SoftBank’s latest bet sits at the intersection of two of the most expensive, least forgiving parts of the AI boom: compute and construction. According to reporting, the company is putting together a robotics-focused business whose job is not just to…
Big Tech’s AI arms race is no longer just about who has the best models. It’s increasingly about who can build the fastest pipeline from chips to data centers to paying customers—and how investors interpret the bill when that pipeline…
Tech results have a way of turning “AI spending” into a kind of weather report for the entire market. When companies raise forecasts, investors read it as a sign that demand is real and budgets are moving from experimentation to…
Amazon’s cloud business is in a rare kind of momentum: not just growing, but doing so while improving profitability—at least according to the company’s own framing. In remarks that TechCrunch highlighted, Amazon CEO Andy Jassy said AWS is generating more…
Anthropic, the company behind Claude, is reportedly in discussions that could reshape the next chapter of its funding story. According to sources familiar with the matter, the firm has received multiple pre-emptive offers from investors valuing it in a wide…
By the time Elon Musk reached the cross-examination portion of his testimony, the courtroom mood had shifted in a way that even seasoned observers could feel. What began as a day of careful, structured questioning—meant to let jurors track Musk’s…
Meta’s financial story right now is a study in two bets that don’t behave like normal business investments. On one side, Reality Labs—Meta’s AR/VR division—keeps bleeding cash at a pace that has become almost routine. On the other, Meta’s AI…
Elon Musk returned to the witness stand for a second day in the ongoing legal fight tied to OpenAI, and this time the spotlight wasn’t just on what Musk has said about artificial intelligence over the years—it was on how…
Microsoft CEO Satya Nadella has signaled that the company intends to move quickly—and aggressively—on its latest OpenAI partnership, framing the arrangement as something Microsoft can “exploit” for maximum value across its cloud business. The remark, delivered in the context of…
Big Tech’s latest earnings season has delivered a familiar kind of reassurance: the numbers are bigger, the margins are holding up, and the businesses that once looked like they were being disrupted by the next wave of technology are now…
SoftBank is reportedly preparing to take its next big bet public in the United States, with plans to list a newly formed AI and robotics business called “Roze” as soon as this year. The idea, according to the reporting, is…
Tech investors are recalibrating their expectations for artificial intelligence—again. This time, the shift isn’t just about flashy model releases or headline-grabbing product demos. It’s about money: how quickly major cloud and platform companies say they will spend on AI, what…