Stripped-down Windows 11 for AI developers demands 64GB RAM and insane 250 GB/s bandwidth — Project Zenith will debut on AMD's flagship Ryzen AI Halo platform

Microsoft and OpenAI face a lawsuit from the New York Times over alleged copyright infringement related to AI training. Internal documents reveal concerns about large-scale copying, potential market substitution, and data acquisition methods. Microsoft and OpenAI argue their use qualifies as fair use under US copyright law. The case hinges on whether AI training is transformative and harms the market for original works.

Microsoft's internal documents, revealed in a lawsuit, show executives admitting AI models steal content from media companies, creating a 'doom loop' that harms both AI performance and the web. CEO Satya Nadella noted AI chatbots reduce traffic to original sources. OpenAI is accused of bypassing paywalls for training data.

AMD plans to raise prices by 10% on GPUs and chipsets in Q4 2026, citing TSMC's increased manufacturing costs. Ryzen CPUs are exempt, likely to compete with Intel's recent price hikes. Retail partners may absorb some costs, but GPU and chipset prices are expected to rise. AMD has not confirmed the changes.

Nscale, an AI infrastructure provider backed by Nvidia, filed for an IPO on the NYSE under the ticker NSCL. The company reported $140.6M in revenue for the first half of 2023, up 1,252% year-over-year, but also reported $1.02B in net losses. Nscale rents Nvidia GPUs to AI companies and competes with Amazon and other neocloud providers. The company has partnerships with Microsoft and significant commitments from customers like Figure AI.

AI infrastructure stocks SMCI, CRWV, NBIS, and VRT fell 6.1%, 5.6%, 5.3%, and 7.7% respectively, following calls from AI CEOs to slow AI development. Other AI-related stocks like MU, SNDK, AMD, NVDA, and INTC also declined. Broader market pressures, including rising oil prices and Treasury yields, contributed to the downturn. Analysts note potential risks to these companies if AI development slows.

Microsoft's Satya Nadella joined 40+ Indian-American tech CEOs at a Seattle forum to discuss India-US tech ties, including AI and quantum computing. Microsoft plans a $17.5B India investment (2026-2029), while Amazon announced $48B (2026-2030). The event, under the India-US TRUST Initiative, focused on strengthening bilateral tech cooperation.