Apple shares slide as new CEO Ternus warns memory costs are 'unprecedented'
Apple beat earnings but issued a disappointing gross margin forecast, with the surging DRAM prices driven by AI data center demand threatening its holiday-quart
CNBC · +13 outlets
Apple posts record fiscal year, says AI spending stays modest versus rivals
Apple's earnings show it capitalizing on the AI boom without the massive infrastructure outlays consuming competitors, while R&D spending rose 32% to $45.77 bil
MacRumors · +8 outlets
Meta markets at least $20B in bonds to fund AI build-out
The debt offering adds to a growing wave of AI-related borrowing across big tech as infrastructure costs climb.
Quartz · +14 outlets
Google to cut off Search for schools that reject its AI tools
Google is drawing a hard line in its push into classrooms, tying core Search access to adoption of its education AI offerings amid backlash over AI in schools.
The New York Times · +14 outlets
OpenAI renames data centers 'compute campuses' amid local opposition
The rebrand comes as data centers face bipartisan pushback over noise, power use, and land impact.
The Verge · +5 outlets
Shopify falls 7% after Q3 revenue and merchandise volume miss estimates
The e-commerce platform beat on adjusted earnings but its GMV and revenue shortfall rattled investors.
CNBC · +14 outlets
Palantir sinks 3% as analysts flag slowdown in total contract value
The software company's stock fell after results failed to impress investors watching government and commercial deal momentum.
CNBC · +1 outlets
Salesforce to buy Cresta and fold its AI voice agents into Service Cloud
The deal extends Salesforce's agentic AI push into customer service call handling and is expected to close in fiscal 2028.
The Next Web · +3 outlets
OpenAI hires former Army Secretary Dan Driscoll for national security role
Driscoll becomes senior counselor for national security modernization, advising on AI's role in national and cyber defense.
The Next Web · +14 outlets
Nvidia reportedly tells data center operators to limit Chinese customer business
The reported policy requires cloud providers to keep more than half of their services with non-Chinese customers, further tightening China's AI access.
Tom's Hardware · +12 outlets
Apple restricts dating apps and AI companions to users 18 and up
New App Store rules require 18+ age ratings for dating apps and AI companions offering sexual or romantic content.
TechCrunch · +8 outlets
Meta pauses news scraping rules critics say would feed AI training
The pause comes as publishers and regulators scrutinize how AI training data is gathered from news sites.
Los Angeles Times · +11 outlets
Security firm tied to OpenAI and Anthropic AI hacks blames 'error'
The disclosure underscores growing scrutiny of third-party testing arrangements between AI labs and cybersecurity vendors.
Bloomberg.com · +14 outlets
Turkey probes Google's AI search tools, orders protections for news sites
The investigation adds to a widening set of regulatory challenges to AI search summaries and their effect on publisher traffic.
Al-Monitor · +6 outlets
Hackers hit European supermarket fridges, spoiling food remotely
Stores in Ireland, Sweden and Belgium reported fridge temperatures being raised remotely, with the UK meat industry also affected.
CNBC · +14 outlets
Meta suspended Instagram during No Kings protest, Ars reports
The account draws a link between pressure from the Trump administration and the platform's suspension of the protest group's presence.
Ars Technica
xAI powers Mississippi data center with eight converted jet engines
Permits allow 25% higher pollutant limits, raising concerns over carbon monoxide and volatile organic compound emissions.
Tom's Hardware · +1 outlets
OpenAI tests Grid Protectors program to cut data center energy demand at peaks
The Georgia pilot applies load shedding to AI data centers to ease strain on the grid during high-demand hours.
Tom's Hardware