Microsoft

Shells rise in 18 to 24 months; grid power averages four years. The biggest AI builders have already contracted the firm megawatts everyone else is still queuing for.

Majorana 2 halves Microsoft's timeline to a scalable machine and reports a 20-second parity lifetime. The preprint measured one observable on one nanowire, unreviewed; critics say that is not yet a demonstrated topological qubit.

The 50-author MRC paper gives Ethernet its first multi-vendor, open-spec, production-trace answer to the one argument InfiniBand had left at frontier-training scale.

AI agents are now high-privilege actors inside corporate networks, and the existing security stack was not built for them.