Microsoft pitched its own homegrown AI models, harnesses, and even a Mythos competitor on Wednesday, telling Wall Street it plans for continued growth.

On the company’s second-quarter earnings call Wednesday, CEO Mark Zuckerberg said Meta sees a “large enterprise opportunity” spanning AI agents, APIs, compute, and internal software.

The startup analyzes calls, messages, and CRM data to identify effective sales techniques and turn them into playbooks for AI agents.

Runlayer is suing Rippling after Rippling evaluated the startup's MCP gateway product and then opted to build one itself.

Companies without their own models — or without a layer of AI infrastructure known as AI gateways to separate their prompts from the model itself — will be in trouble, Nadella says.

After IBM's stock crashed last week on warnings of poor mainframe sales, the CEO explained that AI wrecked corporate hardware budget, temporarily.

The company said it is reducing its headcount by 20%, or about 630 staff, to "support a leaner, more focused operating model" as it focuses on its AI Work Platform.

Google released Gemini 3.6 Flash, 3.5 Flash-Lite, and Flash Cyber, but the continued absence of Gemini 3.5 Pro raises fresh questions about its AI strategy.

Databricks has remade its image into an AI company and has published research on the cost savings of open weight AI models for coding.

Reflection AI has signed a $1 billion deal to access Nebius' compute. Reflection was founded in 2024 and is developing open source AI technology.

Hugging Face CEO Clem Delangue says enterprises increasingly want open models, due to cost, accessibility, and ownership. Do frontier models still matter if most production AI ends up running on open models?

Of all the debates raging about the potential downsides of AI, there is one worry causing the most hand-wringing among AI enthusiasts in Silicon Valley — that the giant AI labs that sell proprietary models are somehow acting like Trojan horses.

The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.

Open source models’ success isn’t coming at the expense of frontier labs. Instead, they each seem to capture two phases of the same life cycle.

Microsoft cut around 4,800 roles, or 2.1% of its global workforce, on Monday — the latest in a series of layoffs that’s stoking fears of AI replacing jobs. The layoffs will hit Xbox and commercial sales the hardest.

Microsoft follows Amazon, OpenAI, and Anthropic with its new AI deployment group.

VCs remain thirsty to fund AI coding startups. This one, founded by investor Chamath Palihapitiya, is no exception.

"There were employees doing things like, 'Claude is so helpful for me — it analyzes my calendar and my email and puts together a plan for me,'" he says. "That person was spending at a run rate of $30,000 a year for this."

Amazon’s latest India investment comes as global tech companies race to expand AI infrastructure in the country.