abuse.
- U.S.-based cloud providers are attractive for cybercriminals as blocking traffic can also affect legitimate websites on the same network.
- Funnull's use of U.S. cloud providers enables cybercriminals to mask their origins and appear geographically close to their targets, bypassing security measures.
- The EU sanctioned Stark Industries Solutions, an ISP used for global proxy networks in Russia's cyberattacks and disinformation campaigns.
- Stark Industries Solutions was found to bounce malicious traffic through U.S.-based cloud providers, penetrating U.S. ISPs and providing 'bulletproof' hosting services.
- Co-founders of Stark, Ivan and Yuri Neculiti, were sanctioned by the EU for aiding Russian state-sponsored actors in destabilizing activities and cyberattacks.
- Stark and the Neculiti brothers enabled Russian actors to conduct cyber-attacks, information manipulation, and interference by hiding their activities from European authorities.
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Insider
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Leaked Microsoft document shows Walmart's past spending on Azure cloud services
- Leaked document reveals Walmart spent about $580 million on Microsoft's Azure cloud services between June 2023 and May 2024.
- The leaked document indicates Walmart could be one of Microsoft's largest cloud customers.
- Microsoft and Walmart have a strategic partnership, with Walmart choosing Azure as its preferred cloud provider.
- The leaked information also sheds light on Walmart's investment in AI technologies through Microsoft's services.
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Windows
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Microsoft Edge Game Assist is now available
- Microsoft Edge Game Assist is now available for everyone on Windows 11.
- Game Assist offers an in-game browser for PC gaming, providing quick access to the web without leaving the game.
- Features of Game Assist include game guides, easy access to sites like Discord and Spotify, multitasking capabilities, and providing tips for challenging levels.
- User feedback has been instrumental in enhancing Game Assist, which now includes improvements for over 80 games, keyboard shortcuts, and easy access to favorites, history, and extensions.
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Androidauthority
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No login needed: Microsoft file sharing on Android picks up one of Google Drive’s handiest features
- Microsoft introduces anonymous file sharing feature on Android.
- Android users can now view Word, PowerPoint, and Excel documents without signing in to their Microsoft account.
- Edits or comments on the documents will require signing in to the Microsoft account.
- This feature was earlier available on iPhone and iPad and has now been extended to Android users.
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Pymnts
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AI Models and Tools: Microsoft Launches ‘Agent Store’ Marketplace
- Microsoft has introduced the Agent Store, a centralized marketplace for AI agents tailored for specific tasks.
- The Agent Store is integrated into Microsoft 365 Copilot and targets both developers and non-technical users to improve workflow efficiency and productivity.
- Users can browse, install, and experiment with various agents offered by Microsoft, its partners, and customers through the marketplace.
- The Agent Store launched with over 70 agents, and developers can create and publish their own agents using Microsoft Copilot Studio and Microsoft 365 Agents Toolkit.
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Windows
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Announcing Windows 11 Insider Preview Build 27868 (Canary Channel)
- Windows 11 Insider Preview Build 27868 released to the Canary Channel with voice access improvements and fixes for pen input responsiveness and app launch issues.
- Voice access introduces an immersive in-product experience to highlight new features and improvements in voice access, accessible from the settings menu.
- Fixes include resolving non-responsiveness of pen input on select PCs, addressing issues with app launch failures, Group Policy Editor rendering, and bugcheck errors.
- Known issues in this build include problems with Windows Hello pin and biometrics, Group Policy Editor error, taskbar display, and sound output for high sampling audio devices.
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The Verge
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SteamOS puts the pressure on Microsoft’s Xbox-branded handheld
- Lenovo's Legion Go S with SteamOS outperforms the Windows version in gaming performance tests by 5 to 10 percent.
- Games running on SteamOS benefit from Valve's Proton compatibility layer, allowing for better performance compared to Windows.
- The Legion Go S with SteamOS even surpasses Valve's Steam Deck performance, offering improved gaming experience.
- SteamOS version of Legion Go S excels in gaming performance but sacrifices battery life compared to the Windows model.
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The Verge
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Windows 11 gets some much-needed HDR improvements
- Microsoft has released a monthly update for Windows 11 focusing on HDR improvements.
- The update allows users to stream HDR video even when HDR is disabled in Windows.
- Users now have more control over Dolby Vision support, being able to toggle it on or off independently.
- These updates are beneficial for users who disable HDR due to patchy support, providing more flexibility in viewing HDR content.
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Siliconangle
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C3 AI stock surges after earnings and revenue exceed expectations
- C3.ai stock surged over 12% in late trading after beating earnings and revenue expectations.
- For the fiscal year 2025 Q4, C3 AI reported an adjusted loss of 16 cents per share on revenue of $108.7 million, surpassing analysts' expectations.
- The quarter saw subscription revenue of $87.3 million and total revenue from subscription and prioritized engineering services of $104.4 million.
- C3 AI renewed and expanded its joint venture with Baker Hughes and strengthened partnerships with Microsoft and McKinsey & Co., projecting revenue of $100-109 million for Q1 FY 2026.
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Androidauthority
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You can start testing Xbox’s new Copilot chatbot in the mobile app right now
- Microsoft is rolling out a Copilot for Gaming beta to the Xbox app on Android and iOS, available in English in 53 markets including the US.
- Players can ask the chatbot about the game they're playing, for help, information about their play history, and more.
- The Copilot for Gaming chatbot in the Xbox app will provide answers to gaming-related queries and offer recommendations on what to play next.
- The beta version of the Xbox app allows users to test out this new feature, starting today.
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Medium
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Cool Power BI Shortcuts You Probably Didn’t Know (But Should)
- Hold Ctrl while clicking a slicer to select multiple items without losing previous selection.
- Use Alt + Shift + Arrow keys to resize visuals without dragging the mouse smoothly for precise control.
- In DAX editing, Ctrl + Enter lets you stay in the formula editor but move to the next line, saving time for writing multi-line DAX.
- Ctrl + Shift + C helps in copying data point values from visuals for quick reference without exporting the dataset.
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TechCrunch
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Microsoft starts testing Copilot for Gaming in Xbox app for iOS and Android
- Microsoft has rolled out the beta version of Copilot for Gaming experience in the Xbox app for iOS and Android.
- The Copilot assistant can provide information about games, offer tips, answer questions based on user account and play history.
- Users can ask questions related to gamerscore, game recommendations, achievements, and subscription details.
- The beta version is currently available in English for players aged 18 and above in various countries, with plans to expand to more regions in the future.
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The Verge
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Microsoft starts testing Xbox Copilot on iOS and Android
- Microsoft is rolling out an early version of Copilot for Gaming on iOS and Android within the Xbox mobile app.
- This feature allows users to view recent Xbox achievements, receive game recommendations, and ask for tips or guides on completing games.
- Copilot for Gaming has a customizable voice similar to Microsoft's main Copilot, with a chatbot interface.
- Microsoft envisions turning Copilot into an AI gaming coach to guide players through games on Xbox consoles in the future.
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