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Microsoft Faces Second Downgrade as Analysts Flag Rising AI Risks and Capex Pressure
Microsoft’s aggressive push into artificial intelligence is facing fresh scrutiny from Wall Street. A second downgrade highlights growing concerns over AI monetisation, ballooning capital expenditure, and intensifying competition in cloud and enterprise software.
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Microsoft Faces Second Downgrade as Analysts Flag Rising AI Risks and Capex Pressure
Microsoft’s aggressive push into artificial intelligence is facing fresh scrutiny from Wall Street. A second downgrade highlights growing concerns over AI monetisation, ballooning capital expenditure, and intensifying competition in cloud and enterprise software.
How Open-Source Firmware Is Advancing Secure and Confidential Computing, Showcased at FOSDEM 2026
Open-source firmware developer 3mdeb used FOSDEM 2026 to outline significant advances in replacing proprietary firmware with transparent alternatives, including openSIL, Coreboot support for AMD EPYC platforms, and progress in confidential computing and OpenBMC.
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