16 articles · Updated daily
Big Tech AI coverage focused on infrastructure, cloud platforms, data centers, chips, acquisitions, and the strategic moves from the largest technology companies building the AI stack.
OpenAI and AWS are expanding their partnership with OpenAI models on Amazon Bedrock, Codex support through Bedrock, and new Bedrock Managed Agents powered by OpenAI. The move gives enterprises a clearer path to use OpenAI systems inside existing AWS security, procurement, and governance workflows.
Meta has signed a new agreement to deploy millions of AWS Graviton processors as it scales the infrastructure behind its agentic AI ambitions. The deal highlights how AI compute demand is expanding beyond GPUs into high-performance CPUs for orchestration, inference, and memory-heavy workloads.
Mistral AI has released Workflows in public preview, pitching it as the orchestration layer enterprises need to run AI-powered business processes reliably. The system is built for durable execution, observability, human approvals, and deployment inside real operational environments.
OpenAI is moving to reduce its dependence on Microsoft just as Elon Musk's lawsuit over the company's founding mission heads into jury selection. A revised Microsoft deal, possible Qualcomm hardware partnership, and broader cloud ambitions point to a company preparing for its next phase.
MIT and MIT-IBM Watson AI Lab researchers have developed EnergAIzer, a method for estimating the power draw of AI workloads in seconds. The tool could help data center operators, model developers, and chip designers reduce wasted energy as AI demand grows.
Microsoft and OpenAI have amended their partnership, giving both companies more room to maneuver while preserving Azure's central role. The deal clarifies cloud access, IP licensing, revenue sharing, and the companies' long-term AI infrastructure plans.
China has ordered Meta to reverse its acquisition of Manus, a Singapore-based AI startup founded by Chinese engineers. The decision could unsettle Chinese AI founders seeking foreign capital and deepen the political risk around cross-border AI deals.
Google is reportedly preparing up to $40 billion in cash and compute support for Anthropic, including $10 billion now and another $30 billion tied to performance targets. The deal deepens Anthropic's dependence on hyperscale AI infrastructure.
AWS is pitching frontier agents as the next phase of enterprise AI: systems that can work autonomously, at scale, and across long-running goals. The company is using Kiro, DevOps agents, security agents, and sustainability data projects to show where the model could land first.
Anthropic has signed a major new infrastructure agreement with Amazon that secures up to 5 gigawatts of compute for Claude over the next decade. The deal deepens Anthropic's dependence on AWS custom silicon just as enterprise demand, global inference needs, and reliability pressures intensify.
Microsoft has announced a $10 billion investment in Japan covering cloud and AI infrastructure, national cybersecurity, and workforce development — the largest in a series of major AI commitments across Asia made within a single week.
Oracle has begun laying off thousands of its 160,000-person workforce as the $420bn business software giant accelerates spending on datacentres to compete with Alphabet and Amazon — and fund a $300bn deal with OpenAI. About 10,000 employees are reported to have already lost their jobs.
The French AI lab is financing a new Nvidia-powered data center in Bruyères-le-Châtel, targeting Q2 2026 operability — part of a broader push to deploy 200MW of European compute capacity by 2027.
Pro and Max subscribers are canceling in visible numbers after discovering that Claude's peak-hour throttling leaves free users more functional than those paying $20–$200 a month — with no in-app warning, no token counter, and no published usage budgets. A viral Reddit open letter is demanding answers.
Flush with capital from a $5 billion raise, Databricks is moving into enterprise security with Lakewatch, a new SIEM platform backed by Claude and two quiet acquisitions.
Meta's El Paso facility has ballooned from a $1.5 billion project to a $10 billion one, with the site now targeting one gigawatt of capacity and 4,000 construction workers — as the company faces mounting cost scrutiny and its first wave of AI-driven layoffs.