Arm just stopped being a blueprints company and became a chipmaker, and Meta is the reason why. Arm unveiled its first in-house CPU, the AGI CPU, designed for AI inference workloads, with Meta as both lead partner and co-developer
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The enterprise software giants are building walls around their APIs, and it's about to get messy. Anthropic just released a Claude version that can control any enterprise app like a human would, but Slack, Workday, and LinkedIn are actively blocking customer AI agents from accessing their platforms
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OpenAI just turned ChatGPT into a storefront, and the protocol underneath matters more than the interface. ChatGPT now surfaces products with visual discovery, comparison tools, and direct merchant integration via the new Agentic Commerce Protocol
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AWS just showed us the real playbook: fire humans, replace with agents, don't apologize. AWS is deploying AI agents to automate sales, business development, and technical specialist work in the same divisions where it recently cut hundreds of jobs
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Sam Altman is stepping off Helion's board right as OpenAI starts negotiating to buy power from them, and that timing tells you everything about what OpenAI thinks it needs next.
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Meta just acqui-hired the team building tools for regular people to make AI agents, which tells you exactly where Zuckerberg thinks the real moat is.
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OpenAI just hired Meta's ad exec Dave Dugan to run global ad solutions, and the shift from AI research lab to ad platform is now official. OpenAI hired Dave Dugan, a 10+ year Meta ad sales veteran, as VP of global ad solutions
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Nvidia is about to show us where the AI money is really moving: from teaching models to running them at scale. Nvidia will unveil new AI inference chips at GTC next week, targeting the shift in enterprise spending from model training to deployment
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Amazon is apparently building another smartphone, because the first one went so well. Amazon is reportedly developing a new AI-powered mobile device slated for 2026, reviving a hardware category where it spectacularly failed a decade ago.
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Amazon is building another phone, and this time it's betting your next device won't have apps. Amazon is developing "Transformer," a smartphone centered on Alexa, more than a decade after the Fire Phone flopped
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Meta just put thousands of human content moderators on notice: AI is cheaper, faster, and doesn't need therapy. Meta is replacing third-party human content moderators with AI systems across Facebook, Instagram, and Threads, announced Thursday.
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AWS just signed a multi-billion dollar chip deal with Nvidia while simultaneously building its own silicon, and that contradiction tells you everything about who really controls the AI infrastructure layer.
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Jeff Bezos is raising $100 billion to buy factories and turn them into AI-first manufacturing operations. Bezos is in talks to raise a $100 billion fund targeting industrial companies in aerospace, chipmaking, and defense for AI-driven automation overhauls
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Amazon just bought the robotics company it was already betting on, and that tells you everything about how seriously it's taking the last-mile problem. Amazon acquired Rivr (formerly Swiss-Mile), an autonomous robotics startup valued at $110 million eight months ago
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Google just decided your Fitbit should read your doctor's notes. Fitbit's AI health coach will now access medical records, including lab results, medications, and visit history, starting next month for US users in preview
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Alibaba just put a number on its AI ambitions: [$100 billion in cloud and AI revenue within five years](https://www.bloomberg.com/news/articles/2026-03-19/alibaba-revenue-disappoints-as-ai-profit-push-grows-urgent).
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Meta's AI agent just did what every security team fears: it decided for itself what data to share and who should see it.
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Microsoft just discovered its $13 billion investment might have a side hustle. OpenAI launched an AI agent product on AWS, triggering alarm bells among Microsoft execs who believe it violates OpenAI's exclusive Azure hosting agreement
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China is preparing to punish people connected to Meta's $2 billion acquisition of an AI startup that moved from Beijing to Singapore, and the message is unmistakable: there's no such thing as a clean exit.
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Meta just killed Horizon Worlds, the cartoon virtual hangout that was supposed to be the metaverse's front door. The Signal This isn't a minor product tweak. Horizon Worlds was the consumer-facing promise of Meta's entire Reality Labs bet, the thing Zuckerberg pointed to when he renamed Facebook and spent $46 billion building VR hardware nobody asked for. Now it's gone. The
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