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

OpenAI’s new Aardvark agentic security researcher powered by GPT‑5 is an autonomous agent that aims to help developers and security teams find and fix security vulnerabilities at scale. Aardvark is now in private beta as the company refines its capabilities in the field. “Each year, tens of thousands of new vulnerabilities are discovered across enterprise and open-source codebases,” making software security one of the most critical aspects of doing business, says OpenAI, explaining that Aardvark “continuously monitors and analyzes source code to identify and prioritize vulnerabilities and propose fixes.” Continue reading OpenAI Aardvark Agentic GPT-5 Security Tool in Private Beta

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

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

To coincide with Adobe MAX 2025 in Los Angeles, Adobe has released a new version of its generative AI tool Firefly, calling it “your all-in-one creative AI studio.” Firefly now offers under one subscription a collection of models that include not only Firefly Image Model 5 (in public beta) but those from partners including Google, OpenAI, Luma AI, ElevenLabs, Topaz Labs, and more. From concept to final product, Firefly is attempting to support every phase of the workflow with AI to generate music, narration and video clips, while supporting areas such as ideation and editing, Adobe says. Continue reading Adobe Firefly Adds Third-Party Models to Generative AI Suite

Google has released Veo 3.1 and Veo 3.1 Fast in paid preview, adding new capabilities to the generative video model that is already a leader in the field. Creative and technical upgrades include richer native audio from dialogue to sound effects, greater understanding of cinematic styles and better prompt adherence. The two new models are available via the Gemini API in Google AI Studio and Vertex AI, with Veo 3.1 also available in the Gemini app and the storytelling tool Flow, which now gets native audio. Flow has generated more than 275 million videos since its release at Google I/O in May, according to the company. Continue reading Google Veo 3.1 Advances Generative Video in Flow and Vertex

OpenAI has launched Atlas, a free web browser that uses ChatGPT as its search engine and integrates with the company’s other products. Initially released for Apple’s macOS, OpenAI says support for Windows, Android and iOS is coming soon. News that OpenAI was developing the product surfaced in April as part of the Google antitrust trial, where OpenAI executive Nick Turley testified the company was interested in buying Chrome. Now the ChatGPT Atlas browser is available for download, challenging Chrome and others. Rather than type queries, people can chat with Atlas, something Chrome and Perplexity’s new Comet browser also allow. Continue reading OpenAI Enters Browser Market with Launch of ChatGPT Atlas

San Francisco-based AI startup Anthropic has released a smaller, cheaper Claude model called Haiku 4.5 that can reportedly outperform larger models that are only a few months old. In terms of coding skills, Haiku 4.5 performs comparably to Claude Sonnet 4 and OpenAI’s GPT-5, per the SWE-bench Verified leaderboard. “What was recently at the frontier is now cheaper and faster,” Anthropic suggests, noting that just “five months ago, Claude Sonnet 4 was a state-of-the-art model” and “today, Claude Haiku 4.5 gives you similar levels of coding performance but at one-third the cost and more than twice the speed.” Continue reading Anthropic’s New Claude Haiku 4.5 is Available to Free Users

The Wikimedia Foundation, which runs Wikipedia, has noticed an increase in bot activity on the encyclopedic website, and a decline of approximately 8 percent in human page views. The non-profit says the trend is due to a combination of the impact of social media and generative AI as informational sources for potential visitors. AI now provides summarized answers to user questions, while younger people are increasingly finding information through social video. The Foundation’s organizers say the audience loss could have a negative effect on Wikipedia donors as well as the human volunteers who keep the site current. Continue reading AI Search and Social Video Have Impact on Wikipedia Traffic

Meta Platforms is adding new safety features to provide parents more control as to how children — most pointedly teens — interact with AI chatbots and characters. The move follows the September launch of an FTC investigation of Meta and five other companies on the potentially harmful effects of their AI on children and teens. Meta’s new guardrails will allow parents to turn off one-on-one chats with AI characters completely or just block specific characters. They’ll also be able to glean insight into topics their underage household members are discussing with AI, including Meta’s own AI assistant. Continue reading Meta Bolsters Parental Controls for AI in Wake of FTC Inquiry

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

Salesforce is reimagining Slack as a conversational AI assistant with agentic capabilities that can also serve as the gateway to third-party agents within the operating system. The upgrade, which is expected to be complete by the end of the year, will feature native AI experiences built into Agentforce for Sales, IT and HR Service, Tableau and more. Salesforce’s Slack redesign could position the app to compete with Microsoft’s Copilot and Teams as the conversational AI layer inside an enterprise’s daily workflow — the place to talk to both people and agents, accessing and interacting with a company’s data. Continue reading Salesforce Retools Slack as Agentic AI Assistant for Enterprise

Walmart has partnered with OpenAI to make its products, as well as those from its Sam’s Club wholesale warehouse, available for purchase within ChatGPT. The AI-first shopping experience is designed to shift the purchasing interface “from reactive to proactive as it learns, plans and predicts, helping customers anticipate their needs,” according to Walmart. The transition is expected to take place over the next few months, allowing customers to purchase nearly every product on the Walmart and Sam’s Club websites through the chatbot, except for fresh food. Benefits like points and free shipping will continue to apply. Continue reading Walmart Making Products Available for Purchase via ChatGPT

Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by AMD’s upcoming Instinct MI450 Series GPUs — with an initial order of 50,000 of the chips to be deployed starting in Q3 2026 and expanding in 2027. The resulting Oracle installations will feature Instinct MI450s configured with AMD-designed CPUs in AMD’s new Helios server rack systems, positioned to compete with Nvidia’s Vera Rubin NVL144 CPX racks when both platforms are mass-released next year. Oracle is challenged to rapidly scale its data center capacity due to massive compute commitments made this year to OpenAI. Continue reading Oracle Cloud Orders 50,000 New AMD Instinct MI450 AI GPUs