Microsoft

A draft registration lands a week after Anthropic's and days before SpaceX trades, the three could become the largest IPOs on record

Helios yields 94 logical qubits from 98 physical; Quantinuum accelerates fault-tolerance to 2030 and signs Mitsubishi; IonQ publishes a 'walking cat' blueprint

The 28 July 2026 MCP spec makes the protocol stateless and adds sandboxed MCP Apps; A2A reaches v1.2 with signed agent cards at the Linux Foundation

Linux Foundation ships OpenMDW-1.1 (Nvidia adopts for four model families); days later the G7 replaces the binary open/closed split with a spectrum

Native state-of-the-art computer use, 1M-token context and Codex on Nvidia infra push agentic workflows mainstream

SoftBank, Nvidia and Amazon lead one of the largest private raises ever; APIs now clear 15bn tokens/minute

Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item

Nvidia invests in OpenAI; OpenAI commits to Oracle clouds; Oracle buys Nvidia chips, a self-referential money wheel as Oracle/Microsoft CDS spreads roughly double

Two Fairwater sites stitched by a dedicated AI wide-area network train one model in tandem, hundreds of thousands of Nvidia GB200/GB300 GPUs, 140kW racks, no UPS or gen-sets