The AI infrastructure race has mostly been described as a battle over GPUs, chips and data centers . But there is another constraint becoming increasingly difficult to ignore: How do you deliver enough electricity to all those GPUs?
The AI boom is getting dramatically more expensive. Amazon, Alphabet, Meta and Microsoft are on track to spend at least $740 billion on AI infrastructure in 2026 , according to estimates based on the companies' latest earnings guidance. That would represent roughly a 77% increase compared with what the same four companies spent the previous year. The scale is difficult to comprehend.
Microsoft is working on a new AI-powered feature for Windows 11 called Copilot. Copilot is designed to help users with tasks like writing emails, creating documents, and searching the web. The feature uses machine learning to predict what the user wants to type and then suggests it.
Microsoft has confirmed that customizable widgets will be coming to Windows 11. The company announced the news at its Build 2023 developer conference, and it said that the new widgets will be available in the first half of 2023.