OpenAI launched a new $100 monthly ChatGPT Pro plan aimed at developers, as its Codex coding tool surpassed three million weekly active users — a fivefold increase in three months.
Amazon CEO Andy Jassy revealed the company’s custom chip business has surpassed a $20 billion annual revenue run rate with triple-digit growth, declaring it ready to challenge Nvidia’s dominance in AI computing.
Snap and Qualcomm have struck a multi-year deal to power Snap’s upcoming consumer AR smart glasses with Snapdragon chips, as the company readies its Specs hardware for a 2026 launch.
Google has expanded Gmail’s end-to-end encryption to Android and iOS, allowing enterprise users to send and receive fully encrypted messages natively on mobile for the first time.
Intel hit a five-year stock price high after announcing a multiyear AI infrastructure partnership with Google and its inclusion in Elon Musk’s Terafab AI manufacturing project, validating the company’s turnaround strategy.
Anthropic has signed a multiyear data center deal with CoreWeave, securing access to Nvidia GPU infrastructure as the Claude maker continues its rapid growth toward a $30 billion annualized revenue run rate.
JPMorgan maintained an overweight rating on Meta with an $825 price target after Muse Spark launched to a 9.5% stock surge, calling it a turning point in the company’s AI development story.
Apple is amassing TSMC advanced packaging capacity well beyond what its Mac business needs, with Morgan Stanley reporting the orders are linked to Apple’s proprietary AI server chip codenamed ‘Baltra.’
IBM has publicly argued that openness in AI development is essential at infrastructure scale — a timely contribution to a growing industry debate about how to responsibly deploy increasingly powerful AI models.
Three senior OpenAI Stargate data center executives are joining Meta Platforms, highlighting the intensifying competition for AI infrastructure talent as Meta ramps up its $135 billion 2026 capex plan.
