The sector’s blueprint for recovery focuses on efficiency, innovation, and strategic investments in AI, cloud computing, and cybersecurity.
YouTube TV surges to 8 million subscribers: Google’s diversification strategy is paying off as it keeps a finger on the pulse of consumers’ digital entertainment preferences.
Zuck is reading our 20-year-old Facebook posts: He says they’re being used to train AI models, but it raises a key question about who owns the content.
On today's podcast episode, we discuss what artificial general intelligence (AGI) is capable of, why everyone is rushing to create it, and how close we are to reaching it. "In Other News," we talk about 'Ready Player One' becoming a metaverse experience and how we will start controlling our smart homes. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
Leading other Big Tech players in AI patents signals R&D strength, but surfaces challenges in converting patents to market success against firms like OpenAI.
Google retires Bard and embraces Gemini: It wants to cast off negative associations and emphasize its generative AI strengths. Its recent moves could pay off.
Meta’s Q4 shows the year of efficiency was a success: The company’s revenues surged in 2023, thanks in part to Chinese retailers, while headcount dropped.
Apple leans into AI following a questionable earnings report: It beat expectations but not to the degree that investors are looking for. Apple knows the iPhone needs a generative AI upgrade.
Amazon shoppers, meet chatbot Rufus: It’s part of a broader trend of Big Tech weaving AI into existing products and services. But it’ll have to live up to customer expectations.
WPP restates its commitment to AI with $318 million: The annual investment is a sign that the industry’s leaders think the future is centered on AI.
Companies must balance AI chip production with their mainstay PC, server, and smartphone chip lines in an evolving semiconductor industry.
Google One approaches 100 million subscribers: It’s balancing sluggish ad revenue with gains in subscription and cloud services. Future success calls for more income streams.
When millions in funding isn’t enough for an AI startup’s survival: New generative AI companies are looking to sell but Big Tech isn’t at liberty to buy, creating an opportunity for mature startups.
The New York Times learns to live with AI: Amid a lawsuit with OpenAI, the publisher looks to safeguard journalistic integrity while promoting financial interests.
Its Activision Blizzard acquisition boosts gaming gains beyond Windows profits. But the industry’s downturn and ensuing layoffs paint a grim picture for gaming in general.
Google’s AI pivot yields cloud boom while ad revenues bust: Its latest earnings report points to an underlying pain point in its business model both challenged and buoyed by AI.
OpenAI, Microsoft bullish on humanoid robots: They’re in talks to invest in startup Figure AI as humanoid robots hit factory floors. Google’s research could bring the tech to maturity.
Google's Q4 in a nutshell: The search giant had strong overall earnings with a slight ad revenue miss, bolstered by cloud success and generative AI innovation.
Microsoft’s big quarter: As the company emerges as an AI frontrunner, it needs to translate these advancements into opportunities to increase its ad revenues.