Google’s in-house AI chips, called TPUs, are a major reason its stock surged 31% last quarter. Investors are betting the company could start selling them, creating a potential $900 billion revenue stream. The internal strength is clear, but the external market is a whole different game.
Snowflake is deepening its AI push with a $200 million, multi-year partnership with Anthropic to bring Claude models natively to its platform. The data cloud giant also expanded its alliance with Accenture and revealed its AWS Marketplace sales have already topped $2 billion this year. Despite beati
CrowdStrike’s latest earnings show a re-acceleration in growth, which CEO George Kurtz directly links to the surge in AI tool adoption. He argues that apps like ChatGPT and new AI browsers are creating “significant new risks” on endpoints, sparking fresh security spending.
A hidden icon in the latest ChatGPT iPhone app suggests OpenAI is building a connection to Apple Health. This would let the AI analyze your activity, sleep, and diet data. It’s unclear if or when this feature will actually launch.
A new report shows ChatGPT is sending more shoppers to retail apps, but the growth heavily favors giants like Amazon. The overall impact, however, is still a minuscule fraction of the e-commerce market.
A longtime Amazon executive has made the leap to OpenAI. Torben Severson, who was chief of staff to Amazon’s retail CEO, is taking on a key partnership role at Sam Altman’s company.
Amazon is integrating Nvidia’s NVLink Fusion into its next-gen Trainium4 AI accelerators for a 6x performance boost. Meanwhile, its long-teased Trainium3 chips are finally hitting the market, packed into massive 144-chip servers.
Netic, founded by Melisa Tokmak in 2024, is applying AI to help home service contractors manage revenue and bookings. The goal is to make scheduling a plumber as easy as ordering an Uber. But is the industry ready for this kind of tech overhaul?
Mirror Security, a cybersecurity startup from University College Dublin, has raised €2.1 million in pre-Seed funding. The company uses Fully Homomorphic Encryption to let AI process data without ever decrypting it, aiming to solve a major enterprise adoption hurdle.
Analysts forecast a surge in enterprise AI spending to over $2 trillion in 2026, calling it the “year of AI monetization.” The real work, however, will be the unglamorous task of integrating AI into actual business workflows and proving its value.
