Industry

All Industry coverage

Meta Buys Tens of Millions of AWS Graviton 5 CPU Cores — a New Front in the AI-Infrastructure Arms Race

Meta has agreed to purchase tens of millions of AWS Graviton 5 ARM CPU cores from Amazon, joining the world's largest Graviton customers. The deal — disclosed Friday alongside Meta's existing Nvidia Grace CPU rollout and its in-house ARM 'AGI CPU' project — signals that the next phase of the AI infrastructure buildout is about CPUs orchestrating agentic workloads, not just GPUs training models.

Meta Buys Tens of Millions of AWS Graviton 5 CPU Cores — a New Front in the AI-Infrastructure Arms Race

Cohere Acquires Aleph Alpha in a $20 Billion Bet on Sovereign AI for Europe

Google Says 75% of Its New Code Is Now Written by AI — Up From 25% Just 18 Months Ago

Google Cloud Launches Two New AI Chips Designed to Challenge Nvidia's Data Center Dominance

Google Is Building an Elite Internal Team to Close Its Coding AI Gap With Anthropic

Humanoid Robots Outrun Humans at Beijing's Second Robot Half Marathon

Anthropic Takes $5B From Amazon — and Pledges $100B in Cloud Spending in Return

Sam Altman's World Is Expanding Its Human-Verification Empire — Starting With Tinder

Google Launches Generative UI Standard for AI Agents — and It Could Reshape How Agents Interact With Users

Anthropic's Revenue Surge Fuels Talk of a Trillion-Dollar Valuation

DeepSeek Reportedly Seeks Outside Funding for the First Time at a $10 Billion Valuation

OpenAI Loses Two Key Executives: Kevin Weil and Bill Peebles Exit as Company Refocuses Its Strategy

ChatGPT Is Losing Ground as Claude Posts Explosive Monthly User Growth

AI Traffic to US Retailers Surged 393% in Q1 2026 — and It's Directly Boosting Revenue

Anthropic's Rise Is Giving Some OpenAI Investors Second Thoughts About the $340B Valuation

Trump Officials Reportedly Pushing Major Banks to Pilot Anthropic's Mythos Model

Anthropic's Glasswing Initiative Confronts AI's Most Uncomfortable Security Paradox

Intel and Google Close an AI Infrastructure Partnership — Intel's Biggest Vote of Confidence in Years

Meta and CoreWeave Lock In a $21 Billion Deal — The Largest Private AI Infrastructure Commitment in History

CoreWeave Signs Multi-Year Cloud Deal With Anthropic to Power Claude

Canva Acquires Simtheory and Ortto to Build an Agentic AI Marketing Engine

App Store New App Submissions Surged 84% Last Year — AI Coding Tools Are the Dominant Explanation

AWS Has Billions in Both Anthropic and OpenAI. Its Boss Explains Why That's Not a Problem.

Anthropic Poaches Microsoft's Azure AI Chief to Fix Its Infrastructure Problem

Intel's Nerdy Bet on Advanced Chip Packaging Could Decide Who Wins the AI Infrastructure Race

Inside Meta's Token Leaderboard: Where Burning More AI Tokens Is a Status Symbol

A Two-Person Telehealth Startup Generated $1.8 Billion Using AI to Mass-Produce Fake Advertising

Cisco's CEO Says Data Centers Should Go to Space to Solve AI's Power and Land Crisis

Americans Are Using AI More Than Ever While Trusting It Less — Gen Z Has the Bleakest Employment Outlook

A Two-Person Startup Made $1.8 Billion Selling Weight Loss Drugs — Using AI to Generate Fake Doctor Profiles and Before/After Images

Americans Are Using AI More Than Ever While Trusting It Less — Gen Z Is Most Pessimistic on Jobs

Japan Is Moving Physical AI From Lab Pilots Into Real Factories — Forced by Labor Math

ChatGPT Receives 600,000 Health Queries Per Week in Areas With No Nearby Hospitals

Americans Are Using AI More Than Ever — And Trusting It Less

SpaceX Wants to Put Data Centers in Orbit. The Math Is Harder Than the Engineering.

In Japan, the Robot Isn't Coming for Your Job — It's Filling the One Nobody Wants

AI Chatbot Traffic Is Growing 7x Faster Than Social Media — But Trails It by a Factor of Four

Meta, Microsoft, and Google Are Betting Big on Natural Gas to Power AI. They May Regret It.

OpenAI C-Suite in Flux: COO Brad Lightcap Gets 'Special Projects' Role, Fidji Simo Takes Medical Leave

AI Chatbot Traffic Is Growing 7x Faster Than Social Media — But Still Has 4x Less Total Volume

AI Chatbots Are Growing 7x Faster Than Social Media — But Still Have 4x Less Traffic

Meta, Microsoft, and Google Are Building Dedicated Natural Gas Plants for AI. Their Own Climate Pledges Are Watching.

DeepSeek v4 Will Run Entirely on Huawei Chips — A Landmark Moment for China's AI Sovereignty Push

Meta's Former Trust and Safety Head Is Building the Content Moderation Infrastructure for the AI Era

People Would Rather Have an Amazon Warehouse Next Door Than an AI Data Center. Tech Companies Are Finally Noticing.

OpenAI Acquires TBPN Media — and With It, a Seat at the Table in Shaping AI's Public Narrative

Nvidia Launches Enterprise Agent Toolkit at GTC 2026 — Adobe, Salesforce, and SAP Among 17 Launch Partners

The Math on Sora Is Brutal: A $20/Month Subscriber Costs OpenAI $65 in Compute

Utah Is Letting an AI Chatbot Prescribe Psychiatric Drugs Without a Doctor in the Loop

Meta, Microsoft, and Google Are Building Massive Natural Gas Plants for AI. It May Not End Well.

Microsoft Is Betting $10 Billion on Japan's AI Future

Meta's AI Data Center Ambitions Require 10 New Natural Gas Plants — Enough to Power South Dakota

Nvidia Sets New MLPerf Records With 288 GPUs as AMD and Intel Fight on Different Battlegrounds

OpenAI Acquires TBPN, Silicon Valley's Cult Founder Podcast — A Signal of OpenAI's Media Ambitions

Mustafa Suleyman's Microsoft Endgame: 'Superintelligence for Business' — Starting With Transcription

NVIDIA and Emerald AI Are Building 'Power-Flexible' AI Data Centers That Act as Grid Batteries

Meta's Hyperion Campus Will Draw More Power Than the Entire State of South Dakota

Chinese Chipmakers Now Control 41% of China's AI Accelerator Market — Up From Near Zero in 2022

Gradient Labs Is Giving Every Bank Customer an AI Account Manager — Powered by GPT-4.1 and GPT-5.4 Mini

Databricks Commits £850M to UK — Betting London Becomes a Hub for Agentic AI Development

NVIDIA Invests $2 Billion in Marvell to Combine Custom XPU Chips With Its Own NVLink Interconnect

NVIDIA's Bet That AI Data Centers Can Stabilize — Not Just Strain — the Power Grid

Meta's AI Data Center Is Getting Its Own Power Grid — 10 New Natural Gas Plants for a Single Facility

Oracle Cuts Up to 30,000 Jobs to Finance Its $553B AI Infrastructure Gamble

Nebius Is Building One of Europe's Largest AI Factories in Finland — 310MW of Compute to Rival US Scale

Microsoft Commits $1 Billion to Thailand — The Sovereign AI Infrastructure Race Reaches Southeast Asia

Nebius Is Building a $10 Billion AI Data Center in Finland — 200km From Russia

'Everybody Is On It and Nobody Wants to Talk About It': AI's Secret Takeover of the Music Industry

Baidu's Robotaxis Froze on a Major Highway, Trapping Passengers and Blocking Traffic

How the AI Bubble Actually Bursts: A Rigorous Scenario Analysis

Americans Are Using More AI Than Ever — and Trusting It Less

Okta's CEO Is Betting the Next Big Identity Problem Is AI Agents, Not Humans

Only 15% of Americans Would Work Under an AI Boss. The Other 85% Tell Us About the Human Limit of AI.

An AI-Generated Dating Show Is Pulling 10 Million Views Per Episode on TikTok

Microsoft Expands Copilot Cowork With Multi-Model AI Verification — One Model Checks Another's Work

AI Is Music's Open Secret. Hitmakers Are Using It — and Refusing to Say So.

Eli Lilly Bets $2.75 Billion on AI Drug Discovery in Landmark Insilico Medicine Deal

The $9 Trillion Question: Is the AI Data Centre Boom Building Toward a Historic Bust?

How STADLER Is Transforming Knowledge Work at a 230-Year-Old Company With ChatGPT

Apple at 50: The iPhone Company That Doesn't Want to Be Defined by the iPhone Anymore