During Alphabet's fourth-quarter earnings call, executives sidestepped an analyst's question about the Google-Apple artificial‑intelligence deal that powers Siri. The company offered only a brief statement that Apple had chosen Google as its preferred cloud provider and would collaborate on next‑generation foundation models built on Gemini technology. The silence highlights Alphabet's reluctance to reveal how the partnership may affect its core AI‑focused business, even as the historic search agreement continues to generate billions in revenue for both firms. Read more →

Microsoft reported a $7.6 billion increase in net income tied to its partnership with OpenAI, reflecting the AI lab’s rapid revenue growth and a 20% revenue‑share agreement. The relationship also includes a $250 billion Azure services commitment from OpenAI, which now counts for roughly half of Microsoft’s commercial performance obligations. Additional AI investments, such as a $5 billion stake in Anthropic, and $37.5 billion in capital spending for GPUs and CPUs, underscore Microsoft’s aggressive push to dominate the cloud‑based AI market. Read more →