Microsoft adds over $450 billion, the biggest one-day market cap gain in U.S. history

Microsoft stock surged 16% on Thursday after the company forecast Azure cloud growth well above analyst expectations [...]

Tim Cook called Apple's on-device AI a 'competitive weapon' in his final earnings call as CEO

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure [...]

Amazon jumped 13%. Apple fell 7%. The AI trade is picking clear winners again

Strong cloud results lifted Amazon and chipmakers, while Apple's service revenue shortfall sent its stock lower ahead of Friday's open [...]

AI Infrastructure Growth Is Reshaping the Cyber-Physical Threat Landscape

AI is rapidly becoming a foundational layer of modern infrastructure. Organizations are investing heavily in AI-powered systems, expanding data center capacity, integrating cloud platforms, and deploy [...]

Tencent's Team Memory shares AI agent memory across a team — with no governance yet for when it's wrong

A VB Pulse survey this June found that 57% of enterprises had traced a confidently wrong agent answer back to missing or inconsistent context — the latest sign of how central context has become to w [...]

Could Seagate follow Micron? 90% of its hard drive capacity is going to enterprise, with customers scrambling to secure HDDs in 2029

Seagate credits cloud data center demand for strong growth, although future enterprise HDD allocation plans remain undisclosed. [...]

Palantir debuts 'war' data center in a container, full of Nvidia's B300 AI accelerators and open-weight models

Palantir and Armada developed containerized AI data centers using Nvidia B300 accelerators, enabling battlefield processing without continuous cloud connectivity requirements. [...]

Asana's AI agents share memory across your company — but not your secrets

Enterprise teams building AI agents keep hitting the same wall: a chatbot that can answer a prompt but can't remember what the last five people asked it, and can't tell you whether last mont [...]

Silicon Valley’s rift over open source pushes back contemplated White House bans on Chinese AI

The Trump administration discussed sanctions and cloud bans targeting Chinese open-source AI models, according to the New York Times. OpenAI and Anthropic pushed for restrictions, while Nvidia, Google [...]