行业观察

If you pay attention to what the biggest tech companies are saying about AI demand, you’ll notice a common thread: they’re running short of compute capacity. That means the large language models under

Google is rolling out new AI-powered features to book and plan travel in Search, the company announced on Monday. The tech giant is expanding availability for its AI-powered “Flight Deals” tool, addin

Data intelligence company Databricks is reportedly already in talks to raise fresh capital, just a few months after its last fundraise. Databricks is holding conversations to raise a funding round tha

With consumers increasingly asking questions of ChatGPT — not Google — product discovery is changing. And the promise to give brands visibility and control over this fast-growing search channel has ma

Intuit has signed a multi-year contract worth more than $100 million with OpenAI, enabling its tax and financial apps to operate within ChatGPT and expanding the company’s use of OpenAI’s models acros

On Tuesday, Google released Gemini 3, its latest and most advanced foundation model, which is now immediately available through the Gemini app and AI search interface. Coming just seven months after t

As part of Microsoft’s Ignite conference, Stack Overflow on Tuesday revealed a new set of products that aims to position it as a valuable part of the enterprise AI stack. This new version of the compa

Poe, Quora’s app that brings together different AI models into one platform, is launching group chat functionality. The company announced on Monday that users worldwide will be able to start group cha

Hugging Face co-founder and CEO Clem Delangue says we’re not in an AI bubble, but an “LLM bubble” — and it may be poised to pop. At an Axios event on Tuesday, the entrepreneur behind the popular AI pl

AI data center provider Lambda announced Tuesday it raised $1.5 billion in a round led by TWG Global, a relatively new $40 billion investment firm formed by billionaires Thomas Tull, the former owner

Swedish vibe-coding unicorn Lovable has doubled its annual recurring revenue (ARR) to $200 million in just four months, co-founder and CEO Anton Osika said onstage at the Slush 2025 technology confere

TikTok, an app that was once just a place for user-generated content, is launching a new setting that lets users choose how much AI-generated content they want to see in their For You feed. The compan

OpenAI is pushing deeper into retail, with Target set to debut a new ChatGPT-powered app for shoppers in coming weeks. The news follows OpenAI’s move last month to start adding dedicated retail apps t

Former Treasury Secretary Larry Summers has resigned from OpenAI’s board days after Congress released an extensive cache of emails with convicted sex offender Jeffrey Epstein, which included details o

Adobe said on Wednesday that it has agreed to acquire search engine optimization company Semrush for about $1.9 billion in cash, as the Photoshop maker seeks to augment its suite of marketing offering