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Anthropic signed a $45B cloud deal with Nscale using Nvidia's chips, adding to agreements with AMD, Amazon, Google, and Microsoft. This aggressive infrastructure expansion supports their massive $2T+…
Alphabet could see stock gains if rival OpenAI falters in the frontier AI race, according to analyst Henry Blodget, despite Google currently playing catch-up.
Alphabet shares retreated below their 10-week moving average after DeepMind restructuring sparked concerns about falling behind OpenAI and Anthropic in AI race, though stock remains on IBD Leaderboar…
SpaceX's xAI pivots to AI compute rental business as Grok struggles against ChatGPT and Claude. xAI capex nearly doubled to $15.8B in Q2, with Google and Anthropic renting GPU capacity from its Colos…
DeepMind CEO Demis Hassabis is stepping down to a chairman role, with key scientist Jeff Dean also departing, fueling fears Google is losing ground to OpenAI and Anthropic in AI. Google shares fell o…
Bloomberg reports Alphabet's Gemini 3.5 Pro AI model is months behind schedule, risking loss to OpenAI and Anthropic. Stock fell 2% amid concerns over massive AI capex ($187B) squeezing free cash flo…
Microsoft shares rose 2% after launching advanced multi-model AI features in its Copilot assistant, promising superior research quality and reduced AI hallucinations compared to competitors.
Meta's AI start-up Manus launches a desktop app that runs AI agents locally, improving speed and privacy. This strengthens Meta's AI ecosystem amid competition and regulatory scrutiny, supporting bro…
Meta tests a new AI chatbot shopping feature offering product recommendations with images and pricing, aiming to deepen its presence in AI-driven e-commerce against rivals like OpenAI and Alphabet.
Google launches Nano Banana 2, enhancing its AI image generation tool with better performance and wider accessibility, aiming to boost user adoption and compete more closely with OpenAI.
Amazon faces pressure to boost AI investments amid rising competition from OpenAI and AI-integrated merchants, threatening its cloud and retail business growth.
Microsoft's Copilot AI struggles with user adoption and competition from OpenAI and Google Gemini, but remains central to CEO Nadella's AI strategy with strong internal adoption and ongoing investmen…
EU competition regulators investigate Meta's WhatsApp AI policy, pushing for open access to rival chatbots and interim measures to ensure fair competition in digital markets.
Anthropic raised its 2026 revenue forecast by 20%, projecting strong growth driven by business demand, supported by Amazon and Google, but delayed profitability due to high costs and ongoing massive …
Microsoft and Meta reported strong revenue growth and significantly increased AI-related capital expenditures. However, valuation drops and rising costs raise concerns about long-term profitability a…
Google's AI advancements, led by its Gemini models and custom chips, have leapfrogged OpenAI, boosting revenues and market position. Despite early missteps, renewed focus and innovation in AI-powered…
Tesla-affiliated startup xAI is struggling to gain traction in the enterprise AI market against established players like OpenAI and Google, aiming to convert consumer interest into business revenue b…
Google launches a more affordable AI Plus package in India to compete with OpenAI's ChatGPT Go, targeting budget-conscious consumers and expanding AI adoption in fast-growing markets.
Anthropic, backed by Microsoft and Nvidia, prepares for a potential 2026 IPO amid a $300B+ valuation, reflecting growing investor interest in AI startups and intensifying competition with OpenAI in t…
Apple restructures its AI leadership, appointing Amar Subramanya amid criticism of lagging AI progress and delays to Siri upgrades, signaling cautious optimism despite growing competition from OpenAI…