Palantir Names Armada Sovereign AI Infrastructure Partner
Palantir and Armada unveil a sovereign AI infrastructure partnership, naming Armada its first Certified Modular Data Center Partner.
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Meta Expands Muse AI Agent to Target Small Businesses
Meta expanded its Muse AI agent to small businesses on 29 September, adding Shopify, Slack and Stripe integrations under new spending safeguards.
AMD to buy Fei-Fei Li’s World Labs for $8.2bn
AMD's $8.2bn World Labs acquisition brings Fei-Fei Li in-house as chief scientist, deepening its push into AI compute.
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Microsoft revamps Copilot with coding tool, agentic AI features
Microsoft revamps Copilot with a new coding tool and 'Autopilot' agent, folding consumer and enterprise apps into one AI product.
Oracle Q1 Results: Cloud Revenue Surges 121% to $7.4bn
Oracle Q1 results show record $19.3bn revenue and 121% cloud infrastructure growth, but capex guidance of $90-95bn raises financing questions.
Microsoft plans 38 gigawatts of data centre capacity by 2032
Microsoft's data centre capacity plan targets 38 gigawatts by 2032, more than triple current levels, Bloomberg reports, as AI demand outstrips supply.
Palantir Names Nebius Preferred Sovereign AI Infrastructure Partner
Palantir has named Nebius its preferred sovereign AI infrastructure partner, a tie-up that will fold Nebius compute into Palantir's platform.
Nvidia CEO Huang Defends $12.9bn Hugging Face Acquisition on CNBC
Nvidia CEO Jensen Huang defended the $12.9bn Hugging Face acquisition on CNBC, saying the price was "worth every penny" for the open-source AI hub.
Equinix Launches AI Inference Exchange With Nvidia, Together AI
Equinix AI Inference Exchange launches Q1 2027 with Nvidia and Together AI, as shares swing near 20-day lows amid rising short interest.
Berkshire’s Alphabet Stake Grows, But Who Made the Call?
Berkshire Hathaway's Alphabet stake rose sharply in Q2, and Greg Abel praised its AI position - but reports disagree on the numbers.
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