Broadcom Stock Falls on Vague AI Outlook, Margin Concerns
Broadcom shares dropped despite $73B AI backlog and strong earnings as CEO declined 2026 forecast and warned of narrowing profit margins.
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Google Prepares Two New AI Smart Glasses for 2026
Google is developing two categories of AI-powered smart glasses—one with displays and one audio-focused—set to compete with Meta, Snap, and Apple in 2026.
Google Ordered to Renegotiate Default Search & AI Deals Every Year
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 Acquires Confluent for $11B to Power AI Applications
IBM announces $11 billion acquisition of Confluent to create a comprehensive data streaming platform for enterprise AI and real-time applications.
Amazon Launches Trainium3 AI Chip to Challenge Nvidia's Dominance
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 Blocks ByteDance from Using Nvidia Chips in New Data Centers
China stops ByteDance from using Nvidia chips, pushing firms to adopt homegrown AI processors as Beijing ramps up tech self-sufficiency.