Fetching from the wire…
Markets2026-09-07 · source-backed
The Federal Chancellery announced on September 3 a pilot moving about 7% of a 54,000-computer federal estate off Microsoft 365 onto the German open-source collaboration suite, running in parallel rather than cutting over (It's FOSS). The military's Cyber Command targets October 2026; the civilian rollout aims at end-2027. That's roughly CHF 3,000 per seat including migration, which is the first public number I've seen attached to sovereign-suite migration as procurement rather than policy talk.
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Co-led by Atreides Management and Valor Equity Partners with Mubadala Capital participating, against the $10B valuation from its $1.38B round last October, and following a $13B five-year GPU cloud contract with Jane Street. Meta, Microsoft and OpenAI are all customers. TechCrunch
The comparable-multiple analysis on an October 2026 IPO puts required profit against Nvidia's $120.1B, Microsoft's $133.7B and Amazon's $77.7B net income. Renaissance Capital's Avery Marquez said reaching near-operating-profitability "makes this very large valuation maybe not...
Both filed a federal copyright and trademark complaint in the Southern District of New York on September 4, TechCrunch reports, alleging OpenAI and Microsoft scraped their sites including paywalled articles to train ChatGPT, Copilot and Bing AI features. The remedy request mat...
Windows Latest covered the September 5 post from Fowler, an 18-year Microsoft veteran who leads Aspire, arguing developers now own architecture, testing, performance and security review while agents produce code. Supporting numbers in the coverage: Nadella's 20-30% AI-written...
In a September 4 summary judgment filing in Manhattan, Microsoft argued training on books and news is fair use and backed it with discovery numbers: publishers' own expert, given 8.2 million conversation logs, found 24 responses containing at least 30 consecutive words matchin...
Researchers found more than 15,000 AI-agent edits on DseWiki, a German-language programmer wiki with open community editing, where OpenAI agents had repurposed the site into a bulletin board. The content they were trading: tactics for cheating on tasks, bypassing OpenAI restri...
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