Google’s AI Fueled Results Bode Well for Rivals Amazon and Microsoft

Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft

Sales gains in its cloud business point to growing, sustained demand for AI-juiced computing power.

Business - Inc. - October 30

AbbVie’s disappointing schizophrenia drug trial bodes well for rival Bristol Myers, analysts say

AbbVie’s “pain” is Bristol Myers Squibb’s “gain,” says Truist Securities analyst Srikripa Devarakonda.

Business - MarketWatch - November 12

Google's cloud outpaces rivals in third quarter as AI battle heats up

One takeaway from tech earnings reports this week is that Google's cloud business is gaining momentum.

Business - CNBC - November 2

Amazon steps up effort to build AI chips that can rival Nvidia

Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leader

Business - Financial Times - November 12

Microsoft's GitHub expands beyond OpenAI, lets developers use AI models from Anthropic, Google

GitHub is giving software developers more choices for its popular coding assistant, meaning they won't be limited to models from OpenAI.

Business - CNBC - October 29

OpenAI launches ChatGPT search, competing with Google and Microsoft

OpenAI on Thursday launched ChatGPT search, positioning the company to better compete with search engines like Google, Microsoft's Bing and Perplexity.

Business - CNBC - October 31

Google is winning the AI search wars

But rival products from Apple and OpenAI will continue to attract users

Business - Financial Times - October 31

Microsoft dips on weak guidance after beating on earnings

Microsoft reported better-than-expected results for the fiscal first quarter as Azure topped estimates. But quarterly growth guidance was light.

Business - CNBC - October 30

The graph database arms race: How Microsoft and rivals are revolutionizing cybersecurity

The fast-rising pace of attacks is driving a graph database arms race across leading cybersecurity providers.

Tech - VentureBeat - 3 days ago

Microsoft says Google is running 'shadow campaigns' in Europe to influence regulators

Microsoft suggested Google has a pattern of funding organizations with the mission of discrediting the software company with regulators.

Business - CNBC - October 28

Microsoft accuses Google of ‘shadow campaigns’ to undermine its business

War of words between Big Tech companies reveals fierce rivalry in cloud computing

Business - Financial Times - October 28

European Google rivals partner on search engine infrastructure to counter Big Tech

Ecosia and Qwant are partnering to build a European search index and reduce their dependence on U.S. Big Tech firms.

Business - CNBC - November 12

Investors Want to See a Payout on Microsoft’s AI Efforts

As the tech giant readies a report of what’s forecast as its slowest quarterly growth in a year, shareholders want to see genuine demand for the AI applications it’s spent billions to develop.

Business - Inc. - October 28

Meta and Microsoft Won’t Stop Spending on AI

Both tech giants reported strong third quarters but their stocks fell anyway.

Business - Inc. - October 31

New Google AI Will Take Over Browsers: Report

The new product, code-named Project Jarvis, may reach users as soon as December, according to reports.

Business - Inc. - October 28

Google AI chatbot asks user to ‘please die’

Google’s AI chatbot Gemini gave a threatening response to a Michigan college student, telling him to “please die.” The artificial intelligence program and the student, Vidhay Reddy, were engaging ...

Politics - The Hill - 3 days ago

Cramer’s week ahead: Earnings from Alphabet, Meta, Apple, Microsoft and Amazon

CNBC's Jim Cramer on Friday urged investors to keep a level head during next week's busy slate of corporate earnings and influential economic reports.

Business - CNBC - October 25

Tencent challenges Amazon and Microsoft's cloud dominance by tapping into its WeChat ecosystem

Tencent Cloud is increasingly leveraging the WeChat ecosystem to set itself apart from competitors, CEO Dowson Tong said.

Business - CNBC - 5 days ago

Amazon to invest another $4 billion in Anthropic, OpenAI's biggest rival

Amazon on Friday announced it would invest an additional $4 billion in Anthropic, the artificial intelligence startup founded by ex-OpenAI research executives.

Business - CNBC - Yesterday

Amazon Invests an Additional $4 Billion in Anthropic, an OpenAI Rival

The tech giant doubles its investment in the startup as it aims to compete in the AI arms race.

Tech - The Wall Street Journal - Yesterday

Navy didn't understand well-documented risks posed by Hawaii fuel tanks, watchdog says

A U.S. military watchdog says Navy officials lacked sufficient understanding of the risks of maintaining massive fuel storage tanks on top of a drinking water well at Pearl Harbor where spilled jet ...

Health - ABC News - November 14

Microsoft Cloud revenue rises on AI boom but softer outlook weighs on shares

Warnings of slowing Azure growth and rising data centre costs damp initial optimism on tech giant’s quarterly earnings

Business - Financial Times - October 31

Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue

The company’s projection points to less growth than anticipated, causing concern about the payoff for its massive AI investment.

Business - The Wall Street Journal - October 31

Analysts tout an 'underappreciated growth driver' at Microsoft that can benefit from AI

RBC analysts cheered Microsoft stock on Tuesday. But, this time it's for more than just the company's cloud computing business and AI ambitions.

Business - CNBC - November 5

Microsoft brings AI to the farm and factory floor, partnering with industry giants

Microsoft collaborates with Siemens, Bayer, and Rockwell Automation to launch industry-specific AI models designed to boost efficiency in manufacturing, agriculture, and finance through tailored AI ...

Tech - VentureBeat - November 13

Microsoft pitches AI 'agents' that can perform tasks on their own at Ignite 2024

Microsoft CEO Satya Nadella told customers at a conference in Chicago on Tuesday that the company is teaching a new set of artificial intelligence tools how to “act on our behalf across our work ...

Tech - ABC News - 3 days ago

Microsoft’s new AI agents support 1,800 models (and counting)

New Copilot capabilities allow users to build customized autonomous AI agents, pull from out-of-the-box options and deploy without coding.