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Microsoft has now posted ten consecutive quarters of record-breaking revenue, with its latest haul hitting ninety-two point three billion dollars — a nineteen percent jump year over year. That sustained run tells you something important: whatever debates swirl around AI's long-term promise, the near-term economics are working out very well for the companies selling the picks and shovels.
Speaking of picks and shovels, SK Hynix just crossed one hundred trillion won in quarterly revenue for the first time, driven almost entirely by AI memory demand. The South Korean chipmaker says that demand will outpace supply through twenty-thirty, with its high-bandwidth memory already sold out through twenty-twenty-nine. That is not a bubble reading — that is a supply chain under genuine strain.
And a quieter but meaningful story out of the legal world: PACER, the federal system that charges Americans to access their own court records, is raising its fees by twenty percent in twenty-twenty-seven. Free Law Project argues those records should cost nothing at all, and it is hard to disagree — public court documents funded by taxpayers probably should not sit behind a paywall.
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