A U.S. judge ruled that Google must limit default search and AI app contracts with Apple, Samsung, and other device makers to one year, opening the door for more competition in search and generative AI.
IBM announces $11 billion acquisition of Confluent to create a comprehensive data streaming platform for enterprise AI and real-time applications.
Amazon Web Services unveils Trainium3, a cost-effective AI chip that's 4x faster than its predecessor, offering businesses an alternative to Nvidia's market-leading processors.
China stops ByteDance from using Nvidia chips, pushing firms to adopt homegrown AI processors as Beijing ramps up tech self-sufficiency.
Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
