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Oct 29, 2026
Samsung’s chip outlook separates HBM4 sales from NPU and Taylor plans
Samsung’s October 29 report describes scaled-up HBM4 sales in Q3, a planned Q4 ramp for 4nm NPUs and expected Taylor fab operations in 2027. These are different supply milestones.
Oct 29, 2026
Microsoft’s Copilot harness comes to Foundry for managed agent execution
Microsoft’s October 28 announcement separates the model from its instructions, context, execution and controls, with managed Foundry and downloadable SDK routes.
Oct 29, 2026
Microsoft’s Q1 cloud results separate company, cloud and new segment revenue
Microsoft reported $63.9 billion in quarterly cloud revenue, alongside a broader recast Agents and Infra segment. The overlapping totals do not disclose AI-only sales.