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, ...

Cloudflare expands Agent Cloud with OpenAI GPT-5.4 integration and isolate-based Dynamic Workers, challenging containers as ...

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.

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

Beyond the war, police arrested a suspect in an alleged Molotov cocktail attack on OpenAI CEO Sam Altman’s home Friday morning. The fire burned an outer gate, but no one was inj ...