Aug 29, 2026Twila Rosenbaum
AI is fueling massive cloud infrastructure investment, but the economics of production AI workloads are prompting enterprises to reconsider their default use of hyperscalers. Public clouds remain the fastest starting point, while repatriation and neoclouds gain ground. Workload placement is becoming a strategic decision, not a one-way migration.
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Aug 19, 2026Twila Rosenbaum
Microsoft CEO Satya Nadella said the company's custom AI accelerators deliver up to 40% efficiency-per-watt gains over previous chips. This signals that massive AI spending is becoming more efficient and profitable, while reducing Microsoft's dependence on OpenAI. The improvement supports Azure growth and strengthens the case for continued infrastructure investment. Investors see it as a key step toward long-term margin expansion and AI autonomy.
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Aug 19, 2026Twila Rosenbaum
Sundar Pichai joined Google as a product manager in 2004 and quickly climbed the company's ranks. He helped build Chrome, led Android, and became CEO of Google in 2015 before taking over as Alphabet's chief in 2019. Along the way, he has faced antitrust scrutiny, internal turmoil, and the pressure of the AI race.
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Aug 19, 2026Twila Rosenbaum
Tim Cook is stepping down as Apple CEO on September 1, ending a 15-year era. In a rare interview, he said he hopes people will remember him as a good and decent man. But his record is a mix of admirable principles and corporate compromises. Here’s why his imperfect morality may be the best we can expect.
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Aug 18, 2026Twila Rosenbaum
Anthropic has confidentially filed with the SEC for an initial public offering, joining a wave of major tech flotations including SpaceX and OpenAI. Founded in 2021, the AI company has grown rapidly, with surging revenue and a $965 billion valuation. Its focus on programmer and business tools, along with models like Claude Mythos, has driven demand. The company may post its first profitable quarter in June, though heavy compute spending continues.
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Aug 18, 2026Twila Rosenbaum
DeepSeek is reportedly in talks for its first external funding round at a valuation of $45 billion. China's Big Fund may lead, with Tencent and Alibaba also involved. The startup's valuation has climbed sharply from an initial $10 billion target. Its latest V4 model is optimized for Huawei's Ascend 950PR chips.
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Aug 18, 2026Twila Rosenbaum
Genesis AI, a French robotics-focused startup, has released its first foundational model GENE-26.5 alongside a human-like robotic hand built in-house. The hand can perform complex tasks such as cooking and solving a Rubik's Cube. The company completed a $105 million seed round last year and aims to power real-world robotics with advanced AI.
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Aug 18, 2026Twila Rosenbaum
DeepSeek, the Chinese AI startup backed by hedge fund High-Flyer, is raising external capital for the first time in a limited round aimed at establishing a valuation benchmark. The move is designed to retain employees by clarifying stock option value as AI talent poaching intensifies. The company is selling no more than 3% of equity, with a preference for state-backed investors. Valuations range from $10 billion to over $100 billion, while chip access remains a key constraint.
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Aug 18, 2026Twila Rosenbaum
The company has announced a comprehensive update to its privacy and cookie policies, outlining how it collects, uses, and protects personal data. The new policy details the types of information gathered, the purposes of processing, and the rights available to users under GDPR. It also explains the role of cookies and how users can manage their preferences.
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