Software

CNBC
OpenAI temporarily blocked from using 'Cameo' after trademark lawsuit
Video app Cameo secured a temporary restraining order against OpenAI, preventing the usage of the word "cameo" for any Sora-related features or functions.
CNBC
Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation
Anthropic says its new Claude Opus 4.5 excels at coding, using computers and assisting users with complex enterprise tasks.
Reuters
Amazon pledges up to $50 billion to expand AI, supercomputing for US government
The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here. AWS cloud regions for U.S....
CNBC
Amazon to spend up to $50 billion on AI infrastructure for U.S. government
The project will add 1.3 gigawatts of capacity across new data centers, with Amazon expected to break ground in 2026.
Bloomberg
Amazon to Spend $50 Billion to Expand AI Services to US Agencies
Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities.
Amazon to Spend $50 Billion to Expand AI Services to US Agencies
Bloomberg
SAP Employee Trust in Leadership Falters After Restructuring
The executive board of SAP SE, Europe’s most valuable software company, is facing declining employee trust following recent job cuts and organizational restructuring, underscoring growing concerns about its senior leadership.
SAP Employee Trust in Leadership Falters After Restructuring
CNBC
Amazon starts letting businesses test rebranded Leo satellite service as it plays catchup to Musk's Starlink
Earlier this month, Amazon renamed its satellite internet offering from Project Kuiper to Amazon Leo as it works toward a broader commercial rollout.
Bloomberg
Amazon Satellite Internet Service Begins Previews for Businesses
Amazon Leo, the recently rebranded satellite-internet system meant to rival SpaceX’s Starlink, has begun previewing its service for a select group of customers, ahead of a wider public rollout planned for next year.
Amazon Satellite Internet Service Begins Previews for Businesses
Bloomberg
Google’s Having the AI Build the UI in Latest Gemini Update
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Austin Carr looks at Google’s decision to outsource interface design to its ever-evolving Gemini tools.
Google’s Having the AI Build the UI in Latest Gemini Update
ARPU
Microsoft's $30 Billion Round Trip
Programming note: We've just released our new thematic report: Enterprise AI Monetization: 2025 Scorecard. It's a 24-page analysis deconstructing how software giants are winning the AI revenue race—and who is falling behind. Access a free copy here.The Infinite Cash GlitchIf you loan
Bloomberg
Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show
Amazon.com Inc.’s data center operation is much larger than commonly understood, totaling more than 900 facilities in more than 50 countries, according to documents reviewed by Bloomberg and investigative website SourceMaterial.
Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show
SCMP
Alibaba’s Qwen chatbot sets record by topping 10 million downloads in debut week
Alibaba Group Holding’s new multipurpose artificial intelligence app, Qwen, recorded more than 10 million downloads in the first week of its public beta launch, faster than OpenAI’s ChatGPT or DeepSeek, the company said on Monday. The strong debut of Qwen, launched last week, augured well for the Chinese tech conglomerate’s efforts to establish a major AI assistant that would rival the performance of Google’s Gemini chatbot and ChatGPT, both of which are not available in mainland China. The Hong...
Bloomberg
Ubisoft Jumps After Tencent Completes €1.16 Billion Investment
Ubisoft Entertainment SA’s shares jumped by the most in nearly a year after the company closed a deal with Tencent Holdings Ltd. for an investment in Vantage Studios, a unit carved out for its Assassin’s Creed, Far Cry and Tom Clancy’s Rainbow Six franchises.
Ubisoft Jumps After Tencent Completes €1.16 Billion Investment
Bloomberg
Banks, FBI Assessing Hack of Real Estate Finance Tech Vendor
The hack of a technology vendor for real estate financiers left major American banks and mortgage lenders working Sunday to assess whether they were affected by the data breach.
Banks, FBI Assessing Hack of Real Estate Finance Tech Vendor
CNBC
More companies are shifting workers to passwordless authentication
Both workers and business leaders are tired of device passwords. More companies are doing away with them and, in the process, improving cybersecurity.
Bloomberg
Apple iOS 27 to Be No-Frills ‘Snow Leopard’ Update, Other Than New AI
Apple’s next major iPhone software update — iOS 27 — will have two major elements: quality improvements and artificial intelligence features. Also: The report on Tim Cook’s imminent departure as CEO is premature, and OpenAI continues poaching Apple engineers. Lastly, the iPhone Air designer who introduced the device has left the company.
Apple iOS 27 to Be No-Frills ‘Snow Leopard’ Update, Other Than New AI
CNBC
Microsoft faces uphill climb to turn enterprise dominance into widespread AI chatbot adoption
At Microsoft's annual Ignite conference this week, IT buyers explained why Microsoft isn't seeing runaway success with its Copilot AI assistant.
SCMP
Ant Group’s vibe coding app hits 1 million downloads in just 4 days
Ant Group’s new “vibe coding” artificial intelligence app LingGuang has overwhelmed servers after user downloads surpassed 1 million in just four days, hitting the milestone faster than OpenAI’s ChatGPT and Sora, according to the Chinese fintech giant. The app’s innovative functionality of generating applications in response to users’ text prompts was temporarily suspended on Thursday evening, with the company attributing the issue to excessive usage in a post on Weibo. As of Saturday, LingGuang...
Reuters
Figma sued for allegedly misusing customer data for AI training - Reuters
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Bloomberg.com
Don't Expect AI To Disrupt Google's Monopoly on Search - Bloomberg.com
... AI chatbot in February 2023 — which led the company's stock to ... Provide news feedback or report an error · Site feedback: Take our Survey.
The Verge
Google denies 'misleading' reports of Gmail using your emails to train AI | The Verge
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Bloomberg
Canva’s Obrecht Says Firm Eyeing IPO in ‘Next Couple of Years’
Canva Inc., Australia’s most high profile startup, has had a surge in users of its new product suite as it builds toward listing as a public company, one of its founders said.
Canva’s Obrecht Says Firm Eyeing IPO in ‘Next Couple of Years’
Bloomberg.com
Meta Looks to Power Trading to Support Its AI Energy Needs - Bloomberg.com
... AI systems that use massive amounts of electricity. Meta ... Provide news feedback or report an error · Site feedback: Take our Survey.
Bloomberg
Canva Prepares for 'Probably Imminent' IPO
Canva COO Cliff Obrecht discusses the design company’s product rollouts and how it’s been building out its leadership as it prepares to go public in the near future. Obrecht joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)
Canva Prepares for 'Probably Imminent' IPO
Bloomberg
Meta Enters Power Trading to Support Its AI Expansion
Meta is entering the power trading market to help support its AI expansion, hoping to help plant developers by committing to long-term energy contracts. Bloomberg's Riley Griffin discusses the plan with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)
Meta Enters Power Trading to Support Its AI Expansion
Bloomberg
Google Judge Signals Concerns Over DOJ-Backed Ad Exchange Sale
The judge overseeing the US Justice Department’s antitrust case over Google’s ad tech monopolies said she is concerned about how long a forced sale of the company’s advertising exchange might take and whether appropriate buyers can be identified.
Google Judge Signals Concerns Over DOJ-Backed Ad Exchange Sale
Reuters
Jitters over AI spending set to grow as US tech giants flood bond market ​ | Reuters
... news. Sign up here. Since September, public bond issuance by four of the major cloud computing and AI platform companies known as "hyperscalers...
CNBC
Amazon cut more than 1,800 engineers in record layoffs, despite saying it needs to innovate faster
Nearly 40% of the roughly 4,700 positions Amazon eliminated across Washington, New York, New Jersey and California were engineering jobs.
CNBC
Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.
Bloomberg
US Stocks Climb With Alphabet, Apple Powering Tech Sector Higher
The S&P 500 Index posted its broadest daily advance since May as Alphabet Inc. and Apple Inc. lifted indexes, a signal of confidence amid persistent worries around Big Tech valuations.
US Stocks Climb With Alphabet, Apple Powering Tech Sector Higher