Microsoft CEO Satya Nadella talked up the “fungibility” of its technology in response to concerns about an AI overbuild.

Artificial intelligence (AI) is coming in a big way. A recent United Nations Trade and Development report estimates that the global artificial intelligence market will grow to $4.8 trillion by 2033, a staggering 25-fold increase in just a decade.

Microsoft’s decade-long investment in the United Arab Emirates underscores its commitment to building a robust artificial intelligence ecosystem, advancing digital infrastructure and fostering local talent through a strategic partnership with G42.

CC4AI represents a new level of alignment on artificial intelligence across the global financial and technology ecosystem, with Amazon Web Services, Microsoft, Google and Red Hat also involved.

Amazon is the pioneer in infrastructure-as-a-service with its Amazon Web Services business. Over the last 20 years or so, it's grown to become a $120 billion business, far bigger than Microsoft's $75 billion Azure cloud business or Alphabet's $50 billion Google Cloud.

AI is driving a surge in global energy demand as oil and gas giants embrace artificial intelligence to boost efficiency, reliability, and growth across the energy value chain.

UNESCO and the National Chamber of Electronics, Telecommunications, and Information Technologies Industry (CANIETI), with the support of Microsoft, have launched the “Mexico Model”—a practical methodology designed to strengthen the ethical development and responsible use of artificial intelligence (AI) across Mexico’s private sector.

As AI spending grows, so will the need for semiconductor capacity from TSMC. This should enable it to keep increasing revenue rapidly -- 41% year over year last quarter -- and perhaps eclipse $200 billion in sales in 2027. With a 50% operating margin, that would equate to $100 billion in bottom-line operating earnings.