The cloud rises and AI pays off — 3 takeaways from tech’s big earnings week
It’s been a big week in Big Tech earnings, and three major themes in the markets have emerged. The…
Amazon CEO Andy Jassy says he has a secret weapon in the AI wars
CEO Andy Jassy talked up Amazon’s investments in AI during Amazon’s third-quarter earnings call. Amazon CEO Andy Jassy on…
Mark Zuckerberg flexes that Meta’s cluster of Nvidia H100 chips is bigger than the competition’s
Mark Zuckerberg said Meta’s Llama 4 AI models were training on a GPU cluster “bigger than anything that I’ve…
Apple earnings recap: Tim Cook says he sees demand for iPhone 16 as stock falls on China weakness
Apple reported better-than-expected earnings in the fiscal fourth quarter. Apple reported a profit and revenue beat for its fiscal…
Microsoft is still winning the cloud war against Google — but in AI, it’s all to play for
Microsoft and Google are still battling it out for AI dominance. Microsoft may be ahead of Google in cloud…
Mark Zuckerberg flexes that Meta’s cluster of Nvidia H100 chips is bigger than the competition
Zuckerberg said Meta’s Llama 4 AI models are training on a GPU cluster “bigger than anything that I’ve seen…
OpenAI is throwing down the gauntlet at Google by rolling out its new search feature
ChatGPT is getting an upgrade with web search. OpenAI just upped ChatGPT’s search abilities. On Thursday, the GenAI company…
Big Tech’s vanishing perks have left employees to face a stark new reality
Boo! Did I scare you? If not, maybe this will surprise you: Microsoft disclosed an equity investment in OpenAI…
The Kremlin says it hopes an unpronounceably huge fine got Google’s attention
The Kremlin has responded to the news of Russia’s astronomically high fine on Google. An enormous fine levied by…
AI hype is a bubble set to burst as it follows the path of tech manias throughout history, legendary investor Jeremy Grantham says
Legendary investor and co-founder of Grantham, Mayo & van Otterloo, Jeremy Grantham The market’s endless hype for artificial intelligence…