AI startup Xockets is suing Nvidia and Microsoft for allegedly infringing its AI chip technology patents. In addition to monetary compensation, it may ask Nvidia to ban the sale of AI systems based on Blackwell GPUs.

These global giants are investing unabated in AI. However, shares of several companies have fallen as the investments are yet to bring in the expected returns.

On July 30, Microsoft suffered another service outage, mainly affecting its cloud services Azure and Microsoft 365.

Microsoft's total revenue for the fiscal fourth quarter rose 15 percent year-over-year to $64.73 billion, beating estimates of $64.39 billion. Earnings per share came in at $2.95, beating estimates of $2.93.

Market reactions indicate that investors are focused on the company's cloud growth strategy and hold a bearish attitude towards Microsoft's short-term prospects.

After the Microsoft global "blue screen" incident, CrowdStrike was downgraded in rating or target price by multiple analysts.

July 19, local time Some applications and services of Microsoft Corporation are experiencing access delays, incomplete functionality or inaccessibility issues. West Japan Railway Company (JR West) train travel location information was unavailable due to a Windows system failure. Australian airlines, bank government networks, and corporate supermarket cash registers were also affected The Microsoft cloud service failure even caused some airlines to suspend flight operations. American Frontier Airlines, in particular, had its systems directly affected by the Microsoft service outage. The company later released a statement saying, “Reservations, check-in, obtaining boarding passes, and some flights may be impacted during this period.” From July 18th to 19th, Microsoft experienced three major outages in a 24-hour period. As of now, there are still some users whose Microsoft 365 apps are in a degraded state.

Microsoft's "big failure" did not start with today's blue screen.

Microsoft and Google are reportedly offering Chinese companies access to NVIDIA AI chips through offshore data centres.

UK regulators have launched a formal investigation into Microsoft's hiring of former Inflection AI employees and their work with the company.

Microsoft has announced it is relinquishing its observer position on OpenAI's board of directors to assuage concerns from U.S. and U.K. antitrust regulators about the extent of its control over OpenAI.

Google Cloud CEO says company will take new options in licensing policy battle with Microsoft.

In June this year, the European Commission once again stated that it was exploring the possibility of an antitrust investigation into the cooperation between Microsoft and OpenAI.

Starting in September, Microsoft China employees can only use Apple products to verify in office equipment, the decision is equivalent to "soft blocking" Android products.

The California Civil Rights Department announced on Wednesday that Microsoft has agreed to pay $14 million to address California agency charges of illegally punishing employees who take sick or family leave.

Many large companies will choose to make major organizational changes around the end of the fiscal year to review and restructure their strategies to prepare for the challenges of the new fiscal year.

OpenAI's AI model sales may have surpassed that of its largest shareholder and partner, Microsoft, with competition between the two partners intensifying and the AI services market looking promising.

The European Commission has accused Microsoft of violating antitrust rules by bundling Teams and Office products.

On Tuesday (June 18th), Nvidia closed up 3.51% to $135.58, with a total market value of $3.34 trillion, surpassing Apple and Microsoft and winning the title of "world's largest market value".

A sharp rise in NVIDIA's stock price would force a rebalancing of the Technology Select Sector SPDR Fund, significantly altering the investment weightings of the big three tech giants.