Alphabet has notched its first $100 billion-plus quarter, with revenue of $102.35 billion, a 16 percent increase for the period ending September 30. The result exceeded analyst estimates of $99.89 billion. CEO Sundar Pichai noted the results marked a 100 percent increase in Q3 revenue since 2020, when it was $50 billion. “We’re firmly in the generative AI era,” Nadella said, noting diversification “with successful businesses in Cloud, YouTube and subscriptions.” The company was onboard with the trend in increased spending, upping its capital expenditure range from $85 billion to $91 billion – $93 billion for 2025. Continue reading Cloud and AI Drive Alphabet to First $100 Billion-Plus Quarter

Increased demand for cloud computing and AI services has propelled revenue growth of 18 percent to $77.7 billion for Microsoft for its fiscal Q1, ending September 30. Net income was $27.7 billion for the quarter, an increase of 12 percent year-over-year. “Our planet-scale cloud and AI factory, together with Copilots across high value domains, is driving broad diffusion and real-world impact,” said Microsoft chairman and CEO Satya Nadella, noting “It’s why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead.” The news coincides with OpenAI’s next steps in becoming a for-profit company and an update in Microsoft’s stake in the AI startup. Continue reading Microsoft Market Cap Passes $4 Trillion Propelled by OpenAI

Qualcomm, which has established itself as a leading supplier of AI chips for edge devices with its Snapdragon line, is now making a major push into the data center space to challenge industry leaders such as Nvidia and AMD. The AI200 and AI250 accelerator chips are aimed at rack-scale inference systems as the debut entries in what Qualcomm describes as a multi-generation roadmap of AI inference equipment that will be updated annually. At Monday’s market close, Qualcomm stock was up by 11 percent on the news as investors saw promise of the San Diego-based firm’s expansion beyond its core mobile market. Continue reading Qualcomm Articulates Its Expansion into AI Data Center Chips

For those who may be too busy to look through their smartphone’s camera rolls, Meta Platforms has debuted a new Facebook feature that will parse collections for you, then recommend “fun” edits and collages to make the content more shareable. The feature could also offer ideas such as recaps and birthday themes. Available to users in the U.S. and Canada, to leverage this new AI-powered feature, one must opt-in, and it can be turned off at any time. Once a suggestion is reviewed, the user can then determine whether they want to share it and with whom. Then it’s just a one-click share through Facebook or Messenger. Continue reading Meta AI Wants to Parse Your Camera Roll to Suggest Styling

As part of an initiative to broaden its reach beyond TV shows and film, Netflix is adding party games to its programming lineup with a push beyond mobile. The streaming giant is offering diversions like “Pictionary” and “Boggle” to enhance fun for family and friends through the holiday season. “We’re creating a completely new way to play games — one that’s as easy as streaming a show on a Friday night,” Netflix explains, adding that all you’ll need to experience the gaming action is “Netflix and your phone.” Other games include “LEGO Party!,” “Tetris Time Warp,” “and a fresh take on the social deduction genre ‘Party Crashers: Fool Your Friends.’” Continue reading Netflix Will Offer Party Games via Its TV Service for First Time

Square has introduced Square Bitcoin, an integrated bitcoin payments and wallet solution catering to businesses of all sizes. Consisting of bitcoin payments and bitcoin conversions, Square Bitcoin allows sellers to accept bitcoin payments “with zero processing fees,” the company says. Card sales can be automatically converted to bitcoin, and managed alongside traditional business finances — all within the ecosystem of Square, Block’s merchant payments platform. The news was announced at Square Releases, a biannual showcase for new products and features. Square also introduced AI-powered voice ordering for restaurants, and local insights from LLMs. Continue reading Square Launches Bitcoin Wallet System for Local Businesses

Google is bolstering its AI-powered coding agent Jules with the introduction of Jules Tools — a lightweight, Command Line Interface (CLI) that is rolling out with a preview look at a new Jules public API. The features allow you to integrate Jules more directly into systems and workflows by plugging into the Continuous Integration/Continuous Delivery (CI/CD) pipeline as well enabling real-time collaboration by integrating with third-party applications like Slack. The move comes as competition among companies building AI coding assistants intensifies, becoming a key component of the future of software development. Continue reading Google Polishes Jules with New CLI and Preview of Public API

Microsoft has combined Copilot AI capabilities with productivity apps and cloud storage in a new subscription tier called 365 Premium that is priced for individual users at $20 per month. The move comes 18 months after Copilot Pro subscriptions debuted for $20 monthly. The new product merges the AI power of Copilot Pro with the Microsoft Office suite for a low price. Upping the ante further, Microsoft is bringing “vibe working” to Microsoft 365 Copilot with the introduction of Agent Mode in Office apps and Office Agent in Copilot chat. Media outlets suggest 365 Premium will allow Microsoft to better compete against OpenAI’s ChatGPT, which does not have its own dedicated productivity tools. Continue reading Microsoft 365 Premium Mixes AI, Office ‘Vibe Working’ Agents

Amazon is bringing new levels of immersion and interactivity to the NBA on Prime, with features including opt-in personalized bet tracking with FanDuel, customizable Multiview, and AI-powered Key Moments and Rapid Recap. Tipping off on its 11-year agreement with the NBA on October 24, viewers will experience “personalization, engagement and broadcast quality with a comprehensive suite of interactive features and AI-powered enhancements,” according to Amazon. The NBA is also teaming with AWS and harnessing AI to bring live stats and in-depth analytics to fans during games. AWS becomes the official cloud partner of the NBA, WNBA, and others via the multiyear partnership. Continue reading Amazon Teams with NBA, FanDuel to Offer AI Stats, Features

Sci-fi short “Europa,” written and directed by Jacqueline Elyse Rosenthal, is the Entertainment Technology Center’s latest project to test the expanding possibilities of virtual production and remote collaboration. To call “Europa” a cloud-first production is to rethink filmmaking from the ground up. This wasn’t just a distributed team working online — it was an ecosystem where every workflow, from previs to final VFX, operated entirely in the cloud. It wasn’t a workaround; it was the foundation. And powering that foundation — every tool, every task, every decision — was AWS. Continue reading ‘Europa’: ETC Teams Up with AWS on Cloud-First Production

In one of the largest cloud computing deals ever, OpenAI has contracted with Oracle for $300 billion in processing power over five years starting in 2027. Oracle has committed to 4.5 gigawatts of capacity. A typical nuclear plant caps at 1 gigawatt of output generated at any given instant. The deal involves risk for both companies. OpenAI’s annual revenue of about $10 billion is far short of the amount needed to cover this tab. Oracle’s exposure comes with depending on a small number of large customers for so much revenue and the expense of expanding infrastructure to fulfill the obligation. Continue reading OpenAI Signs $300 Billion Cloud Computing Deal with Oracle

AI infrastructure company Nebius Group NV has entered into a $17.4 billion deal to provide dedicated compute power to Microsoft from a new data center in Vineland, New Jersey. The five-year agreement could be worth up to $19.4 billion with additional capacity and services. The news sent Nebius shares surging by 49 percent on the Nasdaq composite, underscoring how the rapidly growing demand for AI support can influence the fate of companies. The deal added $1 billion to the value of Nebius founder Arkady Volozh’s stake. The Russian expatriate founded that country’s equivalent of Google. Continue reading Microsoft Contracts with Nebius for $17.4 Billion in AI Capacity

Elon Musk’s SpaceX is the latest customer to purchase spectrum from EchoStar as that company continues to restructure. The firms have reached a definitive agreement for SpaceX to acquire $17 billion worth of AWS-4 and H-block spectrum, designated for mobile and satellite communications. SpaceX will also fund approximately $2 billion of cash interest payments payable on EchoStar debt through November of 2027. In addition, EchoStar is entering into a long-term commercial agreement that will allow it to access SpaceX’s next-generation Starlink Direct to Cell service for EchoStar’s Boost Mobile subscribers. Continue reading SpaceX Paves Starlink Mobile Path with $17B EchoStar Deal

Two new Google infrastructure projects will benefit from a nearly $20 billion Alphabet cash infusion. Reported in recent weeks: a $9 billion cloud and AI server facility expansion in Virginia and $9 billion to be spent on new construction and an existing plant upgrade in Oklahoma. Google has also committed $1 billion to AI training and support from the community college to university levels in both states. Such ambitions do not stop at U.S. shores. AWS has earmarked $4.4 billion to construct and operate cloud centers in New Zealand while OpenAI seeks investors for an India build-out. Continue reading Google, AWS Rack Up $23 Billion in New Data Center Growth

Meta Platforms has agreed to a six-year deal with Google Cloud valued at $10 billion as part of its push into artificial intelligence. Use of Google Cloud data centers are expected to help the social media giant bring leading-edge AI tools to market more quickly. This is the first agreement between Google Cloud and Meta, which continues to work with the number one and two global cloud providers by market share, Amazon Web Services (30 percent) and Microsoft Azure (20 percent). Third-place Google has been aggressively pursuing big cloud contracts as it seeks to grow its 13 percent share. Continue reading Meta Secures $10 Billion Deal with Google Cloud for AI Efforts