If the outage triggers a capex slowdown or shifts spend away from Nvidia hardware toward cheaper alternatives/custom silicon.

Prior to SpaceX's announcement that it's agreed to a potential purchase of Cursor, Microsoft looked at buying the AI coding ...

Bootstrapped by three founders, Osirus brings Chat, Search, Image, Video, Speech, Storage, and a full Agent Studio under one roof - powered by every major AI provider, including AWS Bedrock, Google, ...

These aren't isolated incidents; they're warning signs that getting the AI fix users crave will become harder to come by.

Google launches AI agent suite at Cloud Next 2026 with Workspace Studio, A2A protocol at 150 orgs, and Project Mariner. The pitch: only Google owns the full stack.

Google unveiled new enterprise AI agent tools at Cloud Next, expanding Gemini and Workspace features as it pushes harder ...

Microsoft considered buying AI coding firm Cursor. However, SpaceX ultimately agreed to acquire Cursor. This deal comes amid ...

Google's once-forgotten Cloud division is making a run on the strength of Gemini.

The Competition Appeal Tribunal this week certified a class-action lawsuit against Microsoft, its Irish operations arm, and Microsoft Limited. Lead claimant Maria Luisa Stasi alleges that the company ...

OpenAI names Cognizant and CGI as the first SI partners in a Codex enterprise programme as the coding agent hits 3M weekly ...

OpenAI is capping off a busy week of announcements with the release of GPT-5.5, its latest model upgrade for ChatGPT and Codex. The company calls its new model “a new class of i ...

OpenAI Group PBC today launched ChatGPT Images 2.0, an upgraded version of the image generator built into its popular chatbot. The company also debuted a new technical training service called Codex ...