Yazılar

Google Cloud leads as AI spending tops $700B

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Google has emerged as the standout performer in Big Tech’s AI infrastructure race after Google Cloud posted a 63% revenue surge, sharply outpacing rivals and reshaping investor expectations.

The strong growth, driven largely by enterprise AI demand, exceeded both Microsoft Azure and Amazon cloud growth rates, reinforcing Google’s strategy of commercializing its AI stack across chips, cloud and business tools.

Across major U.S. tech giants, projected AI-related capital expenditures now exceed $700 billion this year, rising from prior estimates near $600 billion. Google raised its own spending outlook further as demand continues to outstrip available compute capacity.

The market response highlighted a growing divide: investors are increasingly rewarding companies converting AI spending into visible revenue acceleration, while punishing those where returns remain less clear.

Musk says he missed OpenAI for-profit details

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Elon Musk testified in court that he did not read the “fine print” of a 2017 term sheet discussing OpenAI’s potential shift toward a for-profit structure, during ongoing litigation over the company’s evolution.

Under cross-examination, Musk said he focused only on headline-level information and believed assurances from Sam Altman and others that OpenAI would remain fundamentally nonprofit. OpenAI’s legal team presented emails suggesting Musk had earlier exposure to internal discussions around commercialization.

Musk’s lawsuit seeks governance changes, a return to nonprofit principles and $150 billion in damages, arguing OpenAI abandoned its founding mission. OpenAI counters that restructuring was necessary to secure capital for computing power and talent.

The trial could significantly influence OpenAI’s governance, public perception and future IPO trajectory.

Box launches AI-powered Automate service

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Box is launching Box Automate, a new AI-driven workflow service designed to help businesses handle repetitive processes such as invoice management, document extraction and large-scale data processing more efficiently.

CEO Aaron Levie said the platform allows companies to deploy AI agents into operational workflows, automating tasks like extracting key invoice data, processing corporate documents and preparing decisions for human review.

Box Automate will be included across most enterprise plans, while more advanced automation tools may encourage upgrades to higher-tier offerings. The launch reflects Box’s broader strategy to evolve from cloud storage into AI-enabled enterprise infrastructure.

Levie emphasized that while AI can dramatically improve productivity, businesses still require human oversight for critical systems due to operational and security risks.