Industry
The platform companies shaping AI distribution, cloud, and product power.
Monitor
Meta is set to reduce 10% of its staff to reallocate resources toward AI initiatives, amid competitive pressures in the frontier model race.
Amid rising AI threats, OpenAI and Microsoft deepen collaboration to bolster defenses against model exploits and attacks.
Microsoft's Xbox announces major pivot including reassessment of game exclusivity, timed releases, and AI usage to boost daily active players.
Sundar Pichai reveals AI now generates 75% of Google's new code, accelerating development with agentic workflows and tools like Antigravity.
Google recasts data portfolio as Agentic Data Cloud, unifying semantics across BigQuery, Vertex AI for reliable AI agent actions at scale with Knowledge Catalog.
Blackstone President Jon Gray highlights AI boom as key to Q1 results and private credit growth during CNBC interview.
Google Cloud highlighted new agent platforms, Gemini updates, and commitments to partners for accelerating agentic AI development.
Anthropic is aggressively securing European data center capacity to power its AI models, hiring for high-salary infrastructure roles.
A Bain survey reveals companies demand integrated AI, data, cloud, and security solutions, urging tech services firms to prioritize AI investments for margin expansion and client wins.
Microsoft announces an $18B investment to boost AI infrastructure in Australia, including new data centers and skills programs. The move supports growing regional demand for cloud and AI services amid global expansion.
Beyond the buyout option, SpaceX and Cursor are collaborating to train custom AI models on xAI's Colossus cluster, accelerating coding AI for rocket and satellite development.
SoftBank Group is pursuing a $10 billion two-year margin loan secured by its stake in OpenAI to fuel further AI investments. The move underscores aggressive financing strategies amid booming AI valuations.
INFINITIX opened a Korean subsidiary and unveiled AI infra solutions amid shift to scalable compute governance at AI EXPO.
DDN shares breakthroughs in AI data platforms involving Google Cloud, redefining high-performance computing for AI workloads.
Google introduced Deep Research and Deep Research Max, advanced AI agents succeeding its prior tool, leveraging Gemini 3.1 Pro for complex research tasks.
Google enhanced Workspace with Gemini-powered features allowing users to generate, write, and refine documents via natural language prompts.
X's new AI-curated feeds personalize content discovery with ads, powered by Grok, shifting from static Communities to dynamic timelines.
ServiceNow partners with Google Cloud to integrate AI agents powered by Gemini Enterprise for autonomous enterprise workflows, available in preview now.
LA Times exposes Google's organizational issues allowing rivals to dominate AI coding tools amid rapid model advancements.
SpaceX has struck a massive deal giving it the option to acquire AI coding platform Cursor for $60 billion, while partnering on AI model training using Colossus supercomputer. The move outbids Microsoft and secures exclusive access to Cursor's tech for SpaceX's ambitions.
Developers can now use custom language models and API keys in VS Code's GitHub Copilot, enabling more flexibility and experimentation in AI coding workflows.
Google launched an enterprise agent-building tool in its Gemini Enterprise Agent Platform that surprisingly supports Anthropic's Claude Opus, Sonnet, and Haiku alongside Gemini. This multi-model approach aims to give enterprises flexibility in AI agent development.
Google is rolling out AI Overviews powered by Gemini to Gmail at work, providing summarized insights directly in email. It's opt-in initially but defaults on for Gemini-enabled orgs.
Google unveiled a slew of new tools and AI agents at Cloud Next '26 designed to enable enterprises to build autonomous agents, directly competing with offerings from OpenAI and Anthropic. The platform includes new TPUs and agent-building frameworks to accelerate adoption. This marks Google's aggressive push into agentic AI for business operations.
New platform evolves Vertex AI for building/scaling agents with Agent Studio, 200+ models, governance tools, and integrations from partners like Salesforce. Enables enterprise agentic workflows securely.