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Google, OpenAI and Microsoft

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Overview
Decrypt · 2d
Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
Alphabet and Microsoft crushed Q1 estimates on the same day, with Google Cloud up 63% and Microsoft's AI business hitting a milestone.

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 · 24d · on MSN
Microsoft takes on Google and OpenAI with its own AI models
 · 28d
Microsoft launches 3 new AI models in direct shot at OpenAI and Google
 · 22h
Pentagon strikes deals with 7 Big Tech companies after shunning Anthropic
The Department of Defense announced Friday an agreement with seven major technology companies to use their artificial intelligence tools in its classified networks.

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 · 22h
Pentagon Makes Deals With A.I. Companies to Expand Classified Work
 · 21h
Pentagon reaches agreements with top AI companies, but not Anthropic
2don MSN

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off

Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors don’t like it.
4d

Microsoft and OpenAI end exclusivity agreement, opening up potential partnerships with Amazon and Google — Microsoft will continue to receive revenue share through 2030

Microsoft and OpenAI are ending their long-standing exclusivity agreement, allowing OpenAI to leverage cloud providers like Amazon and Google.
Hosted on MSN
14h

Microsoft and Google expand AI assistants with major upgrades

Microsoft has rolled out expanded, default AI-powered editing in Word, Excel, and PowerPoint for Microsoft 365 subscribers, alongside a shift toward usage-based pricing for Copilot and GitHub Copilot. Google has broadened Gemini’s capabilities with full ...
ZDNet
24d

Apple, Google, and Microsoft join Anthropic's Project Glasswing to defend world's most critical software

I wore the world's first HDR10 smart glasses TCL's new E Ink tablet beats the Remarkable and Kindle Anker's new charger is one of the most unique I've ever seen Best laptop cooling pads Best flip phones Roku TV vs Fire Stick Galaxy Buds 3 Pro vs Apple ...
1d

Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year — analyst says bear thesis is 'garbage'

Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record $410 billion.
2don MSN

Stock market today: What Google, Microsoft, Meta and Amazon earnings reports say. Explained

Big Tech’s latest earnings sent a clear message to Wall Street: artificial intelligence remains the defining battleground
Seeking Alpha
2mon

Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report

Microsoft (MSFT), Amazon (AMZN), Google (GOOG)(GOOGL), Oracle (ORCL), xAI (X.AI), and OpenAI (OPENAI) are all expected to meet with U.S. President Donald Trump and establish a plan to generate their own electricity for their power-hungry data centers ...
Hosted on MSN
1d

Microsoft and Google expand AI assistants to automate workflows

Microsoft and Google have rolled out major upgrades to their AI assistants, Copilot and Gemini, embedding them deeper into productivity apps to automate document creation, scheduling, and task management. The updates aim to reduce app-switching and manual ...
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