Sam Altman says OpenAI reached an agreement with the DOD to deploy its models in DOD's classified network and asks DOD to extend those terms to all AI companies
Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safet...
Source: Sam Altman told employees the DOD is willing to let OpenAI build its own “safety stack” and won't force OpenAI to comply if its model refuses a task
Sam Altman told OpenAI employees at an all-hands meeting on Friday afternoon that a potential agreement is emerging …
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+
Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue tops $50B
Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
Microsoft reports Azure Q2 revenue up 39% YoY, above 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which came from OpenAI alone
Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone
Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue up 26% to $51.5B
Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%
Microsoft unveils the Maia 200, its second-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%
Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …
Elon Musk says Apple and Google's Gemini deal “seems like an unreasonable concentration of power for Google, given that [they] also have Android and Chrome”
Elon Musk today expressed concern about Apple and Google partnering on a more personalized version of Siri powered by Google's generative AI platform Gemini.
Apple signs a multiyear Google deal to use Gemini models to power a more personalized Siri in 2026, saying Google's tech “provides the most capable foundation”
Apple is joining forces with Google to power its artificial intelligence features for products such as Siri later this year.
Apple signs a multiyear Google deal to use Gemini and Google Cloud to power Siri's features in 2026, saying Google's tech “provides the most capable foundation”
- Apple is teaming up with Google to use Gemini models for an AI-powered Siri
Arm creates a “Physical AI” unit to focus on robotics and automotive sectors, as part of a reorganization that includes “Cloud and AI” and “Edge” business units
Chip technology company Arm Holdings has reorganized the company to create a Physical AI unit …
Sources: Meta is buying Manus for $2B+; Manus was raising at a $2B valuation when Meta approached it; Manus CEO Xiao Hong will report to Meta COO Javier Olivan
The deal for more than $2 billion is one of the first in which a major U.S. tech company has bought a startup with Chinese roots
Meta agrees to acquire Singapore-based startup Manus, which makes an AI agent for SMBs; Manus said earlier in December its annual revenue run rate was $125M+
Meta Platforms Inc. has agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots …
How CEO Lip-Bu Tan gave Intel a lifeline after meeting with Trump in August; sources say Nvidia tested Intel's 18A to make chips but stopped moving forward
Alphabet agrees to acquire data center company Intersect for $4.75B in cash, plus its existing debt, as part of its push to expand its AI data center footprint
it's grid access and generation lead time. Buying Intersect compresses years of permitting … Andres Pacheco : Excited to announce that Intersect is being acquired by Alphabet Inc....