行业观察

Microsoft is leaving no stone unturned in its quest to secure more compute capacity for meeting its customers’ heavy demand for AI services. On Monday, the Redmond-based tech giant signed a $9.7 billi

Microsoft will invest $15.2 billion in the United Arab Emirates over the next four years, the company announced Monday at the first annual Abu Dhabi Global AI Summit. The investment will include the f

OpenAI isn’t done securing the AI infrastructure it needs to rapidly scale agentic workloads. The ChatGPT-maker on Monday said it has reached a deal with Amazon to buy $38 billion in cloud computing s

Nvidia and Qualcomm Ventures have joined a growing coalition of U.S. and Indian investors backing India’s deep tech startups. The group launched in September with more than $1 billion in commitments,

Cloud-computing company Lambda deepened its relationship with Microsoft through a sizable AI infrastructure deal. Nvidia-backed Lambda announced it struck a multibillion-dollar deal with Microsoft on

The AI web browser Dia is drawing inspiration from its predecessor, Arc, an earlier experiment in modernizing the web-browsing experience that hailed from the startup known as The Browser Company. On

A Japanese trade organization representing publishers like Studio Ghibli wrote a letter to OpenAI last week, calling for the AI giant to stop training its AI models on their copyrighted content withou

How much power is enough for AI? Nobody knows, not even OpenAI CEO Sam Altman or Microsoft CEO Satya Nadella. That has put software-first businesses like OpenAI and Microsoft in a bind. Much of the te

Amazon announced on Tuesday that Alexa+, its upgraded assistant powered by AI, is coming to the Amazon Music app for iOS and Android devices. The feature is currently available across all Amazon Music

Nvidia is playing fast and loose with its war chest as it looks to build on its momentum as the chief benefactor of the AI boom. The company on Tuesday signed a €1 billion ($1.15 billion) partnership

ClickUp has redesigned its productivity platform and released new AI assistant features as it aims to create a one-stop shop for customers. The company said core parts of this release were possible be

E-commerce software provider Shopify is bullish on AI-powered shopping agents, citing AI as an “incredible tool” to enable more entrepreneurs and calling it the “biggest shift in technology since the

The Information reports that Anthropic expects to generate as much as $70 billion in revenue and $17 billion in cash flow in 2028. The growth projections are fueled by rapid adoption of Anthropic’s bu

Google announced on Tuesday that it’s launching new agentic capabilities in AI Mode, its feature that allows users to ask complex questions and follow-ups to dig deeper on a topic directly within Sear

Sora, the AI video generator from OpenAI, is now officially available for Android users in the U.S., Canada, Japan, Korea, Taiwan, Thailand, and Vietnam. Initially launched as an iOS app in September,