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…
Microsoft is trying to put a long-running debate to rest: not whether Copilot exists, but whether people actually use it—and whether that usage is sticking. In its latest update, the company says it now has more than 20 million paid…
Elon Musk’s testimony has taken a sharper turn toward motives and money as a court record continues to unpack the early days of OpenAI—an organization that was initially framed around public benefit, but whose founding structure and financial incentives have…
Big Tech’s latest earnings cycle is sending a clear message: the AI build-out is no longer a speculative bet—it’s becoming a line item, then a budget category, and finally a platform strategy. In the same reporting window, Alphabet, Microsoft and…
Google Cloud has crossed a milestone that’s hard to ignore in the enterprise technology market: for the first time, it topped $20 billion in quarterly revenue. The figure signals not just steady adoption of cloud services, but a new phase…
Google’s decision to sign a new artificial intelligence contract with the Pentagon has landed with a thud inside the company—so much so that the message it sent to employees afterward reportedly became part of the story. According to reporting, the…
Google’s subscription engine just added another big chunk of momentum. In its latest quarterly reporting, the company said it gained 25 million paid subscriptions in Q1, bringing the total to 350 million across its consumer and services ecosystem. The headline…