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

Meta Platforms shares fell by more than 7 percent despite record revenue of $51.2 billion in an adverse reaction to accelerated AI spending. Sales were up 26 percent year-over-year, but net income of $2.7 billion was far below analysts’ expectations. The company attributed the net income miss to accounting changes resulting from the One Big Beautiful Bill Act even as it advised analysts of “aggressive” capital expenditure increases to come. Meta’s 2025 capital expenditure forecast grew from the existing estimate of $66 billion to $72 billion. Most of that will be spent on data centers and researchers, Meta said, indicating 2026 capex would be “notably larger” and could reach as high as $100 billion. Continue reading Meta Reports Sales Increase, Record Revenue of $51.2 Billion

London-based global marketing giant WPP has launched WPP Open Pro, a new edition of its flagship AI marketing platform, WPP Open, aimed at attracting “brands of all sizes” and helping them to plan, create and publish campaigns independently. The product stems from the Gemini-powered AI platform WPP built with Google — a relationship that has been extended by five years and includes a $400 million WPP spending commitment. The spend will drive WPP’s mission to expand the use of AI in its services and technologies. “This partnership will empower WPP clients with groundbreaking AI solutions, transforming how they connect with audiences and achieve business goals,” according to WPP. Continue reading WPP Rolls Out Open Pro AI and Extends Its Deal with Google

Microsoft is integrating its Copilot AI companion more deeply into the popular Windows 11 operating system with multimodal features that allow conversational interaction, screensharing and agentic functionality. All Windows 11 users can now speak naturally to their PCs with Copilot Voice and let the machine see what’s onscreen via Copilot Vision. An agentic feature, Copilot Actions, is being rolled out experimentally through the Windows Insider and Windows Labs programs, which are also adding access to the Manus AI assistant. The features are being introduced worldwide in markets where Copilot is offered. Continue reading Microsoft Integrating Its Copilot AI Assistant into Windows 11

Anthropic has introduced a new general feature called Skills that lets Claude AI access specialized expertise on demand to more efficiently deploy agents in enterprise workflows. “Claude will only access a skill when it’s relevant to the task at hand,” like when working with Excel or following an organization’s brand guidelines, Anthropic explains. Skills are folders that include instructions, scripts and resources that Claude can load as needed. And users can also build their own for use across Claude apps, Claude Code, the Claude Agent SDK and the Anthropic API. Anthropic joins tech giants such as OpenAI, Google and Microsoft in efforts to make AI agents more practically useful. Continue reading Anthropic Adds Prebuilt and Custom Agent ‘Skills’ to Claude

OpenAI has expanded its alliance with Broadcom, announcing a plan to create enough custom AI accelerator chips to consume 10 gigawatts of power. News of the custom chip collaboration leaked out last month. Now that it is ready to go public, OpenAI says designing its own chips and systems will allow the startup to leverage directly into the hardware what it has learned from developing frontier models. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will be deployed across OpenAI’s facilities and partner data centers beginning in the second half of 2026. Continue reading OpenAI & Broadcom Developing Custom AI Accelerator Chips

Nano Banana, the viral image generation and editing model Google released in August as part of Gemini 2.5 Flash, has been used to generate more than 5 billion images to date, and now Google is looking to increase its usage by introducing the model to other popular services. Officially known as Gemini 2.5 Flash Image, the visual tool is now available in Google Search via a Create tab that activates it in Google Lens and AI Mode. It’s also been incorporated into NotebookLM, powering the Video Overviews tool that transforms documents into narrated explainer videos. The company says Nano Banana is also coming soon to Google Photos. Continue reading Nano Banana AI Image Tool Is Added to Search, NotebookLM

Microsoft is teasing a bespoke AI image generator. The model, called MAI-Image-1, was designed in-house and works using text prompts. It is the third AI model Microsoft has debuted this year, following MAI-Voice-1 and MAI-1-preview, both released in August. The company, which is OpenAI’s largest investor, has been seeking to put some breathing room between itself and the startup to better position the fledgling firm for independence and profitability. And products exclusive to Microsoft surely won’t hurt that company’s bottom line. “We’re creating AI for everyone,” Microsoft says, calling MAI-Image-1 “the next step on our journey.” Continue reading Microsoft’s In-House AI Image Generator Receives High Marks

Amazon is updating its AI business toolkit with a new automation subscription designed to speed office work. Amazon Web Services (AWS) is rolling out Quick Suite, an agentic AI application that connects across internal repositories and, via the model context protocol (MCP) to more than 1,000 third-party business apps. The result aims to transform how employees “find insights, conduct deep research, automate tasks, visualize data, and take actions across apps,” according to AWS. “Working with an AI agent is now as simple as chatting with a teammate,” Amazon suggests, explaining that “Quick works to help you go from insight directly to action.” Continue reading AWS Quick Suite a One-Window AI Integration and Agent Tool

Google is launching new subscription AI services that aim to help businesses build agents. Gemini Enterprise starts at a monthly fee of $30 per user for large organizations, while the $21 per person monthly Gemini Business is aimed at smaller clients. Premade Google agents are packaged with the new subscriptions to pave the way for automated software development, data science and customer engagement efforts. Access to agents from Workday and others is also provided, and they can draw on data from Microsoft, Salesforce and Box. The Google launch was announced just a few days after OpenAI revealed that tools from third-party apps can now be accessed in ChatGPT. Continue reading Google Launches No-Code AI Agent Tools for Enterprise Users

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 has revamped its flagship hardware, updating design and adding new intelligence. Four new Echo devices have been updated with new Omnisense intelligence and the next-generation Alexa+, the latter also now in Ring cameras. The company also unveiled three thinner and lighter Kindle Scribe tablets, including the Colorsoft, the first with a color screen. The sleeker form factors prompted Bloomberg to suggest Amazon plans “to take on Apple in the AI era.” One plain-looking device that got a lot of attention was the $40 Fire TV Stick 4K Select that Amazon calls the fastest streaming dongle on the market. Continue reading Amazon Emphasizes Design & Intelligence at Hardware Event

OpenAI has laid out plans for five new U.S. data centers to bring its Stargate AI infrastructure project to a total of 7 gigawatts of capacity within three years. The company says that puts OpenAI on track to formalize its $500 billion, 10-gigawatt plans for Stargate by the end of 2025, ahead of schedule. The disclosure follows media coverage critical of OpenAI for moving too slowly toward its goals. There is also a SoftBank-imposed deadline of January 1 to corporately restructure in a way that allows investors to more fully participate in profits or risk losing $20 billion in funding. Continue reading OpenAI’s Five New AI Data Centers to Bring Capacity to 7 GW

Nvidia is investing up to $100 billion in a partnership with OpenAI that will result in what Nvidia CEO Jensen Huang predicts will be “the biggest AI infrastructure deployment in history.” The project will use about 10 gigawatts worth of Nvidia systems — including the upcoming Vera Rubin platform — power equivalent to 4 million to 5 million GPUs. “This partnership is about building an AI infrastructure that enables AI to go from the labs into the world,” Huang said on CNBC’s “Halftime Report,” explaining the $100 billion will be invested in stages as each gigawatt is deployed. The investment will be all-cash with Nvidia receiving an undisclosed amount of OpenAI equity. Continue reading Nvidia Investing $100 Billion in OpenAI Data Center Build-Out

Microsoft is in the final phases of building the $3.3 billion Wisconsin facility it says will be the most powerful AI data center in the world when it comes online in early 2026 to train the next decade of artificial intelligence models. The software giant has already begun staffing the operation and is already planning further expansion, with another $4 billion to be spent in the next three years to build a second data center of similar size and scale — bringing the total investment in Wisconsin to more than $7 billion. Located in Mount Pleasant, the nearly completed facility will be the first in what Microsoft is calling its Fairwater family of hyperscale data centers. Continue reading Microsoft Details $7 Billion Future of Wisconsin AI Data Center