Pentagon Taps Big Tech AI for Classified Systems
According to AP, “US military reaches deals with 7 tech companies to use their AI on classified systems”, the Pentagon will let Google, Microsoft,...
Apple CEO Transition and Earnings
According to Bloomberg, “Apple Earnings Become Sideshow With New CEO Ready to Grab Reins”, investors are watching John Ternus as Apple reports quarterly results...
AI Capacity Crunch Fuels Big Tech Capex Rush
According to Reuters Breakingviews, “AI’s glut-to-drought shift is Big Tech’s big boon”, four giants will pour over $600bn in 2026 as cloud demand...
OpenAI Ends Microsoft Exclusivity
According to Microsoft, “The next phase of the Microsoft-OpenAI partnership”, the companies rewrote terms letting OpenAI sell models on non‑Azure clouds; this...