The AI industry has entered an era of perpetual upheaval where market leaders are crowned — and dethroned — every few months. - Today's hottest company could be eclipsed by summer and the laggard could revolutionize the world. Why it matters: As AI changes everything, keeping up with who's dominant and who's falling behind is becoming an existential question for investors, big businesses and regular users trying to guarantee their own futures. - The wrong call can mean spending millions of dollars on a model that could be outdated by the end of the quarter — or spending hours learning a tool that will soon be obsolete. The big picture: OpenAI looked unstoppable through last fall thanks to its first-mover advantage with ChatGPT. …
Google, Amazon, Microsoft and Meta reported more than $130 billion in quarterly capital expenditures on Wednesday as they build A.I. data centers. There’s more to come.
OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. Driving the news: A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. Zoom in: Amazon and OpenAI are poised to quickly capitalize on the change. - "We're excited to make OpenAI's models available directly to…
IT budgets are getting blown out as some companies increasingly spend more on AI than on employees' salaries. Why it matters: Maybe human labor will be more cost efficient after all. What they're saying: "For my team, the cost of compute is far beyond the costs of the employees," Bryan Catanzaro, vice president of applied deep learning at Nvidia, told Axios. - Uber's chief technology officer already blew through his full 2026 AI budget due to token costs, according to The Information. - Amos Bar-Joseph, CEO of Swan AI, bragged about his Anthropic bill in a viral LinkedIn post , saying "We're building the first autonomous business - scaling with intelligence, not headcount." Zoom out: Worldwide IT spending is expected to reach $6.31…
OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs. Why it matters: The outcome of this fight could determine which company hits the public markets with momentum, and which has to explain to investors why it's losing ground. Driving the news: OpenAI is working to take market share from Anthropic's enterprise business. - The AI lab is engaging over half a dozen consulting partners to help enterprises deploy and scale Codex, OpenAI's coding tool. - Partners will get early access to AI tools in hopes that they can help enterprises "rethink their business processes in the age of AI in a different way," chief revenue officer Denise…
Anthropic is expanding its partnership with Amazon, committing more than $100 billion over the next decade to secure massive new computing capacity. Why it matters: Compute capacity is the currency of the AI race and is most likely to define who wins. Driving the news: Anthropic agreed to spend $100 billion to secure up to 5 gigawatts of compute from Amazon to train and run its Claude models. - Amazon will invest $5 billion now, with the option for up to $20 billion more — deepening its stake in Anthropic. Between the lines: Anthropic is signaling it's ready to spend heavily on the same infrastructure edge that its biggest competitor, OpenAI, has been touting. - OpenAI sent a letter to investors last week pitching its compute…
OpenAI is tightening its ties with Amazon, saying its early investor and partner Microsoft was holding it back. Why it matters: The ChatGPT creator is under pressure to keep pace with its competitors as the AI economy evolves and its potential IPO approaches . Driving the news: OpenAI's recently established cloud partnership with Amazon Web Services has generated "frankly staggering" demand from enterprise customers, OpenAI's new revenue chief, Denise Dresser, said in an internal memo. - "We are firing on all cylinders to establish this as a scaled distribution channel," Dresser said. Friction point: Dresser wrote that OpenAI's Microsoft partnership has been "foundational to our success" but "has also limited our ability to meet…
Suspected North Korean hackers are believed to be behind an ongoing compromise of the widely used open-source package Axios, which is downloaded millions of times per week, researchers at Google said Tuesday. Why it matters: Hackers briefly turned a widely trusted developer tool into a vehicle for credential-stealing malware that could give attackers ongoing access to infected systems. - Axios, a widely used JavaScript library for making HTTP requests, is not affiliated with Axios Media. Driving the news: Researchers at Google linked the activity to a North Korean group tracked as UNC1069 , which has previously targeted cryptocurrency and decentralized finance companies. - Earlier this week, a maintainer account for the Axios npm…