Apple Eyes the AI Server Market; Microsoft's 'Largest Theft' Admission Reshapes Copyright Debate
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Apple is exploring a return to the enterprise server market, according to reporting by The Information. The plan, backed by hardware engineering chief John Ternus, envisions selling AI servers powered by the M8 Ultra chip with a target launch of 2029 — putting Apple in direct competition with Nvidia on a product line that is currently the most valuable in the technology industry. Tim Cook is meanwhile set to attend next week's Trump-Xi state dinner alongside Sam Altman and Jensen Huang, a guest list that amounts to a power map of American AI and technology gathered at a single table at a moment when semiconductor export controls, AI regulation, and trade policy are simultaneously in flux.
The most consequential technology disclosure of the week may have arrived not from a product launch but from a courthouse. Unredacted internal communications from Microsoft, exposed in New York Times copyright litigation, showed company executives privately describing AI training on published content as, in their own words, 'the largest theft in history.' That characterization — offered internally by the people who built the models, not by plaintiffs' attorneys — is likely to reshape the legal and regulatory conversation around AI and intellectual property, since willful infringement carries significantly higher damage exposure than accidental or good-faith infringement.
Warren Buffett stepped down as Berkshire Hathaway's chairman at age 96, closing a chapter in American financial history without a clean parallel. His son Howard Buffett, a philanthropist and farmer rather than an investor, will succeed him in what is explicitly a governance rather than operational role; Buffett will remain as chairman emeritus and on the board. Berkshire's chief executive Greg Abel, positioned as the operational successor since 2021, has been the effective continuity figure the market has been pricing in for years.
Anthropic reported its second consecutive adjusted profit ahead of a planned initial public offering — a meaningful signal of revenue-model viability, even as the 'adjusted' qualifier warrants scrutiny, since such figures typically exclude stock-based compensation that can be substantial for AI companies employing top researchers. Two consecutive profitable quarters on any metric nonetheless indicates the business is scaling in ways that matter for investor confidence and for the company's ability to sustain its research infrastructure.