Harvey Walker2 min read
Meta's stock jumped nearly 9% on reports it may sell AI model access and spare computing power, a move that rattled CoreWeave and Nebius and raised new questions about its…
Harvey Walker3 min read
Meta stock swung wildly this week after reports it plans to launch a cloud computing business. Here is what the move means for valuation, momentum and the risks ahead.
Eli Castillo2 min read
Microsoft launches a $2.5 billion company to help enterprises mix and match AI models instead of relying on one provider, joining Amazon and Palantir in a fast shifting market.
Eli Castillo2 min read
Microsoft is putting $2.5 billion and 6,000 engineers behind a new unit that embeds staff inside client companies to build AI systems, joining Anthropic, OpenAI and Amazon in a fast…