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Meta commits up to $27 billion to AI capacity from Nebius by 2027, reflecting intensified competition in AI datacenter infrastructure alongside Nvidia's related investments.
Amazon is exploring a marketplace for publishers to license content directly to AI developers, enhancing monetization and aligning with competitors like Microsoft.
Alphabet reported stronger-than-expected Q4 profits and detailed an impressive $175-185 billion 2026 capital plan focused on AI and data centers, driving significant growth in Google Cloud and core s…
Alphabet plans to double AI-related capital spending to $185 billion amid strong ad and cloud revenue growth, reflecting confidence in AI leadership despite elevated costs and cautious investor senti…
Amazon is negotiating a potential $10 billion investment and AI chip usage deal with OpenAI, aiming to deepen its generative AI market exposure amid shifting OpenAI partnership terms.
Google announced the integration of Gemini 3, its experimental AI-powered design tool StitCH, signaling innovation but with limited immediate commercial impact.
Google is launching its most powerful AI chip, Ironwood, expected to be widely available in the coming weeks, signaling growth in its AI and cloud capabilities.
IREN secures a $9.7 billion AI cloud contract with Microsoft, purchasing $5.8 billion in GPUs and equipment from Dell, deploying NVIDIA GB300 GPUs over five years at its Texas campus.
Alphabet launched Gemini Enterprise, an advanced AI platform designed for business clients, positioning itself strongly in the growing enterprise AI market against competitors like Microsoft and Open…