OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor…
Cramer: The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
An AWS-backed Hollywood startup deploys AI for speed and cost-cutting
At a time when Hollywood is torn between fear of artificial intelligence stealing jobs and the pressure to…
Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets
Google plans to invest up to $40 billion in Anthropic, the companies confirmed on Friday, as tech giants…
When will people live on the Moon? In the 2030s says Voyager Technologies CEO
A view of Earth, partially hidden by the Moon, photographed through the Orion spacecraft window at 6:41 p.m.…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…
Microsoft plans first voluntary retirement program for US employees
A view of a Microsoft office in Shanghai, China, on April 8, 2025. Ying Tang | Nurphoto |…
Microsoft expands AI footprint in Australia with $18 billion investment
SYDNEY, AUSTRALIA – APRIL 23: Chairman and CEO of Microsoft Satya Nadella speaks on stage during the Microsoft…
We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
AI chipmaker Cerebras files for IPO after scrapping paperwork in 2025
Cerebras, a producer of chips that run artificial intelligence models, on Friday filed to go public on Nasdaq…
AI demand is inflated — only Anthropic is being realistic
The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Anthropic,…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…