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. Leia mais →

Netflix announced that it is "very well positioned to effectively leverage ongoing advances in AI," signaling an all‑in approach to generative AI as a creative tool rather than a content engine. The streaming giant cited recent uses of AI in productions such as the Argentine series "The Eternaut," the film "Happy Gilmore 2," and the series "Billionaires’ Bunker" to illustrate how the technology can streamline visual effects, pre‑production design, and post‑production work. While industry concerns linger over data usage and potential job impacts, Netflix’s leadership remains confident that AI will help storytellers work faster and explore new possibilities without replacing artistic talent. The company also reported a 17% year‑over‑year revenue increase to $11.5 billion, though the growth fell short of its own forecasts. Leia mais →

Replit announced a $250 million financing round that lifts its valuation to $3 billion. The round was led by Prysm Capital with participation from Amex Ventures and Google’s AI Futures Fund, while earlier backers such as Y Combinator, Andreessen Horowitz, and Coatue also took part. The company reports an annualized revenue surge from $2.8 million to $150 million in less than a year, surpassing the $100 million ARR reported in June. Replit’s deep ties to Google Cloud and its recent inclusion on Microsoft Azure highlight its expanding platform ecosystem. Leia mais →

Replit announced a $250 million financing round that lifts its valuation to $3 billion. The round was led by Prysm Capital with participation from Amex Ventures and Google’s AI Futures Fund, while earlier backers such as Y Combinator, Andreessen Horowitz, and Coatue also took part. The company reports an annualized revenue surge from $2.8 million to $150 million in less than a year, surpassing the $100 million ARR reported in June. Replit’s deep ties to Google Cloud and its recent inclusion on Microsoft Azure highlight its expanding platform ecosystem. Leia mais →

Replit announced a $250 million financing round that lifts its valuation to $3 billion. The round was led by Prysm Capital with participation from Amex Ventures and Google’s AI Futures Fund, while earlier backers such as Y Combinator, Andreessen Horowitz, and Coatue also took part. The company reports an annualized revenue surge from $2.8 million to $150 million in less than a year, surpassing the $100 million ARR reported in June. Replit’s deep ties to Google Cloud and its recent inclusion on Microsoft Azure highlight its expanding platform ecosystem. Leia mais →

Replit announced a $250 million financing round that lifts its valuation to $3 billion. The round was led by Prysm Capital with participation from Amex Ventures and Google’s AI Futures Fund, while earlier backers such as Y Combinator, Andreessen Horowitz, and Coatue also took part. The company reports an annualized revenue surge from $2.8 million to $150 million in less than a year, surpassing the $100 million ARR reported in June. Replit’s deep ties to Google Cloud and its recent inclusion on Microsoft Azure highlight its expanding platform ecosystem. Leia mais →

Replit announced a $250 million financing round that lifts its valuation to $3 billion. The round was led by Prysm Capital with participation from Amex Ventures and Google’s AI Futures Fund, while earlier backers such as Y Combinator, Andreessen Horowitz, and Coatue also took part. The company reports an annualized revenue surge from $2.8 million to $150 million in less than a year, surpassing the $100 million ARR reported in June. Replit’s deep ties to Google Cloud and its recent inclusion on Microsoft Azure highlight its expanding platform ecosystem. Leia mais →

NVIDIA reported a 56% year‑over‑year revenue increase to $46.7 billion for its most recent quarter, even though it could not ship its H20 AI chips to China. The company’s net income rose to $26.4 billion, and its Blackwell‑based AI products generated $27 billion in sales, accounting for half of data‑center revenue. U.S. export limits halted H20 shipments, but NVIDIA is developing a next‑generation chip for China and expects future growth as AI demand expands. Leia mais →