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Google former CEO Eric Schmidt at Arizona University commencement speech gets booed for statements on AI. The Google ex CEO says its your turn to shape AI but does not say that AI is shaped by a few individuals at corporations such as Microsoft and Google. Pew Research shows majority of students on campuses across the US have serious concerns and are not excited by the way AI has developed. This when Pew has not asked people to comment on how trillions of dollars needed for rebuilding of the dilapidated infrastructure and transportation of the US and for reindustrialization to create jobs after manufacturing was shipped to China by Elites, have through the capital markets been shifted into AI. Even when financial returns cannot come anywhere close to what these investments would do for the American people (and investors) if invested in reindustrialization+ infrastructure. The public knows better, no wonder Google founder Schmidt is booed.

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BBC says "tech's seedy side exposed" by Musk- Altman trial 2026. Let's face it there is a seedy side, and a much less benevolent side to Tech than it likes to show. The overspending on AI is a sign of misplaced priorities when so much of US infrastructure is dilapidated, much of it from before 1945, that badly needs to be rebuilt. Much of the promise of hardware from Tech that would change education is a failure so much so that Sweden is shifting on a nationwide effort in its schools to a program - "from screens to binders" that gives children binders with notebooks to write in and books to read, removing screens altogether, and for good reasons of the educators of Sweden. Tech in its grandiose style pretends it is about the technological revolution when it is simply the companies Amazon, Google, Apple, Microsoft, Nvidia, three of which are from the last 15 years. The technological revolution and the scientific revolution date back to Copernicus and Newton and the hundreds, thousands of scientists and pioneers of the industrial revolution of the last 250 years, and the men of vision and wisdom that gave us the British and American Constitution, the principles of self-government of civilized societies. ...

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WSJ Quiz on data centers- test your knowledge. Does China have the most data centers? No the US with 4000, followed by Britain with 515 and Germany with 500 showing that China is not in the AI craze the way the US is even though the idea of the US falling behind in AI is used to get trillions of dollars in AI funding. This only means infrastructure that is dilapidated and broken in the US will not be replaced, and that the US plan to reindustrialize to get jobs will lack funding as dollars are diverted from these essential and vital needs to AI. Eventually Asian countries with new infrastructure will find ways to get that US technology without having to pay for it. The American public will be paying for this AI craze. We at Lyrarc.com checked how many data centers China has built? The number is 250 data centers are operational and note this in the MIT Technology Review it says 80% of these data centers are not being used, there is 80% overcapacity in China. Because China's AI such as Deep Seek is designed so that it uses less computing power. What this means is that only the US will put over 3 times the combined data centers put in by China, UK and Germany for AI and US will put in 16 times the data centers China has put in. As China only needs or is using 20% of its 250 operational data centers or 50 data centers the US is putting in 80 times the data center capacity China is using in 2026. Why 80 times? Because China has a Plan and it can manage the supply to the need or demand. In the US each company is trying to put so many in so it can get the leadership position in the market. For example Amazon puts in $200 billion instead of the $100 billion it can afford simply to be in the leadership ranks. There is much wasteful spending in the US market system than China's coordinated effort in a new technology even though ideologues like to say the US system is superior, and a plan by the state is frowned upon in the US, costing the US dearly when it lost its entire manufacturing base to China while economists said everything was OK. Even the WSJ Quiz fails to ask the question we asked about China and how many data centers China has actually made operational, how much is overcapacity- 250 datacenters and 80% overcapacity. Showing how little the public knows and even WSJ has looked into, giving a few companies such as Google, Amazon, Apple, Microsoft and others the freedom to spend in a reckless way so that future infrastructure investments and reindustrialization investments will be crowded out in the US economy. And economists as usual will say its OK. ...

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The FTC is doing an investigation of Microsoft's deal with Inflection and AI co-founder. The deal did not go through the process set up for such deals to show that it does not adversely affect the US and its people.

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Microsoft CEO completed 36 major acquisitions since taking over from Steve Ballmer in 2014. In this report Jay Greene of WSJ points out a significant change under Nadella. Under Gates and Ballmer the heads of companies acquired were not brought into company executives discussions. Nadella invited these heads to join the rest of the company's top managers to meetings to hear different views. Nadella says Microsoft would not have missed big trends had it listened more. Under Ballmer acquisitions such as Nokia were not properly handled. Even under Gates in the earlier period products in Search later developed by Google did not get the attention they deserved and heads of companies acquired did not get  to actively participate. The Not Invented Here Syndrome applied to Microsoft managers. The aggressive attitudes did not produce the best results. Like Apple's Cook who has a collaborative style, Nadella has set out to open up the company to different ideas and people. Nadella has shifted the company away from earlier products to cloud computing and mobile computing to produce better results. Under Nadella open source software programming receives the openness and respect it deserves, after the Ballmer years. The change in attitude is real and Nadella as a Microsoft veteran for 24 years has been able to steer the company in a new direction. ...

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Microsoft will be taking a $1.2 billion charge to earnings related to severance costs for 10,000 layoffs, as it prepares to do with fewer workers in a slowing economy. Tech took a larger part of US investments than warranted leaving public investments in infrastructure unfunded or underfunded. This is reversing as the US makes a push in infrastructure spending and in new factory investments in manufacturing.

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“The industry operated in a certain manner in the first half of the decade that is not an appropriate path for the second half of the decade,” says Microsoft President and Vice Chair Brad Smith. Microsoft will now act as aresponsible company and pay higher electricity prices, replenish water supplies, and pay more for land so that electricity prices are not pushed up by AI data centers and passd on to consumers. This draws praise from DJT as the US faces an affordability crisis and AI is suspected to increase the cost borne by consumers of electricity. 

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The difficulties Microsoft is having in integrating Skype into its products even as the use of Skype increases by 26%. This is similiar to the situation EBay faced when Microsoft acquired Skype from EBay in 2011. Skype users are now estimated at 250 million Microsoft has given Skype management special autonomy with its head offices and president Bates located in Silicon Valley. Microsoft CEO Ballmer say it is importaant that Skype work well on all platforms and devices.

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This exceptional account by WSJ's Shira Ovide on Microsoft Windows 10 looks at ways CEO Satya Nadella is changing Microsoft's culture and old way of doing business. Microsoft is changing its culture and strategy of charging for all its products. It will let businesses and individual buyers upgrade for free to the new Windows 10 product. This means $500 million less in sales revenues in 2015, but opens up new oppoortunities in sale of add-on apps and services on more devices, such as health sensors and smartphones. The failure to penetrate the smartphone business- with a meager 3% penetration for Windows in smartphones - is a problem facing Microsoft as it competes with Apple, Google and other companies. Terry Myerson describing the thinking behind this change at Microsoft puts it in a cultural perspective, saying that it should result in a more engaged user base. There is a sense that the space Microsoft is in stretches way beyond PC's to all the new computing devices now in place, including smartphones and other devices, with Windows taking up only 15% of these devices. Founder Bill Gates calls this "exciting" and is excited to see the reaction in the market....

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Apple, Caterpillar, and Microsoft, Amex pushed the Dow higher to get to 50,000 from 25,000 in 2018 in just 9 years when it took decades to get to 25,000. Sales Force, because of AI threat, Boeing because of its engineering and quality issues acted as laggard. Exxon was removed, Chevron stayed on. Intel was taken out and Nvidia took its place. The PE ratio in 2026 for Dow is 22 times earnings. Companies with higher stock price Goldman $929 a share as an example have a bigger impact in moves of the Dow just because of the higher price per share. Compared to Apple at $249 a share. The calculation is to take the price s of 30 stocks add them together and divide by a factor that adds effect of stock splits and new index entrants. That factor was 0.162 in 2025. Note that it took 76 years to 1972 to get to 1000 for the Dow Jones Average in 1972.

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Microsoft's adopt Apple's methods and pays more attention to design as it introduces the Surface tablet device. The changes at Microsoft and how it is competing with Apple.

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Microsoft and Amazon to invest$17.5 billion and $35 billion in India  dat centers by 2030. Google plans to invest $15 billion with partners Airtel and Adani Group for a total of $67.5 billion. Renewable energy in Hyderabad costs 7 cents for one kilowatt hour compared to 18 cents on average in the US. TPG of the US is working with Tata Group on AI data centre in Hyderabad and others in India. Till recently most of India's data was stored in Singapore. Even today India has only 5% of the data center capacity in the world and yet consumes most of the data in the world because of it's growing population.