Timeline
Booked Intel to package 3 million TPUs
Google booked Intel to package 3 million TPUs by 2028
Google booked Intel to package 3 million TPUs by 2028
Google is developing Frozen v2 chip, targeting deployment as early as 2028.
Azure AI revenue grew 20% quarter-over-quarter in Q4 2025
Shipped three Gemini Flash models: 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber
Added background execution and MCP support to Gemini API Managed Agents
Released Fara1.5-27B open-source vision-only web browsing agent on Hugging Face
Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.
Microsoft will deploy AMD Helios rack-scale AI accelerator at scale on Azure.
Ecosystem
Microsoft
Evidence (15 articles)
Claude Mythos Scores 93.9% on SWE-Bench, Discovers Thousands of Zero-Days
Apr 7, 2026AI Data Center Scale Doubles Every 7 Months, Epoch Finds
Jun 25, 2026Cerebras Claims Performance Parity With Nvidia H100 on AI Training
Jun 13, 2026Microsoft, Google Shift to Range-Based AI Capacity Planning at DC World 2026
Apr 22, 2026AI Debt Financing Could Hit $7T by 2029, Per Analyst
Jul 6, 2026Hyperscaler Off-Balance-Sheet Debt Hits $1.65T on AI Buildout
Jul 21, 2026Anthropic's Cowork Built with Claude Code, Used at Microsoft, Google, OpenAI
Apr 13, 2026Oracle Nabs $16B for Michigan AI Data Center, Rivaling Google Cloud
Apr 25, 2026+ 7 more articles