Amazon and Microsoft are plowing billions of dollars of AI funding into India, with the e-retail giant pledging to spend $35 billion there by 2030, and Microsoft earmarking $17.5 billion over four years to develop the AI frontier and integrate the technology “at population scale.” The funds are expected to encourage AI-powered digitization, cloud growth, increased exports and new job creation — all national priorities for the South Asian territory. Amazon has already invested nearly $40 billion in India, which is emerging as a global AI and cloud hub. The new investment is Microsoft’s biggest yet in Asia and follows a $3 billion India commitment announced earlier this year. Continue reading India Attracts $52B in AI Investments from Amazon, Microsoft

Nielsen Marketing Cloud’s Audience Segments targeting tool is now available across the Amazon Ads marketplace, allowing advertisers to deliver ads across multiple platforms and in different formats while measuring performance throughout the vast Amazon ecosystem. NMC’s Audience Segments data sets provide more than 20,000 custom and syndicated segments in categories ranging from auto, finance and CPG — now targetable to audiences on Amazon platforms including Prime Video, Twitch, Fire TV, Freevee and Amazon.com. The segments are available through the Amazon DSP and Amazon Marketing Cloud data clean room. Continue reading Nielsen Audience Segments Is Available Across Amazon Ads

Anthropic continues to close major deals as it reportedly moves toward an IPO, possibly coming as soon as Q1 (although Sasha de Marigny, the company’s chief communications officer, said there are no immediate plans to go public). The Amazon-funded AI startup’s latest contract provides its Claude models to cloud software firm Snowflake in a $200 million multiyear deal. Snowflake’s AI agents will use Claude to help businesses handle complex data analysis. As for the IPO, Financial Times reports Anthropic is working with Wilson Sonsini Goodrich & Rosati — a law firm whose CV includes IPOs for Google, LinkedIn and Lyft — and may be in a race with OpenAI to see who can be first to offer its shares publicly. Continue reading Anthropic Secures $200M Snowflake Deal as IPO Talk Builds

Microsoft has updated the Xbox platform across PC, mobile, cloud and handheld gaming. Gaming Copilot, in beta, is now available on the Xbox mobile app, adding a “personal gaming sidekick” in your pocket. On Windows 11 handhelds, the “full screen experience” (FSE), which debuted on the ROG Xbox Ally, “is now available to all players on even more Windows 11 handhelds,” says Microsoft. Players who stream via cloud gaming can now choose the resolution on select titles, with support for up to 1440p. Plus, the Xbox app is coming soon for the Amazon Fire TV Stick 4K. Continue reading Game Pass Grows as Microsoft Updates Xbox Across Devices

Google has signed on to provide collaborative multi-cloud networking with Amazon using its new “AWS Interconnect – multicloud,” now in preview. Amazon says the new collaboration will simplify multi-cloud networking via managed, private, on-demand access to cross-cloud connectivity. The jointly engineered solution leverages Google’s Cross-Cloud Interconnect technology. The idea is “to enable customers to easily build enterprise-grade applications that span both Google Cloud and AWS environments,” Amazon explains, pointing out that the adoption of multi-cloud applications is rapidly accelerating, driven at least in part by the rise in use of AI. Continue reading Amazon and Google Team on High-Speed Multi-Cloud Service

Amazon Web Services is marking its entry into the lucrative business of providing the U.S. government with artificial intelligence and high-performance computing services via purpose-built infrastructure for which it has committed up to $50 billion in construction and equipment. The investment “will add nearly 1.3 GW of compute capacity across AWS Top Secret, AWS Secret, and AWS GovCloud (U.S.) across all classification levels,” Amazon says, adding that the commitment “expands access to AWS’s trusted infrastructure” and advances America’s AI leadership and enables U.S. agencies “to accelerate discovery and decision-making.” Continue reading AWS Earmarking $50 Billion for Government AI Infrastructure

Nvidia reported stellar results for the recent quarter, logging record revenue of $57 billion, up 62 percent year-over-year and 22 percent from Q2. “Blackwell sales are off the charts, and cloud GPUs are sold out,” Nvidia founder and CEO Jensen Huang told investors, saying “we’ve entered the virtuous cycle of AI,” with “more new foundation model makers, more AI startups across more industries, and in more countries.” The results quieted fears about an AI bubble. But there was some drama as Nvidia disclosed there is “no guarantee” of finalizing a previously announced $100 billion investment in OpenAI. Continue reading Nvidia Reports Record $57B in Revenue, $32B in Profit for Q3

Google announced the availability of Gemini 3 for select subscribers, with a broader release planned for the coming weeks. The tech giant’s latest AI model will be available via the Gemini app, AI Mode and AI Overviews search tools, and Google’s enterprise products. The model arrives nearly eight months after the launch of Gemini 2.5 as the company looks to compete with OpenAI’s ChatGPT. According to CEO Sundar Pichai, Gemini 3 is the company’s “most intelligent model, that combines all of Gemini’s capabilities together so you can bring any idea to life.” Pichai also announced the Google Antigravity agent platform, that enables developers to code “at a higher, task-oriented level.” Continue reading Google Making AI Search and Coding Smarter with Gemini 3

Google is investing $40 billion to build new data centers in Texas through 2027. Google describes the project as focused on “new cloud and AI infrastructure, including new data center campuses in Armstrong and Haskell Counties,” emphasizing their energy efficiency. The investment includes the creation of a $30 million Google-backed Energy Impact Fund, and one of the Haskell County facilities will be built housed adjacent to a new solar and battery storage plant. At a Dallas-area launch event announcing the project, Alphabet and Google CEO Sundar Pichai said the initiative will create thousands of new jobs. Continue reading Google Commits $40 Billion for New AI Data Centers in Texas

San Francisco-based AI startup Anthropic, founded in 2021, announced plans to invest $50 billion in U.S. computing infrastructure, starting with the creation of data centers with Fluidstack in Texas and New York (with additional plans for future sites). Fluidstack builds and operates high-performance GPU clusters for researchers and AI teams. The new project with Anthropic is expected to create 800 permanent jobs and about 2,400 construction jobs. Sites are scheduled to come online throughout next year. “These facilities are custom built for Anthropic with a focus on maximizing efficiency for our workloads, enabling continued research and development at the frontier,” according to Anthropic. Continue reading Anthropic Plans to Invest $50 Billion in AI Data Centers in U.S.

Microsoft and Google are making big investments in European AI infrastructure, with the Seattle-based software giant spending more than $10 billion to build a data hub in Portugal, and Alphabet investing $6.35 billion on new construction and expansion of an existing complex in Germany. The moves are the latest in U.S. tech’s push for a global AI footprint. Microsoft is working with Nvidia, the UK startup Nscale and data center building specialist Start Campus. Google is bringing green initiatives to its project in Deutschland, which it estimates will bring 9,000 jobs and nearly $1.2 billion to German GDP. Continue reading Microsoft, Google Spending Heavily on European Data Hubs

Google Cloud is rolling out its seventh-generation Tensor Processing Unit (TPU), Ironwood, and new Arm-based computing options that aim to meet exploding demand for AI model deployment in what the Alphabet company describes as a business shift from training models to serving end users. “Constantly shifting model architectures, the rise of agentic workflows, plus near-exponential growth in demand for compute, define this new age of inference,” explains Google Cloud. The company said that Anthropic — known for its Claude family of large language models — “plans to access up to 1 million” of the new TPUs. The deal is reportedly “worth billions.” Continue reading Google Unveils New AI Chips, Announces Deal with Anthropic

Cloud Streaming for the Sony PlayStation Portal portable gaming device has officially launched this month after a year in beta testing. PlayStation Plus Premium members can now play “a massively expanded selection of PS5 Games” on the wireless handheld unit without the need to connect to the PS5 console through Remote Play. Sony has retooled the home screen, adding three tabs dedicated to the different modes: Remote Play, Cloud Streaming and Search. Cloud Streaming “makes it easier to enjoy PS5 games on the go” anywhere with a high-speed Wi-Fi connection, playing even when the PS5 console at home is powered off or is in use by another account, according to Sony. Continue reading Sony Is Rolling Out Cloud Streaming for the PlayStation Portal

OpenAI has entered into a $38 billion cloud computing deal with AWS in a deal set to extend at least seven years, the hyperscaler says. The Monday news propelled Amazon stock to an all-time high of $254 per share, up 4 percent at close. After initially working exclusively with investor Microsoft for cloud services, OpenAI has negotiated expansively to meet increased demand. This year, the startup has signed with Oracle, Nvidia, AMD and Broadcom for storage and processing power as well as funding for data center construction plans of its own, here and abroad. The strategic alliance with AWS marks OpenAI’s first such arrangement with Amazon. Continue reading OpenAI Sets $38 Billion AWS Deal for Training and Inference

Amazon Q3 revenue was up 13 percent to $180.2 billion in the third quarter, compared with $158.9 billion in 2024. The AWS group that includes AI saw sales increase 20 percent year-over-year to $33 billion. The company reported that gross profit increased 38 percent to $21.2 billion for the quarter, due largely to consumer spending online and the demand for cloud computing. Amazon is the dominant player in the cloud space with about 30 percent of global share. However, investors have been cautious about AWS, which accounted for 65 percent of the company’s total operating income in Q3. Since 2022, competition has heated up with OpenAI’s ChatGPT signing on with Microsoft Azure. Continue reading AWS, Cloud and AI Help Drive Impressive Quarter for Amazon