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Major AI Labs Join Forces for European Startup Accelerator F/ai

Major AI Labs Join Forces for European Startup Accelerator F/ai
Leading artificial‑intelligence companies including OpenAI, Anthropic, Google, Meta, Microsoft, Mistral and several cloud and semiconductor firms have partnered with Paris‑based incubator Station F to launch F/ai, a new accelerator for European AI startups. The three‑month program, run twice a year, will support 20 early‑stage companies per cohort with a curriculum focused on rapid commercialization and will provide more than $1 million in credits for access to AI models, compute and other services. The initiative aims to help European founders bring revenue‑generating products to market faster and narrow the gap with U.S. and Chinese competitors. Read more →

Microsoft’s AI Leader Highlights How Agentic Systems Can Cut Startup Costs and Streamline Operations

Microsoft’s AI Leader Highlights How Agentic Systems Can Cut Startup Costs and Streamline Operations
Amanda Silver, corporate vice president of Microsoft’s CoreAI division, explains that agentic artificial intelligence will dramatically lower the cost of software operations for startups. By automating tasks such as code‑base maintenance, live‑site incident response, and routine workflows, AI agents can reduce the need for human intervention, accelerate development cycles, and enable more ventures to launch with smaller teams. Silver notes that cultural and purpose‑definition challenges remain, but the overall impact mirrors the transformative effect the public cloud had on early‑stage companies. Read more →

Big Tech’s AI Capital‑Spending Race: Amazon Leads, Investors Wary

Big Tech’s AI Capital‑Spending Race: Amazon Leads, Investors Wary
Amazon, Google, Microsoft, Meta and Oracle are pouring record capital into artificial‑intelligence infrastructure, data‑center expansion and related technologies. Amazon’s projected spend tops the list, followed closely by Google, while Microsoft, Meta and Oracle trail behind. Investors are uneasy about the size of the commitments, noting sharp stock declines for firms with the highest projected outlays. The clash between massive AI‑related capex and market comfort highlights a tension that could shape the industry’s future as companies race to secure compute resources. Read more →

OpenAI Unveils Frontier Platform for Enterprise AI Agent Management

OpenAI Unveils Frontier Platform for Enterprise AI Agent Management
OpenAI announced Frontier, an end-to-end platform that lets enterprises build, deploy and control AI agents. The open system supports agents created inside or outside OpenAI, allowing them to access external data and applications while giving companies granular oversight of permissions and actions. Early adopters such as HP, Oracle, State Farm and Uber are testing the service, which is currently limited to a small group of users with broader rollout planned. Pricing details were not disclosed. Industry analysts, including Gartner, view agent‑management platforms as critical infrastructure for AI adoption, positioning Frontier as a strategic move for OpenAI in the enterprise market. Read more →

Snowflake and OpenAI Announce $200 Million Enterprise AI Partnership

Snowflake and OpenAI Announce $200 Million Enterprise AI Partnership
Snowflake and OpenAI have sealed a multi‑year partnership valued at $200 million that embeds OpenAI’s advanced models, including GPT‑5.2, directly into Snowflake’s data platform. The integration enables Snowflake’s over 12,000 customers to build AI agents, run semantic analytics, and create applications that operate on their own data without leaving Snowflake’s governed environment. By weaving generative AI into Snowflake Cortex AI and Snowflake Intelligence, the deal aims to simplify enterprise AI adoption, boost productivity, and keep data secure, while signaling a broader shift toward platform‑level AI capabilities in the cloud market. Read more →

Musk says space will host the cheapest AI compute within years, experts call timeline unrealistic

Musk says space will host the cheapest AI compute within years, experts call timeline unrealistic
Elon Musk announced that SpaceX’s acquisition of xAI will enable the lowest‑cost AI compute to be run in space within a few years. He claimed that orbiting data centers could leverage unlimited solar power and avoid terrestrial constraints. Industry observers note that while the concept is technically possible, the engineering, launch costs, radiation protection, maintenance and regulatory hurdles make a three‑year rollout unlikely. The consensus is that space‑based AI compute remains a long‑term vision rather than an imminent reality. Read more →

India Announces Tax Holiday for Foreign AI Cloud Services to Boost Data‑Center Investment

India Announces Tax Holiday for Foreign AI Cloud Services to Boost Data‑Center Investment
India's finance minister unveiled a budget proposal that grants foreign cloud providers a tax exemption on revenues from AI workloads run in Indian data centers and sold abroad through 2047. The plan also includes a cost‑plus safe harbour for Indian data‑center operators, expanded incentives for electronics and semiconductor manufacturing, and support for rare‑earth mineral development. Major global tech firms have already pledged billions to build AI‑focused data‑center campuses in the country, while domestic projects are also scaling up. The initiative aims to position India as a long‑term hub for AI infrastructure despite challenges such as power reliability and water scarcity. Read more →

India Announces Tax Holiday for Foreign AI Cloud Services to Boost Data‑Center Investment

India Announces Tax Holiday for Foreign AI Cloud Services to Boost Data‑Center Investment
India's finance minister unveiled a budget proposal that grants foreign cloud providers a tax exemption on revenues from AI workloads run in Indian data centers and sold abroad through 2047. The plan also includes a cost‑plus safe harbour for Indian data‑center operators, expanded incentives for electronics and semiconductor manufacturing, and support for rare‑earth mineral development. Major global tech firms have already pledged billions to build AI‑focused data‑center campuses in the country, while domestic projects are also scaling up. The initiative aims to position India as a long‑term hub for AI infrastructure despite challenges such as power reliability and water scarcity. Read more →

Microsoft Won’t Stop Buying AI Chips From Nvidia and AMD Even After Launching Its Own, Nadella Says

Microsoft Won’t Stop Buying AI Chips From Nvidia and AMD Even After Launching Its Own, Nadella Says
Microsoft has begun deploying its home‑grown Maia 200 AI inference chip in its data centers while confirming it will continue purchasing GPUs from Nvidia and AMD. CEO Satya Nadella emphasized the company’s ongoing partnerships and the need to stay ahead in AI hardware. The Maia 200, designed for high‑performance AI model inference, will first be used by Microsoft’s Superintelligence team as they develop frontier models, and will also support OpenAI models on Azure. The move reflects a hybrid strategy of building in‑house chips while leveraging external suppliers. Read more →

Amazon in Talks to Invest $50 B in OpenAI

Amazon in Talks to Invest $50 B in OpenAI
Amazon is reportedly negotiating a major investment of at least $50 billion in OpenAI, which is seeking $100 billion in new funding that could lift its valuation to $830 billion. Amazon CEO Andy Jassy is leading talks with OpenAI CEO Sam Altman, while OpenAI also explores capital from sovereign wealth funds and tech giants. The deal is expected to close by the end of the first quarter, highlighting Amazon’s deep ties to the AI sector through its AWS partnership with Anthropic and a new $11 billion data‑center campus in Indiana. Read more →

Microsoft CEO Defends AI Spending as Copilot Usage Grows

Microsoft CEO Defends AI Spending as Copilot Usage Grows
Microsoft reported strong quarterly results, posting $81.3 billion in revenue and $38.3 billion in net income while highlighting record cloud revenue of over $50 billion. CEO Satya Nadella emphasized that the company’s massive capital expenditures—$88.2 billion last year and $72.4 billion so far this year—are aimed at expanding AI services across Azure, Microsoft 365, and partner labs. He pointed to rapid growth in Copilot products, noting a near‑three‑fold increase in daily consumer users, 4.7 million paid GitHub Copilot subscribers, and 15 million paid seats for Microsoft 365 Copilot. Nadella insisted the AI demand far exceeds data‑center capacity, underscoring confidence that the spending will translate into broader adoption and future profit. Read more →

Microsoft's $7.6 B Boost from OpenAI Partnership

Microsoft's $7.6 B Boost from OpenAI Partnership
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 →

Microsoft Expands Use of Anthropic’s Claude Code Across Engineering Teams

Microsoft Expands Use of Anthropic’s Claude Code Across Engineering Teams
Microsoft is rolling out Anthropic’s Claude Code to a broad set of its internal engineering groups, encouraging both developers and non‑technical staff to experiment with the AI coding assistant. The move complements the company’s existing reliance on GitHub Copilot, with engineers asked to compare the two tools and provide feedback. By integrating Claude Code into major product divisions such as Windows, Microsoft 365, and Azure‑related services, Microsoft aims to boost productivity, simplify prototyping, and explore the potential of offering the tool to external cloud customers in the future. Read more →

OpenAI Secures Multi-Year $10B Compute Deal with Cerebras

OpenAI Secures Multi-Year $10B Compute Deal with Cerebras
OpenAI announced a multi-year agreement with AI chipmaker Cerebras to deliver 750 megawatts of compute power from this year through 2028. The partnership, valued at over $10 billion, aims to accelerate real‑time inference and improve response times for OpenAI’s customers. Cerebras’ low‑latency hardware will complement OpenAI’s existing compute portfolio, providing faster, more natural interactions for AI applications. Both companies highlighted the strategic fit, noting that the deal strengthens OpenAI’s infrastructure while showcasing Cerebras’ advanced chip technology. Read more →

Apple Partners with Google to Power Siri Using Gemini AI

Apple Partners with Google to Power Siri Using Gemini AI
Apple and Google have announced a multiyear partnership that will see Google's Gemini AI models underpin a more personalized version of Siri, slated for release in 2026. The agreement lets Apple use Gemini and Google Cloud to drive its upcoming frontier models and Apple Intelligence while keeping data on Apple devices and private cloud compute for privacy. Analysts note the deal continues Apple’s tradition of “co‑opetition” with Google, which already pays Apple for default search placement, and could give Google a larger AI footprint on iPhone users. Potential antitrust concerns have been raised, but the specifics of the technology exchange remain unclear. Read more →

Apple Partners with Google to Use Gemini for AI Features Including Siri

Apple Partners with Google to Use Gemini for AI Features Including Siri
Apple has announced a partnership with Google to power its upcoming AI features, including an upgraded Siri, using Google’s Gemini models and cloud infrastructure. The multi‑year deal follows Apple’s evaluation of several AI providers and aligns with its focus on privacy and on‑device processing. While the agreement is not exclusive, it marks a shift for Apple, which has traditionally built its own hardware‑software stack. The collaboration is expected to enable new experiences across Apple’s ecosystem while maintaining the company’s privacy standards. Read more →

Amazon in Early Talks to Invest Up to $10 B in OpenAI

Amazon in Early Talks to Invest Up to $10 B in OpenAI
Amazon is reportedly in preliminary discussions to invest as much as $10 billion in OpenAI, a deal that would see the AI lab using Amazon's AI chips. The potential agreement could value OpenAI at more than $500 billion. The move follows Amazon's earlier $8 billion investment in Anthropic and its recent launch of the Trainium chip series. OpenAI's shift to a for‑profit model has opened the door to new partnerships beyond its long‑time backer Microsoft. The proposed investment would add to a series of circular deals linking AI startups with hardware and cloud providers. Read more →

Amazon Negotiates $10 B Investment in OpenAI and Provision of Trainium Chips

Amazon Negotiates $10 B Investment in OpenAI and Provision of Trainium Chips
Amazon is in advanced discussions with OpenAI about a $10 billion investment that would also see the AI startup adopt Amazon's Trainium chips and increase its use of Amazon Web Services. The proposed deal could lift OpenAI's valuation past $500 billion while deepening the company's reliance on Amazon's cloud and hardware infrastructure. At the same time, OpenAI continues to expand relationships with other technology partners, including Microsoft, NVIDIA, Oracle and AMD, prompting investors to scrutinize the circular nature of its financing and compute arrangements. Read more →

IBM to Acquire Confluent for $11 Billion to Strengthen Data and AI Offerings

IBM to Acquire Confluent for $11 Billion to Strengthen Data and AI Offerings
IBM announced a cash purchase of data‑infrastructure firm Confluent for $11 billion, offering $31 per share—about 50 % above the prior closing price. The deal is intended to boost IBM’s data and automation portfolio as cloud migration and AI adoption accelerate. IBM says Confluent’s real‑time streaming platform will complement its existing products and enhance its AI, automation, data, and consulting services. The acquisition is expected to improve EBITDA and free cash flow within two years and marks IBM’s largest buy in years, following recent moves such as the HashiCorp purchase and partnerships with Anthropic and AMD. Read more →

AWS Unveils Three Frontier AI Agents to Automate Coding, Security, and DevOps

AWS Unveils Three Frontier AI Agents to Automate Coding, Security, and DevOps
Amazon Web Services introduced three new AI agents—Kiro, Security Agent, and DevOps Agent—designed to operate autonomously for extended periods. Kiro, a coding specialist, learns a team’s workflow, follows spec‑driven development, and can persist context across sessions. Security Agent independently identifies and proposes fixes for code vulnerabilities, while DevOps Agent handles testing and performance validation. AWS CEO Matt Garman highlighted the agents’ ability to take on complex backlog tasks with minimal human oversight, marking a significant step toward AI‑driven software development. Read more →