With Nvidia hitting a market capitalization of $4 trillion, it’s time to wonder if we could be hitting some kind of peak in investor interest in artificial intelligence. But it sure hasn’t shown up yet. This week we saw Amazon considering another huge investment in Anthropic — perhaps to help it field an AI agent ...

Artificial intelligence model providers such as OpenAI and Anthropic that have had a mostly free ride on scraping the entire internet to train their models may be facing a serious roadblock now.  Internet infrastructure services firm Cloudflare this week enabled website operators to charge AI developers for access to their material. It’s a bit of ...

We already know AI agents are the next big thing, at least until the next next big thing arrives, like, say, next week, but it’s clear many companies are making big bets on them. That includes untold numbers of companies offering myriad ways to build, deploy and govern them — a dozen or so of ...

Amazon CEO Andy Jassy said the quiet part out loud this week, predicting AI will reduce its workforce. At least he’s honest about it, even if he trotted out the “free up workers for higher-value work” cliche. Microsoft is reportedly laying off 3% of its staff too, no doubt for partly the same reason. Can ...

The artificial intelligence era won’t be decided only by providers of large language models such as OpenAI. Databricks made a big play at its annual Data+AI Summit in San Francisco this week to lead the way to AI agents, the next big thing in AI, using its data platform as a springboard. It also announced ...

Snowflake made a big play this week at its annual Summit to own a larger swath of the artificial intelligence opportunity — still based on data but bringing in AI models, agents and other software to get stuff done. As Dave Vellante and George Gilbert put it in their Breaking Analysis deep dive, enterprise data ...

Given the impact of tariffs on a wide variety of technology companies, it was big news this week that the U.S. Court of International Trade blocked President Trump’s wildly varying tariffs —  but an appeals court put a temporary hold on that ruling. Who knows what happens next, but the case could be headed for ...

It was all about AI at all the big events this week — Microsoft Build, Google I/O, Dell Tech World, Red Hat Summit and even Computex. This time at I/O, Google appeared to get the upper hand, vibe-wise, with a flurry of new models and features, a vision of a universal AI assistant, and even ...

Initial public offerings of stock inched back this week as eToro’s IPO soared 29% over its initial price, Chime filed and Pony AI in China filed confidentially. But don’t expect a full-scale return in this choppy economy. Herald the coming of the software-only cloud hyperscaler — starting with Salesforce. AI leaders suddenly are confronting reality — excessive ...

Established enterprise tech providers that aren’t cloud giants are getting serious about AI agents too. IBM, for one, unveiled a raft of AI agent capabilities and ServiceNow invaded Salesforce’s core customer relationship management market using agents and debuted more agents to provide better security. Anthropic jumped into search with an application programming interface to call ...