Amazon opens up its global logistics network to all businesses

The new service, called Amazon Supply Chain Services, pits the e-commerce giant directly against UPS and FedEx.

Salesforce is crowdsourcing its AI roadmap — with customers 

Salesforce lets its customers lead its product roadmap with the thinking that if one enterprise customer has a problem, the others likely do too.

Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal

Microsoft gets to offer OpenAI’s tech to its cloud customers and doesn’t have to pay for it. “We fully plan to exploit it,” Nadella said.

Google Cloud surpasses $20B but says growth was capacity-constrained

Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.

OpenAI ends Microsoft legal peril over its $50B Amazon deal

OpenAI has won major concessions from its largest shareholder, Microsoft, that will allow it to sell products on AWS, while Microsoft get more cash in a revenue-share agreement.

Data center demand drives 66% surge in natural gas power plant costs

Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.

Google to invest up to $40B in Anthropic in cash and compute

Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

Meta has commandeered a big chunk of Amazon’s homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.

Microsoft offers buyout for up to 7% of U.S. employees

If a worker’s years of service at Microsoft plus their age equals 70 or more, they will be eligible for a voluntary retirement buyout.

Labor unrest at Samsung may worsen memory chip supply issues

Tens of thousands of Samsung Electronics workers held a rally at the company’s Pyeongtaek campus in South Korea on Thursday to signal they are prepared to walk off the job for an 18-day strike next month.