Microsoft Heads for Worst Month Since 2008 on AI Spending Fears
Microsoft is heading for its worst month since 2008 as investors worry that its heavy AI spending may not pay off and that AI could erode demand for its core software.
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Extreme Heat and Severe Weather Emerge as Threats to AI Data Centers
By
Olivia Grant
A record European heatwave is highlighting a growing threat to the AI boom: extreme weather that stresses data centers and the power grids they depend on at once.
South Korea Unveils $880 Billion Chip and AI Investment Drive
By
Olivia Grant
South Korea announced about $880 billion in planned investment to expand chipmaking, AI data centers and robotics, aiming to double memory output and revive regions outside Seoul.
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HP Scales OpenAI Frontier Partnership to Deploy AI Across Operations
HP is scaling a strategic partnership with OpenAI, using the Frontier platform to roll out AI agents across customer support, software development and security after early pilots.
Google Caps Meta’s Use of Gemini AI Amid Compute Shortage
Google has limited Meta's use of its Gemini AI models after Meta sought more computing capacity than Google could supply, delaying some of Meta's internal projects.
OpenAI Leans Toward Delaying Its IPO to 2027 Over Valuation
OpenAI is leaning toward pushing its IPO to 2027 rather than accept less than a $1 trillion valuation, weeks after filing confidentially for a US listing.
Google Builds Computer Use Into Gemini 3.5 Flash as a Native Tool
Gemini 3.5 Flash computer use folds screen control into one cheap model with prompt-injection safeguards, though it is a preview and the benchmark is self-reported.
Anthropic Races to Build AI Compute Capacity in Asia-Pacific
Anthropic is hiring across Australia and Japan to expand its AI data center capacity in Asia-Pacific, as soaring demand for Claude strains its infrastructure.
OpenAI Updates GPT-5.5 Instant for Better Advice and Shopping
OpenAI updated GPT-5.5 Instant, ChatGPT's default model, to feel more conversational and handle advice, planning and shopping better across longer exchanges.
Cursor Unveils In-House AI Model, Git Platform and Mobile App
Cursor unveiled its first from-scratch AI model, an agent-first Git platform called Origin and an iOS app, days after SpaceX's $60 billion acquisition of its parent.
Immutable Cuts Game Teams to Bet on AI Marketing Platform
Web3 gaming unicorn Immutable cut 29 roles and gutted its in-house game studios to focus on Audience, an AI marketing platform for the broader games industry.
Anthropic Launches Claude Tag, an AI Teammate That Lives in Slack
Anthropic launched Claude Tag, a Slack agent teams summon with @Claude to delegate tasks, with shared channel memory and the ability to act on its own.
Qualcomm to Acquire AI Software Startup Modular to Challenge Nvidia
Qualcomm agreed to acquire Modular, the AI software startup led by Chris Lattner, to build a hardware-agnostic software layer and challenge Nvidia in data center AI.