Latest / MAG 7 Daily / Ep 21: Ninety-six accelerators in one rack will run Microsoft's Copilot replies from 2027.

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Ep 21: Ninety-six accelerators in one rack will run Microsoft's Copilot replies from 2027. · MAG 7 Daily

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  96 accelerators in one rack will run microsoft's co-pilot replies from 2027. This is MAG 7 Daily, episode
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  21. At the top of the tape, that hardware is meant for teams and co-work as well, with liquid
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  cooling and one ethernet fabric so more replies fit while power stays caped. Satya Nadella
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  has called the custom silicon project microsoft's biggest bet yet. The point, the MAC observer
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  reports is to stop depending entirely on outside chip vendors. Counterpoint's preliminary
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  count puts Apple's worldwide phone shipment share at 22% in the third quarter of 2026.
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  A third quarter record, even as Apple's own iPhone shipments fell. Samsung took 23%. The
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  industry shipped 20% fewer phones than a year earlier, and July through September was the lowest
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  total since 2012. No standard iPhone 18 arrived with the Pro models in September, so Apple
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  pushed fewer new units into stores than at the iPhone 17 launch. Counterpoint still logged a
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  stronger Pro debut than the prior Pro generation, with China and India the standouts. The same
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  firm estimates phone retail prices are up 20% worldwide this year, and it ties the slump to scarce,
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  costlier memory chips. Meta told Wired in an account carried by TechMeme that Mews will
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  let people hold adult conversations if they choose, inside a private and secure virtual
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  machine. The company said it does not block legal adult behavior. South Korea's National
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  Pension Service has paired with Amazon Web Services on AI Research, Biggo Finance Reports.
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  That work cut a monetary policy analysis from 8 hours to 10 minutes. Google introduced Fitbit
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  edge as its next health and fitness tracker, with a sleek body, a bright screen, glanceable
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  coaching and deeper health tracking for workouts and ordinary days.
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  A paired Google Post sends people to pre-order.
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  What cuts against treating the new Microsoft Rack as a full substitute is the job it is
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  built to do.
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  The Mac Observer says Maya 300 is an inference engine.
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  Quick answers to prompts, not training a model from scratch.
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  The published gain is against Microsoft's own Maya 200.
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  2 and a half times the memory speed and a third more capacity, so the training load
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  this design skip still sits with outside vendors.
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  Across the 7, the fresh ceiling on Meta's AI spend is a check of up to $200 billion.
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  Benzinga reports Mark Zuckerberg defending that capital outlay as what he is ready to
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  write to dominate the decades ahead.
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  Since yesterday's spending talk, the new piece is that ceiling, not another retelling of
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  the race.
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  In May, Meta cut about 10% of its global workforce.
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  It reassigned roughly 7,000 people onto AI teams.
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  Chief AI officer Alexander Wang said on a David Senra podcast out Monday that he brought
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  Elon Musk's small team lesson to Zuckerberg early on.
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  A flat, highly technical group with very high talent density, he said, can move fast and
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  Zuckerberg was excited enough to make that a tent pole.
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  Benzinga, citing Reuters, says Zuckerberg later told staff the reshuffle was not as clean as planned.
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  Andre Carpathi, once Tesla's AI director, said in 2024 that Musk pushed against organizational growth,
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  cut middle management, and treated engineers as the source of truth.
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  In 2022, after taking over Twitter, now X, Musk slashed that workforce by thousands.
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  Aaron Holmes, writing in the information, describes a different Microsoft pitch from Charles Lamana.
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  Copilot as the Costco of AI. A broke college student and a millionaire would both use it,
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  Holmes writes, because it is the best value they can get without burning too much on tokens.
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  Before we go, the pension funds 10 minute policy read is the AWS result to test on the next
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  banking workload. That's Mag 7 Daily for today. Nothing in this show is financial advice.
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  I'm Patrick and Vancouver. See you tomorrow. A rating on Apple podcasts or Spotify takes 10 seconds,
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  and it is how new listeners find this show.
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  And before you go, this show is part of the Narin Network,
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  a family of daily podcasts on tech, science, and markets.
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  Each one a short, sharp briefing you can finish on the commute.
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  If today earned its place in your feed, here's your next lesson.
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  The do-positive pod is the club for people
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  who do something about it.
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  episodes and the dispatch wall at narennetwork.com, the DP pod. This episode used AI voice synthesis
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  of my voice. Editorial selection and analysis are my own.