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Microsoft adds $25 billion to AI spending as chip costs

Microsoft adds $25 billion to AI spending as chip costs surge and cloud demand accelerates

The Register, Reuters, and 3 more

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Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

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Amazon Web Services posts fastest growth in 15 quarters as AI demand fuels cloud sales jump

Amazon Web Services posts fastest growth in 15 quarters as

Amazon Web Services posts fastest growth in 15 quarters as AI demand fuels cloud sales jump

TechCrunch, The Register, and 11 more

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Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

/

Microsoft adds $25 billion to AI spending as chip costs surge and cloud demand accelerates

Big Tech AI spending surges past $725 billion as Meta,

Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

CNET, Bloomberg, and 22 more

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Amazon Web Services posts fastest growth in 15 quarters as AI demand fuels cloud sales jump

/

Microsoft adds $25 billion to AI spending as chip costs surge and cloud demand accelerates

Blackstone creates dedicated AI division to manage OpenAI,

Blackstone creates dedicated AI division to manage OpenAI, Anthropic investments

Bloomberg, Benzinga

PayPal reveals merchants aren't ready for AI shopping

PayPal reveals merchants aren't ready for AI shopping agents reshaping commerce

Fast Company, PYMNTS

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Meta builds AI agents powered by Muse Spark to handle everyday tasks for billions of users

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Amazon AI podcast hosts pitch adult diapers and fake dog poop in bizarre shopping experiment

Drone strikes on data centers force Big Tech to pause

Drone strikes on data centers force Big Tech to pause Middle East AI infrastructure projects

Ars Technica, CNBC

Aviatrix launches AI agent containment platform to limit

Aviatrix launches AI agent containment platform to limit blast radius in cloud workloads

SiliconANGLE, CRN

AI Costs Explode as Token Consumption Proves Unpredictable

AI Costs Explode as Token Consumption Proves Unpredictable and Usage-Based Billing Takes Over

ZDNet, The Register, and 3 more

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Microsoft shifts to usage-based pricing as AI agents drive $82.9 billion quarterly revenue

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Google signals ads may come to Gemini app as AI monetization pressures mount across industry

Cognizant acquires Astreya for $600 million to strengthen

Cognizant acquires Astreya for $600 million to strengthen AI infrastructure capabilities

Reuters, The Next Web, and 3 more

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AI job shock threatens India's economy as IT jobs face automation and real estate slumps

Nvidia loses entire China market as Huawei AI chip sales

Nvidia loses entire China market as Huawei AI chip sales surge 60% to $12 billion

Tom's Hardware, FT, and 8 more

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US orders chip equipment companies to halt shipments to Hua Hong over advanced AI chip concerns

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Nvidia B300 servers hit $1 million in China as US export restrictions tighten supply

Parag Agrawal's Parallel Web Systems hits $2B valuation

Parag Agrawal's Parallel Web Systems hits $2B valuation with AI agents infrastructure raise

TechCrunch, SiliconANGLE, and 1 more

LiteLLM SQL Injection Flaw Exploited Within 36 Hours,

LiteLLM SQL Injection Flaw Exploited Within 36 Hours, Exposing API Keys and Credentials

BleepingComputer, Hacker News

Asian Suppliers Surge to 90% of Nvidia's Production Costs

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Bloomberg, FT, and 2 more

SanDisk and Western Digital crush forecasts as AI demand

SanDisk and Western Digital crush forecasts as AI demand fuels explosive data storage growth

Reuters, SiliconANGLE, and 11 more

AI fears push investors to rethink stock valuations as

AI fears push investors to rethink stock valuations as terminal value hits 25-year high

Reuters, ET

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