Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.

Meta’s revenue rose 28% to $60.8bn, but profit fell 14% and free cash flow collapsed 91% to $784m as its AI build-out costs climbed. The stock dropped.

AI-generated resumes have surged 239% since chatbots launched, and 67% of HR leaders say it slows hiring. Invent Artificial founder Ramu Donikana argues verification, not better screening, is what ...

OpenAI is giving 100,000 researchers free frontier access through 2027, the same week it revealed how it cut its agents’ token costs to afford moves like it.

Lilian Weng stepped down from Thinking Machines over stress and illness, then rejoined OpenAI within days to work on recursive self-improvement.

Google DeepMind has broken up its Nobel-winning AlphaFold team, reassigning most authors to Gemini work as its stars leave for Anthropic.

Modus emerges from stealth with a $10M seed led by Insight Partners to build the Context Warehouse, an infrastructure layer that gives AI agents a continuously maintained understanding of how an ...

Cyera is buying Oasis Security for ~$1bn to govern the “non-human identities” AI agents use to reach company data, the biggest AI-agent-security deal yet.

OpenAI open-sourced its Codex Security CLI to scan code for bugs, but kept the scanner gated. An AppSec land grab, and a shot at Anthropic’s Claude Security.

Shein disclosed an undisclosed FTC consumer-protection probe in its Hong Kong IPO filing. The agency polices ‘dark patterns’. The tricks Shein’s app runs on.

ChatGPT is about to reach 1 billion weekly active users, one of the fastest apps ever, but seven months after OpenAI hoped to hit the mark.

Cambridge’s Qureight raised a $20m Series B to build an AI “foundation model” of the chest, to speed up lung and heart drug trials.