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Key PlayersNVIDIA, AWS, CoreWeave

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Google Partners with Reliance to Offer Free AI Pro Access to 500 Million Jio Users in India

Google has partnered with Mukesh Ambani's Reliance Industries to provide free access to its AI Pro subscription, including Gemini 2.5 Pro, to over 500 million Jio users in India for 18 months. This strategic move reflects the intensifying competition among AI giants to capture India's massive market and train their models on diverse data.

Business16 sources

Google Partners with Reliance to Offer Free AI Pro Access to 500 Million Jio Users in India

Business16 sources

Microsoft's Record $35 Billion AI Investment Signals Infrastructure Race as Stock Falls Despite Strong Earnings

Microsoft reported strong quarterly results with $77.7 billion in revenue and 40% Azure growth, but shares fell 3% as the company revealed record $35 billion AI infrastructure spending and plans to double data center capacity within two years.

Business14 sources

Microsoft's Record $35 Billion AI Investment Signals Infrastructure Race as Stock Falls Despite Strong Earnings

Business14 sources

Microsoft CEO Satya Nadella Plans Second India Visit in December to Advance AI Partnerships

Microsoft CEO Satya Nadella will visit India in December for AI conferences and government meetings, as tech giants compete for market share in the world's most populous nation amid growing AI adoption.

Business2 sources

Microsoft CEO Satya Nadella Plans Second India Visit in December to Advance AI Partnerships

Business2 sources

Samsung Posts Record Q3 Results as AI Boom Drives Memory Chip Sales to All-Time High

Samsung Electronics reported a 32% surge in operating profit for Q3, driven by unprecedented demand for AI memory chips. The company achieved record quarterly revenue and plans massive capacity expansion to meet growing AI infrastructure needs.

Business5 sources

Samsung Posts Record Q3 Results as AI Boom Drives Memory Chip Sales to All-Time High

Business5 sources

Bitcoin Miners Pivot to AI Data Centers as Mining Profits Decline

Major Bitcoin mining companies are transforming their operations to provide AI computing services, leveraging existing infrastructure to capitalize on the growing demand for AI data centers while mining profitability faces challenges.

Business2 sources

Bitcoin Miners Pivot to AI Data Centers as Mining Profits Decline

Business2 sources

Google's AI Strategy Pays Off with Historic $100 Billion Quarter

Alphabet achieves its first-ever $100 billion quarterly revenue milestone, driven by strong AI adoption across Google Cloud, Search, and consumer products. The company's strategic AI investments are transforming it from a search-focused business into a comprehensive AI platform.

Business13 sources

Google's AI Strategy Pays Off with Historic $100 Billion Quarter

Business13 sources

Confluent Targets Enterprise AI Context Gap with Real-Time Streaming Platform

Confluent launches Confluent Intelligence platform to address the critical timing problem in enterprise AI by providing real-time context through streaming data infrastructure, moving beyond traditional batch processing limitations.

Technology4 sources

Confluent Targets Enterprise AI Context Gap with Real-Time Streaming Platform

Technology4 sources

Amazon's $11 Billion Project Rainier AI Megacluster Goes Live, Rivaling OpenAI's Stargate Initiative

AWS launches Project Rainier, an $11 billion AI data center campus in Indiana featuring nearly 500,000 Trainium2 chips exclusively serving Anthropic's AI workloads. The facility represents Amazon's direct challenge to OpenAI's Stargate project in the race for AI infrastructure supremacy.

Business3 sources

Amazon's $11 Billion Project Rainier AI Megacluster Goes Live, Rivaling OpenAI's Stargate Initiative

Business3 sources

Fed Chair Powell Distinguishes AI Boom from Dot-Com Bubble as Tech Giants Pour Trillions into Infrastructure

Federal Reserve Chair Jerome Powell argues the current AI investment surge differs fundamentally from the 1990s dot-com bubble, citing actual earnings and business models. However, he expresses concern about AI's impact on employment as companies announce layoffs while investing heavily in data centers.

Business10 sources

Fed Chair Powell Distinguishes AI Boom from Dot-Com Bubble as Tech Giants Pour Trillions into Infrastructure

Business10 sources

Accenture Invests in AI Agent Platform Lyzr to Accelerate Enterprise Agentic AI Adoption

Accenture has invested in Lyzr, an AI agent infrastructure platform, through Accenture Ventures to deploy agentic AI solutions in banking, insurance, and financial services. The partnership aims to help enterprises build secure, compliant AI agents that automate workflows and improve operational efficiency.

Business2 sources

Accenture Invests in AI Agent Platform Lyzr to Accelerate Enterprise Agentic AI Adoption

Business2 sources

Telegram's Pavel Durov Launches Cocoon: Decentralized AI Network Challenging Big Tech Dominance

Telegram CEO Pavel Durov announced Cocoon, a decentralized AI compute network built on TON blockchain that pays GPU owners in cryptocurrency while protecting user privacy. The platform aims to challenge Big Tech's AI monopoly by offering confidential computing services.

Technology4 sources

Telegram's Pavel Durov Launches Cocoon: Decentralized AI Network Challenging Big Tech Dominance

Technology4 sources

Microsoft Secures $250 Billion OpenAI Commitment, Strengthening Azure's AI Growth Trajectory

Microsoft's revised agreement with OpenAI includes a massive $250 billion commitment over 7-8 years, providing stronger visibility into Azure cloud revenue and reinforcing Microsoft's central position in the generative AI ecosystem.

Business2 sources

Microsoft Secures $250 Billion OpenAI Commitment, Strengthening Azure's AI Growth Trajectory

Business2 sources

Supermicro Creates Federal Subsidiary to Expand AI Infrastructure for U.S. Government Agencies

Super Micro Computer establishes a new federal subsidiary to provide domestically manufactured AI servers and data center solutions to U.S. government agencies, responding to growing federal demand for AI infrastructure.

Business2 sources

Supermicro Creates Federal Subsidiary to Expand AI Infrastructure for U.S. Government Agencies

Business2 sources

Bitcoin Miner TeraWulf Raises $575 Million to Pivot Into AI Data Centers Amid Mining Challenges

TeraWulf announces plans to raise $575 million through convertible notes and debt to fund AI data center expansion in Texas, partnering with Google-backed Fluidstack as Bitcoin mining becomes less profitable.

Business2 sources

Bitcoin Miner TeraWulf Raises $575 Million to Pivot Into AI Data Centers Amid Mining Challenges

Business2 sources

TinyCorp Breaks Compatibility Barrier: External Nvidia RTX GPUs Now Work with Apple M3 MacBooks for AI Development

AI startup TinyCorp has successfully connected external Nvidia RTX graphics cards to Apple M3 MacBooks via USB4/Thunderbolt 4, enabling AI computation on Apple silicon despite years of incompatibility. This breakthrough could transform AI development on Apple hardware.

Technology2 sources

TinyCorp Breaks Compatibility Barrier: External Nvidia RTX GPUs Now Work with Apple M3 MacBooks for AI Development

Technology2 sources

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