Amazon’s cloud business is surging — and so is its capital spending
The e-commerce giant is making more money than expected from AWS but it’s also spending a lot, and will continue to do so in the near term, its chief executive said.
The Download: coding’s future, the ‘Steroid Olympics,’ and AI-driven science
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Anthropic’s Code with Claude showed off coding’s future—whether you like it or not At Anthropic’s developer event in London this week, Code with Claude, attendees were asked if they’d shipped code…
Sources: Anthropic could raise a new $50B round at a valuation of $900B
The maker of Claude has received multiple pre-emptive offers at valuations in the $850 billion to $900 billion range, according to sources familiar with the matter.
On the stand, Elon Musk can’t escape his own tweets
Elon Musk took the stand for the second day for his attempt to legally dismantle OpenAI.
Meta is still burning money on AR/VR
Meta is losing billions on Reality Labs each quarter, and its AI expenditures are only going to increase its spending.
Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal
Microsoft gets to offer OpenAI’s tech to its cloud customers and doesn’t have to pay for it. “We fully plan to exploit it,” Nadella said.
3 Marketing Tactics That Cut Through the Noise in an AI-Saturated World
AI may be changing marketing fast, but after 28 years in business and hitting an all-time high in leads last year, here’s what still wins customers.
I Lost 1 of My Businesses During an Economic Downturn. Here’s the Recession-Proofing Playbook I Wish I’d Had.
Economic downturns don’t have to spell disaster for small businesses. Learn how to strengthen your financial foundation before a recession hits.
Microsoft says it has over 20M paid Copilot users, and they really are using it
Despite the lingering perception that no one really uses Copilot, Microsoft said on Wednesday that the number of users and engagement is growing.
Google Cloud surpasses $20B but says growth was capacity-constrained
Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.
What ChatGPT Is Actually Doing When It Recommends Brands — and How to Get Included
When AI recommends a brand, it’s drawing on the same trust signals your most diligent buyers have always used. Understanding that changes everything about how you build visibility.