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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Jeff Bezos wants $100 billion to buy factories and fill them with AI agents, and if you're in manufacturing, you should be paying attention. Bezos is raising a $100 billion fund to acquire manufacturing companies and retrofit them with AI
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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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Microsoft's $13 billion bet on OpenAI just hit a wall named Amazon, and the fallout tells you everything about how the agent economy gets built. The Signal Microsoft is considering legal action after OpenAI inked a $50 billion cloud infrastructure deal with Amazon. The irony is thick. Microsoft has poured $13 billion into OpenAI since 2019, with exclusive rights to host OpenAI's models on Azure.
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Amazon just told its employees AWS will hit $600 billion by 2036, a 4.6x jump driven almost entirely by AI demand. The Signal Andy Jassy doesn't throw numbers like this around lightly. AWS did roughly $130 billion in 2025. To reach $600 billion by 2036 means adding $470 billion in revenue over 11 years, averaging about $43 billion in new revenue annually. That's not
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Jensen Huang just told you exactly who's winning the infrastructure war for AI, and it's not AWS. The Signal Nvidia has placed billions in bets on neoclouds, the upstart infrastructure providers building GPU clusters specifically for AI workloads. Huang's reasoning cuts through the noise: hyperscalers can't move fast enough. Traditional cloud providers are optimized for general compute. They have legacy customers,
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OpenAI just bought its way onto every government procurement officer's shortlist, and it cost them a partnership with the one cloud provider that already owns the federal infrastructure. The Signal OpenAI signed with AWS to sell its models to U.S. government agencies for both classified and unclassified work. This isn't about cloud credits or compute partnerships. It's a distribution deal. AWS is
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Nebius just secured a Meta deal and immediately went hunting for $3.75 billion in convertible debt—that's the sound of AI infrastructure becoming bankable. The Signal Nebius, the AI data center company that spun out of Yandex, is raising $3.75 billion in convertible debt right after landing a commercial deal with Meta. This isn't a venture round. This is infrastructure-scale financing, the kind
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T5 Data Centers is hunting for $2 billion in equity, and the number tells you everything about where the real money thinks AI is going. The Signal Data centers are the new oil refineries. T5, a major player in the colocation space, needs $2 billion just to keep pace with demand. Not debt, equity. That's risk capital betting on a multi-year buildout, which means the capital markets
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Meta just agreed to spend $27 billion renting someone else's servers while simultaneously spending $125 billion building its own. The Signal Nebius, a Dutch data center operator you've never heard of, saw its stock jump 15% Monday after Meta signed a multi-year deal worth up to $27 billion for cloud capacity. This isn't some strategic partnership. This is Meta admitting it can'
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