David and Kareem discuss some Google AI and chip announcements, a new Xbox hub for PCs, Intel playing catch up, hope and expectations from Microsoft BUILD this year, and more.
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MSFT UNBOXED
AI
Microsoft’s Superconducting Cable Bet to Handle AI’s Energy Appetite
The company has promoted liquid cooling, custom silicon, grid partnerships, and community‑friendly infrastructure as the next big leap forward. Now it is turning to something that sounds even more futuristic: high‑temperature superconducting cables
What Alphabet, Qualcomm, AMD, Apple, and Intel Just Told Us About 2026
The first wave of 2026 earnings season delivered a familiar theme across Big Tech and chipmakers: AI is still the engine, but the cost of building that engine is starting to show up in margins, guidance, and investor reactions.
Adobe’s Selloff Signals a Tougher Year Ahead for AI‑First Companies
This is not how the market reacts to a company with healthy margins. It is how the market reacts when it stops believing the story the company is selling.
Oracle Plans Up to $50 Billion Dollars in 2026 Financing to Expand AI and Cloud
Oracle’s plan to raise up to $50 billion dollars in 2026 is being framed as a bold expansion of its cloud and AI footprint, but the scale and timing of the move reveal a company scrambling to keep pace while absorbing the consequences of its own costly bets.
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
Legal
Microsoft’s New EVP Roles Signal a Long Overdue Course Correction
On paper, it is a structural shift. In practice, it reads like a tacit admission that the company’s recent fixation on AI has come at the expense of the fundamentals that once defined its reputation.
Oracle Plans Up to $50 Billion Dollars in 2026 Financing to Expand AI and Cloud
Oracle’s plan to raise up to $50 billion dollars in 2026 is being framed as a bold expansion of its cloud and AI footprint, but the scale and timing of the move reveal a company scrambling to keep pace while absorbing the consequences of its own costly bets.
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
The Sinofsky–Epstein Emails Rewrite a Decade of Microsoft History
He was forwarding confidential Microsoft communications to Jeffrey Epstein in nearly real time, seeking Epstein’s advice on how to secure a better exit package, how to manage his reputation, and even how to land his next job at Apple or Samsung.
Microsoft’s AI Push Puts Its 2030 Water Pledge Out of Reach
Scenic mountain landscape during sunrise or sunset, featuring steep green cliffs in the foreground and layered forested ridges fading into the horizon. The sky transitions from soft orange near the horizon to pale blue above. Decorative elements like grass, flowers, and a water droplet frame the image with a translucent overlay of green and blue hues, emphasizing a nature-themed design.
Microsoft 365
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
Microsoft’s AI Push Puts Its 2030 Water Pledge Out of Reach
Scenic mountain landscape during sunrise or sunset, featuring steep green cliffs in the foreground and layered forested ridges fading into the horizon. The sky transitions from soft orange near the horizon to pale blue above. Decorative elements like grass, flowers, and a water droplet frame the image with a translucent overlay of green and blue hues, emphasizing a nature-themed design.
Microsoft Signs On to Wikipedia’s AI Initiative Amid Industry Accuracy Debates
The Wikimedia Foundation framed the move as a pragmatic evolution, a way to turn the nonstop scraping of its servers into actual revenue through its commercial API, Wikimedia Enterprise.
Ignite 2025: Microsoft Updates its Microsoft 365 Copilot platform
Microsoft 365 Copilot will include dedicated Word, Excel and PowerPoint agents that create high‑quality Office content directly from Copilot Chat.
Ignite 2025: Microsoft Announces Agent 365, a Centralized Control Plane for Managing Enterprise AI Agents
Microsoft Agent 365 is a new enterprise control plane for AI agents is a centralized dashboard and set of services that lets IT teams register, govern, monitor, secure, and measure fleets of autonomous agents running across an organization.
Windows
Microsoft Launches .NET 11 Preview 1 With Early Performance and Tooling Updates
These updates lead naturally into the runtime work, which continues Microsoft’s long‑term push toward performance and broader platform reach.
Microsoft’s Latest Secure Boot Updates Will Reach Windows Devices Through New Firmware Update
Those original certificates are approaching the end of their planned lifecycle and begin expiring in June 2026. Microsoft says the update is necessary to maintain the integrity of the Secure Boot chain and to keep Windows aligned with modern security expectations.
Windows Gets a Security Reset With Baseline Mode and Real Transparency
Windows Baseline Security mode and the User Transparency and Consent framework are part of that broader pledge. They are meant to demonstrate that Microsoft is not only listening but restructuring its approach to Windows itself.
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
Microsoft Admits Windows Needs More Love After Its AI Obsession
On the surface, it was a familiar corporate check‑in: a leader explaining where the OS is headed, how AI PCs fit into the roadmap, and why Windows remains central to Microsoft’s identity.
Reviews
Review: The Tecra A60-M and Dynabook a brand to know
Introduction
The life of a tech journalist is ever-changing and...
The Dell 14 Premium Balances OLED Brilliance and Practical Endurance
Even so, the integrated graphics model proved indispensable for other parts of my workflow. For long editing sessions where I was mostly trimming, cleaning audio and assembling chapters, the IGP unit was quieter and more forgiving on battery.
Wild Badger 40V Multi-Tool Review: Build Quality, Design, Real-World Use, and Attachment Switching
The Wild Badger’s attachment system uses a push-button quick-release with a keyed coupler that aligns the attachment shaft to the motor head. In practice, swaps are fast once you learn the alignment.
The Honest Truth: A Long Listen with Audeze’s MM‑100
Vocals sit forward, guitars cut cleanly, and pianos reveal their harmonic complexity. This is the range where mixes live or die, and the Audeze makes sure you hear every decision.
Dell’s Speakerphone and Soundbar Deliver Studio-Grade Audio for Work and Content Creation
It’s portable, intelligent, and tuned for the hybrid professional who needs studio-grade clarity without the studio setup.
Editorials
Dire Warning: Microsoft’s AI Gambit and the Dawn of Tech’s Next Big Bubble
Deutsche Bank calculates that, without tech-related investment (read: AI and data center spending), the U.S. would already be in a recession in 2025. In other words, AI is currently propping up GDP, just as telecom CapEx did before the dot-com crash.
Initial Hands‑On With The Dell XPS Premium 14 With GeForce RTX 4050
It trades ultralight portability for a more robust build and better performance under load, and Dell’s software lets you tune that balance.
A Trojan Horse of Trade Paves the Way for More Control of Chip Makers
One trade lawyer, as cited in the report, noted that this arrangement looks "a lot like the government is skimming a little bit off the top."
First Impressions: How the Galaxy Z Fold7’s Hardware Changes Conquered Comic-Con
I've been to my share of Comic-Cons, but this year was different. This year, my trusty sidekick wasn’t a notebook and a camera; it was the new Samsung Galaxy Z Fold7.
Why Every Busy Professional Needs Microsoft To Do
Microsoft To Do has become my personal assistant, keeping all the plates spinning. It's simple, intuitive, and, most importantly, incredibly effective.
Gaming
Sony Sets the Date for Its First 2026 State of Play
The event streams on Thursday, February 12 at 2 PM Pacific and 5 PM Eastern, running for more than an hour.
Steam’s Hardware Rollout Hits a Delay
The most pressing question, of course, is why Valve still won’t commit to pricing or a firm launch date. The company’s answer is blunt: memory and storage shortages have worsened since the hardware reveal in November
Madden 26 comes to EA Play members starting February 5th
If you're a football fan like me, you know...
Xbox Revenue Drops Hard After Big Acquisition and Bigger Layoffs
The numbers themselves are difficult to gloss over. Gaming revenue fell 9% year-over-year, with Xbox content and services slipping 5% and hardware collapsing by a staggering 32%.
Deals
GUNNAR Optiks Expands its Fallout Lineup with New Lucky 38 Glasses
The Lucky 38 glasses make their inspiration clear from the first glance. Drawing from one of the franchise’s most iconic locations, the design channels the neon glow and retro futurism of the Lucky 38 Resort & Casino.
Bose Valentine’s Day Deals Deliver Stylish Audio Upgrades
These crowd favorites are part of Bose’s Valentine’s Day offers, running from February 6 to 16, giving shoppers a solid window to pick up something thoughtful without resorting to last minute panic buys.
This LG Gram Pro 17 Bundle Saves You Over $1,000 Dollars
The company has dropped the laptop to $2,400 dollars and is throwing in a 27 inch UltraGear QHD gaming monitor at no extra cost.
XREAL’s One Series Just Got a Massive Upgrade
The XREAL One and XREAL One Pro and it’s arriving just as the glasses hit a new sale price. If you’ve been on the fence about stepping into wearable displays, this is the moment to pay attention.
GUNNAR Optiks Brings Fallout Brotherhood of Steel Glasses to Life
In collaboration with Amazon Studios, they’ve just unveiled the Fallout Brotherhood of Steel blue-light-blocking gaming and computer glasses, now available for pre-order at $99.
Software
Edge Debuts New Copilot‑Inspired UI
You’ll notice these changes most clearly in the Settings pages and context menus, which now look almost identical to Copilot’s UI. It’s not subtle, Edge feels like it’s borrowing Copilot’s wardrobe wholesale.
Agent Mode Represents the Next Big Leap for Excel Users
Agent Mode is a new feature in Excel that lets you build and edit workbooks directly with Copilot. Instead of juggling formulas, charts, and PivotTables manually, you can describe what you need, and Agent Mode will generate a step-by-step plan to make it happen.
Connection Explorer lets you see where your PC is connecting to
We have the cloud everywhere; it seems every app...
Microsoft Store Web Adds Multi‑App Install
Microsoft’s web Store now lets you pick several apps and create a single installer that launches the Store app to download and install them all in one go. It’s a simple, Ninite‑style convenience feature aimed at saving time when setting up a new PC or reprovisioning a machine.
AI
Microsoft’s Superconducting Cable Bet to Handle AI’s Energy Appetite
The company has promoted liquid cooling, custom silicon, grid partnerships, and community‑friendly infrastructure as the next big leap forward. Now it is turning to something that sounds even more futuristic: high‑temperature superconducting cables
What Alphabet, Qualcomm, AMD, Apple, and Intel Just Told Us About 2026
The first wave of 2026 earnings season delivered a familiar theme across Big Tech and chipmakers: AI is still the engine, but the cost of building that engine is starting to show up in margins, guidance, and investor reactions.
Adobe’s Selloff Signals a Tougher Year Ahead for AI‑First Companies
This is not how the market reacts to a company with healthy margins. It is how the market reacts when it stops believing the story the company is selling.
Oracle Plans Up to $50 Billion Dollars in 2026 Financing to Expand AI and Cloud
Oracle’s plan to raise up to $50 billion dollars in 2026 is being framed as a bold expansion of its cloud and AI footprint, but the scale and timing of the move reveal a company scrambling to keep pace while absorbing the consequences of its own costly bets.
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
Legal
Microsoft’s New EVP Roles Signal a Long Overdue Course Correction
On paper, it is a structural shift. In practice, it reads like a tacit admission that the company’s recent fixation on AI has come at the expense of the fundamentals that once defined its reputation.
Oracle Plans Up to $50 Billion Dollars in 2026 Financing to Expand AI and Cloud
Oracle’s plan to raise up to $50 billion dollars in 2026 is being framed as a bold expansion of its cloud and AI footprint, but the scale and timing of the move reveal a company scrambling to keep pace while absorbing the consequences of its own costly bets.
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
The Sinofsky–Epstein Emails Rewrite a Decade of Microsoft History
He was forwarding confidential Microsoft communications to Jeffrey Epstein in nearly real time, seeking Epstein’s advice on how to secure a better exit package, how to manage his reputation, and even how to land his next job at Apple or Samsung.
Microsoft’s AI Push Puts Its 2030 Water Pledge Out of Reach
Scenic mountain landscape during sunrise or sunset, featuring steep green cliffs in the foreground and layered forested ridges fading into the horizon. The sky transitions from soft orange near the horizon to pale blue above. Decorative elements like grass, flowers, and a water droplet frame the image with a translucent overlay of green and blue hues, emphasizing a nature-themed design.
Microsoft 365
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
Microsoft’s AI Push Puts Its 2030 Water Pledge Out of Reach
Scenic mountain landscape during sunrise or sunset, featuring steep green cliffs in the foreground and layered forested ridges fading into the horizon. The sky transitions from soft orange near the horizon to pale blue above. Decorative elements like grass, flowers, and a water droplet frame the image with a translucent overlay of green and blue hues, emphasizing a nature-themed design.
Microsoft Signs On to Wikipedia’s AI Initiative Amid Industry Accuracy Debates
The Wikimedia Foundation framed the move as a pragmatic evolution, a way to turn the nonstop scraping of its servers into actual revenue through its commercial API, Wikimedia Enterprise.
Ignite 2025: Microsoft Updates its Microsoft 365 Copilot platform
Microsoft 365 Copilot will include dedicated Word, Excel and PowerPoint agents that create high‑quality Office content directly from Copilot Chat.
Ignite 2025: Microsoft Announces Agent 365, a Centralized Control Plane for Managing Enterprise AI Agents
Microsoft Agent 365 is a new enterprise control plane for AI agents is a centralized dashboard and set of services that lets IT teams register, govern, monitor, secure, and measure fleets of autonomous agents running across an organization.
Windows
Microsoft Launches .NET 11 Preview 1 With Early Performance and Tooling Updates
These updates lead naturally into the runtime work, which continues Microsoft’s long‑term push toward performance and broader platform reach.
Microsoft’s Latest Secure Boot Updates Will Reach Windows Devices Through New Firmware Update
Those original certificates are approaching the end of their planned lifecycle and begin expiring in June 2026. Microsoft says the update is necessary to maintain the integrity of the Secure Boot chain and to keep Windows aligned with modern security expectations.
Windows Gets a Security Reset With Baseline Mode and Real Transparency
Windows Baseline Security mode and the User Transparency and Consent framework are part of that broader pledge. They are meant to demonstrate that Microsoft is not only listening but restructuring its approach to Windows itself.
EP.83 – Investors Question Microsoft’s AI Investment Bonfire
Kareem and David dig into Microsoft’s FY26 Q1 earnings, where strong growth meets rising questions about AI infrastructure costs.
Microsoft Admits Windows Needs More Love After Its AI Obsession
On the surface, it was a familiar corporate check‑in: a leader explaining where the OS is headed, how AI PCs fit into the roadmap, and why Windows remains central to Microsoft’s identity.
Reviews
Review: The Tecra A60-M and Dynabook a brand to know
Introduction
The life of a tech journalist is ever-changing and...
The Dell 14 Premium Balances OLED Brilliance and Practical Endurance
Even so, the integrated graphics model proved indispensable for other parts of my workflow. For long editing sessions where I was mostly trimming, cleaning audio and assembling chapters, the IGP unit was quieter and more forgiving on battery.
Wild Badger 40V Multi-Tool Review: Build Quality, Design, Real-World Use, and Attachment Switching
The Wild Badger’s attachment system uses a push-button quick-release with a keyed coupler that aligns the attachment shaft to the motor head. In practice, swaps are fast once you learn the alignment.
The Honest Truth: A Long Listen with Audeze’s MM‑100
Vocals sit forward, guitars cut cleanly, and pianos reveal their harmonic complexity. This is the range where mixes live or die, and the Audeze makes sure you hear every decision.
Dell’s Speakerphone and Soundbar Deliver Studio-Grade Audio for Work and Content Creation
It’s portable, intelligent, and tuned for the hybrid professional who needs studio-grade clarity without the studio setup.
Editorials
Dire Warning: Microsoft’s AI Gambit and the Dawn of Tech’s Next Big Bubble
Deutsche Bank calculates that, without tech-related investment (read: AI and data center spending), the U.S. would already be in a recession in 2025. In other words, AI is currently propping up GDP, just as telecom CapEx did before the dot-com crash.
Initial Hands‑On With The Dell XPS Premium 14 With GeForce RTX 4050
It trades ultralight portability for a more robust build and better performance under load, and Dell’s software lets you tune that balance.
A Trojan Horse of Trade Paves the Way for More Control of Chip Makers
One trade lawyer, as cited in the report, noted that this arrangement looks "a lot like the government is skimming a little bit off the top."
First Impressions: How the Galaxy Z Fold7’s Hardware Changes Conquered Comic-Con
I've been to my share of Comic-Cons, but this year was different. This year, my trusty sidekick wasn’t a notebook and a camera; it was the new Samsung Galaxy Z Fold7.
Why Every Busy Professional Needs Microsoft To Do
Microsoft To Do has become my personal assistant, keeping all the plates spinning. It's simple, intuitive, and, most importantly, incredibly effective.
Gaming
Sony Sets the Date for Its First 2026 State of Play
The event streams on Thursday, February 12 at 2 PM Pacific and 5 PM Eastern, running for more than an hour.
Steam’s Hardware Rollout Hits a Delay
The most pressing question, of course, is why Valve still won’t commit to pricing or a firm launch date. The company’s answer is blunt: memory and storage shortages have worsened since the hardware reveal in November
Madden 26 comes to EA Play members starting February 5th
If you're a football fan like me, you know...
Xbox Revenue Drops Hard After Big Acquisition and Bigger Layoffs
The numbers themselves are difficult to gloss over. Gaming revenue fell 9% year-over-year, with Xbox content and services slipping 5% and hardware collapsing by a staggering 32%.
Deals
GUNNAR Optiks Expands its Fallout Lineup with New Lucky 38 Glasses
The Lucky 38 glasses make their inspiration clear from the first glance. Drawing from one of the franchise’s most iconic locations, the design channels the neon glow and retro futurism of the Lucky 38 Resort & Casino.
Bose Valentine’s Day Deals Deliver Stylish Audio Upgrades
These crowd favorites are part of Bose’s Valentine’s Day offers, running from February 6 to 16, giving shoppers a solid window to pick up something thoughtful without resorting to last minute panic buys.
This LG Gram Pro 17 Bundle Saves You Over $1,000 Dollars
The company has dropped the laptop to $2,400 dollars and is throwing in a 27 inch UltraGear QHD gaming monitor at no extra cost.
XREAL’s One Series Just Got a Massive Upgrade
The XREAL One and XREAL One Pro and it’s arriving just as the glasses hit a new sale price. If you’ve been on the fence about stepping into wearable displays, this is the moment to pay attention.
GUNNAR Optiks Brings Fallout Brotherhood of Steel Glasses to Life
In collaboration with Amazon Studios, they’ve just unveiled the Fallout Brotherhood of Steel blue-light-blocking gaming and computer glasses, now available for pre-order at $99.
Software
Edge Debuts New Copilot‑Inspired UI
You’ll notice these changes most clearly in the Settings pages and context menus, which now look almost identical to Copilot’s UI. It’s not subtle, Edge feels like it’s borrowing Copilot’s wardrobe wholesale.
Agent Mode Represents the Next Big Leap for Excel Users
Agent Mode is a new feature in Excel that lets you build and edit workbooks directly with Copilot. Instead of juggling formulas, charts, and PivotTables manually, you can describe what you need, and Agent Mode will generate a step-by-step plan to make it happen.
Connection Explorer lets you see where your PC is connecting to
We have the cloud everywhere; it seems every app...
Microsoft Store Web Adds Multi‑App Install
Microsoft’s web Store now lets you pick several apps and create a single installer that launches the Store app to download and install them all in one go. It’s a simple, Ninite‑style convenience feature aimed at saving time when setting up a new PC or reprovisioning a machine.
MSFT Unboxed
Latest Articles
Microsoft’s Superconducting Cable Bet to Handle AI’s Energy Appetite
The company has promoted liquid cooling, custom silicon, grid partnerships, and community‑friendly infrastructure as the next big leap forward. Now it is turning to something that sounds even more futuristic: high‑temperature superconducting cables
Galaxy Unpacked 2026 Arrives February 25 With Samsung’s Most Personal AI Yet
The event will stream live at 10 a.m. PT on Samsung.com, Samsung Newsroom, and the company’s YouTube channel, giving the public its first look at a device lineup designed to remove friction from everyday tasks and make Galaxy AI feel fully integrated from the moment the phone is in hand.
Microsoft Launches .NET 11 Preview 1 With Early Performance and Tooling Updates
These updates lead naturally into the runtime work, which continues Microsoft’s long‑term push toward performance and broader platform reach.
Most Popular
Microsoft’s Superconducting Cable Bet to Handle AI’s Energy Appetite
The company has promoted liquid cooling, custom silicon, grid partnerships, and community‑friendly infrastructure as the next big leap forward. Now it is turning to something that sounds even more futuristic: high‑temperature superconducting cables
Galaxy Unpacked 2026 Arrives February 25 With Samsung’s Most Personal AI Yet
The event will stream live at 10 a.m. PT on Samsung.com, Samsung Newsroom, and the company’s YouTube channel, giving the public its first look at a device lineup designed to remove friction from everyday tasks and make Galaxy AI feel fully integrated from the moment the phone is in hand.
Microsoft Launches .NET 11 Preview 1 With Early Performance and Tooling Updates
These updates lead naturally into the runtime work, which continues Microsoft’s long‑term push toward performance and broader platform reach.
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