SoftBank is reportedly preparing a U.S. AI and robotics spinout focused on data centers and a potential $100 billion IPO.

OpenAI’s evolving cloud strategy is widening beyond Microsoft, with Amazon and flexible compute deals gaining prominence.

Meta’s results and rising AI capex intensified investor debate over whether Big Tech’s AI spending will pay off.

General Motors is reportedly adding Google Gemini to in-car voice assistants across millions of vehicles.

Meta reportedly lifted its capital expenditure outlook as it continues investing heavily in AI infrastructure.

OpenAI has reportedly moved away from first-party Stargate data centers toward more flexible compute leasing deals.

OpenAI is pitching advanced models for government cybersecurity work as federal agencies seek stronger defenses.

Anthropic is reportedly discussing a funding round that could value the AI company above OpenAI.