Investors think AI is going to kill or at least maim software-as-a-service companies, and a lot more. That seems a tad early, frankly, even if AI could slow SaaS’ growth story — which is why the likes of ServiceNow, Salesforce and even Palantir have seen their stocks hammered. As Dare Obasanjo, a former longtime Microsoft software engineer, put ...

AI dealmaking hit overdrive this week, and it looks like it could stay in high gear for a long time to come. For one, there’s Elon’s potential megacorp, which surely will have X somewhere in the name — maybe three Xs! By various reports, he’s looking at combining xAI, which owns X, the former Twitter, ...

In the first big initial public offering of 2026, the crypto platform BitGo shot out of the gate fast as initial trading jumped 25% over the offering price. Investors took a deep breath later, but the stock still rose almost 3% on the day — which means it raised about as much as it could. ...

Google parent company Alphabet hit the $4 trillion mark this week, second only to Nvidia in market capitalization, and no wonder. It kept showing off its newfound AI prowess, as Apple will use Gemini in the background for Siri, and Google released a new personalization tool for Gemini as well as a new protocol for ...

Not surprisingly, artificial intelligence dominated the announcements and conversation at CES, as Nvidia announced new AI models and Nvidia, Intel, Advanced Micro Devices, Qualcomm and others debuted new chips focused on AI. In particular, robotics took center stage, especially in the always much-anticipated keynote from Nvidia CEO Jensen Huang (pictured), who wore his fancy shiny ...

It was another light week for news as 2026 kicks off — let’s wish for a Happy New Year! — but once again there was plenty of artificial intelligence news, especially on the dealmaking front. China’s AI boom only seems to be accelerating, not least of which a string of initial public offerings of stock ...

It was a light holiday week, but AI never sleeps. I’m going to leave it short and sweet, since you all have better things to do today, just a few bullet points on the big enterprise and emerging tech news: * As AI reshapes the web, search engine optimization’s heyday for advertisers is starting to ...

The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of investors, at a valuation of $750 billion. And Databricks is doing a $4 billion Series L round — first time ...

Artificial intelligence has now conquered the most hard-ass copyright defender of all — Disney — as the media giant did a $1 billion deal with OpenAI this week to allow use of a bunch of characters in its Sora video creation model. Disney CEO Bob Iger may feel he had no choice but to join the ...

This week was all about AWS re:Invent, the biggest cloud conference of the year — which also makes it by definition, these days, one of the biggest AI conferences of the year. The headlines from our 20 or so stories plus more interviews from theCUBE tell the story. But the gist is that if CEO ...