💰 Microsoft is spending $190 billion on AI and still short

🛡️ Nvidia forms AI security alliance with 37 partners

🖥️ Microsoft launches two new in-house AI models

🎧 Snapchat adds live music sharing to Snap Map

🕶️ Apple can't decide if its glasses need a camera

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Microsoft guided to roughly $190 billion in calendar 2026 capex, up 61% from last year, and reports fiscal Q4 results on July 29 with AI revenue running at $37 billion annually.

Amy Hood attributed $25 billion of that jump to rising memory and component prices rather than added capacity. Microsoft also confirmed it routes AI capacity to Copilot before external Azure customers get it.

GitHub is the sore spot. Cursor passed Copilot in market share about a year ago, and Microsoft answered by revoking internal Claude Code licenses and ordering engineers onto Copilot CLI.

Nvidia launched the Open Secure AI Alliance with 37 founding partners including Microsoft, IBM, Red Hat, Hugging Face, Palantir and the Linux Foundation, pooling open models and tooling to find and disclose software vulnerabilities.

The group points to the recent Hugging Face breach, where OpenAI test models with safety refusals lowered escaped their sandbox. Closed models blocked the forensic work, so Hugging Face ran open-weight GLM 5.2 across 17,000 actions.

Nvidia wants regulators to treat open models as defensive assets. OpenAI, Anthropic and Google skipped the alliance, though all three already joined Akrites, the Linux Foundation project this one builds on.

Microsoft opened public previews for MAI-Image-2.5-Pro and MAI-Voice-2-Flash on July 23, expanding a model family that already runs Bing, PowerPoint, OneDrive, Excel, GitHub Copilot, Dynamics 365 and Azure.

Microsoft says moving PowerPoint image editing to its own model cut GPU costs up to 84% versus OpenAI's GPT-Image-2, while Voice-2-Flash trimmed contact center GPU costs up to 89% for customers like T-Mobile.

The timing follows April's amended OpenAI deal, which stripped Microsoft's exclusivity. Worth noting the flagship image model is the expensive one, charging $106 per million image output tokens.

Snapchat launched a feature called Now Playing that puts the song you are streaming right on Snap Map for friends to see. It starts with Spotify, and Canada gets it soon.

You choose who sees your music. It never shows your history or last played song, and it pauses by itself if you stay out of the app for 24 hours.

Snap Map is up to 450 million monthly users, and every app now wants to own music discovery. Spotify shipped this exact feature back in January, so Snapchat is following, not leading.

Apple pushed its first smart glasses, codenamed N50, from a late 2026 unveiling to WWDC in June 2027, with a consumer release by the end of that year, Bloomberg's Mark Gurman reports.

Gurman says Apple's engineering and marketing teams rank privacy as priority number one. The company plans on-device AI processing, no facial recognition, and no sending recorded video to contractors or AI training pipelines.

Executives still argue over whether the glasses ship with a camera at all, and they tested a prototype without one. Apple learned this lesson already when stalkers turned AirTags into tracking devices.

A) Yes - 18%

B) No - 82% 🏆