Software

Reuters
Amazon shakes up AI team as veteran Prasad leaves, DeSantis promoted | Reuters
... AI models, custom silicon and quantum computing ... Reuters, the news and media division of Thomson Reuters, is the world's...
CNBC
CNBC Daily Open: Concerns over Oracle's debt spill over into its projects
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."
TechCrunch
Mozilla's new CEO says AI is coming to Firefox, but will remain a choice | TechCrunch
Mozilla will be investing in AI and will add AI features to Firefox ... News of the app's launch was first reported by Bloomberg. Of course...
CNBC
Coinbase adds prediction markets and stock trading in push to be one-stop trading app
Coinbase is expanding into stocks, advanced trading, prediction markets, and new tools for businesses, developers, and automated financial guidance.
CNBC
Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center
The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
CNBC
Amazon says AI chief Rohit Prasad is leaving, Peter DeSantis to lead 'AGI' group
Rohit Prasad, a top Amazon executive overseeing its artificial general intelligence unit, will leave the company at the end of this year, the company confirmed.
CNBC
Oracle stock dips 5% on report Blue Owl Capital won't back $10 billion data center
The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
Bloomberg
Amazon Names New AI Chief Amid Battle to Take on Tech Rivals
Amazon.com Inc. is reorganizing teams working on artificial intelligence projects, putting a top leader from the company’s cloud division in charge of a new unit.
Amazon Names New AI Chief Amid Battle to Take on Tech Rivals
Bloomberg
First Time in 30 Years the US is Ahead of China in Tech Says Ives
Dan Ives, Global Head of Technology Research at Wedbush Securities joins Bloomberg Intelligence to discuss the latest in the tech industry. OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp. Blue Owl Capital will not back a $10 billion deal for Oracle’s next data center after negotiations stalled, according to a report by the Financial Times (Source: Bloomberg)
First Time in 30 Years the US is Ahead of China in Tech Says Ives
Bloomberg
Oracle-Blue Owl Split Over Data Center Rattles Markets Banking on AI Boom
It’s becoming clear that even the slightest hint of trouble around data centers is enough to spook investors who are banking on the artificial-intelligence boom to power equity markets and provide a wave of debt deals in 2026.
Oracle-Blue Owl Split Over Data Center Rattles Markets Banking on AI Boom
CNBC
Oracle stock dips 6% on report Blue Owl Capital won't back $10 billion data center
The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
Bloomberg
Google Releases More Efficient Gemini 3 AI Model Across Products
Alphabet Inc.’s Google is rolling out a more efficient and affordable version of its most powerful artificial intelligence model across its products, building on the company’s momentum after the successful launch of Gemini 3.
Google Releases More Efficient Gemini 3 AI Model Across Products
Bloomberg
Oracle Says Blue Owl Not in Michigan Deal, Talks on Track
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center projects for firms including Oracle and Meta Platforms Inc. in recent months.
Oracle Says Blue Owl Not in Michigan Deal, Talks on Track
Bloomberg
Blue Owl Won’t Back $10 Billion Oracle Data Center Deal: FT
Blue Owl Capital will not back a $10 billion deal for Oracle’s next data center after negotiations stalled, according to a report by the Financial Times. Mandeep Singh of Bloomberg Intelligence has more on Bloomberg Television. (Source: Bloomberg)
Blue Owl Won’t Back $10 Billion Oracle Data Center Deal: FT
Bloomberg
Oracle at Center of Tech’s $500 Billion AI-Fueled Rent Spree
Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined $500 billion on data center leases in the coming years, an astronomical sum that underscores the bet the industry is making on artificial intelligence.
Oracle at Center of Tech’s $500 Billion AI-Fueled Rent Spree
Bloomberg
Ex-Google CEO’s Data Center Firm Partners With Texas Landowner
A data center firm co-founded by ex-Google chief Eric Schmidt has partnered with a major Texas landowner to develop large-scale data hubs.
Ex-Google CEO’s Data Center Firm Partners With Texas Landowner
ARPU
The AI Handholding Economy
Adoption-Impact Gap We can think of enterprise AI adoption like a nationwide gym membership drive. In 2025, every company signed up. Executives touted their commitment to fitness on earnings calls. Employees logged into the app. Everyone has the membership card. The only problem is, almost nobody is getting stronger. And
Bloomberg
UK Inflation Drops, OpenAI in Talks to Raise $10B From Amazon | The Opening Trade 12/17
UK inflation slipped to its lowest level in eight months, a bigger-than-expected drop that traders saw as all but sealing an interest-rate cut at the Bank of England on Thursday. OpenAI is in initial discussions to raise at least $10 billion from Amazon and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Lizzy Burden. (Source: Bloomberg)
UK Inflation Drops, OpenAI in Talks to Raise $10B From Amazon | The Opening Trade 12/17
CNBC
Hyperscaler AI spending could slow down if Oracle shows 'discipline'
CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
The Verge
Google wants its AI assistant CC to replace your morning scroll | The Verge
Google's AI agent CC is similar to OpenAI's ChatGPT Pulse ... More in News.
Bloomberg
US Threatens to Retaliate Against EU Firms Over Digital Tax
The Trump administration threatened retaliation against the European Union in response to efforts to tax American tech companies, singling out prominent companies, including Accenture Plc, Siemens AG and Spotify Technology SA, as possible targets for new restrictions or fees.
US Threatens to Retaliate Against EU Firms Over Digital Tax
Bloomberg
OpenAI’s ChatGPT Updated to Make Images Better and Faster
OpenAI is rolling out an update to ChatGPT that’s intended to generate images better and faster, the latest move by the artificial intelligence developer to bolster its flagship chatbot amid heated competition from Alphabet Inc.’s Google.  The new version of ChatGPT Images, announced on Thursday, is designed to make and edit images more precisely, as well as to spit out pictures as much as four times faster than its previous AI image-generation model. The company is also creating a new section w
OpenAI’s ChatGPT Updated to Make Images Better and Faster
CNBC
Databricks raises capital at $134 billion valuation in latest funding round
Companies such as Databricks, SpaceX and OpenAI have reached mega valuations while staying private for longer.
Bloomberg
‘Baldur’s Gate 3’ Maker Promises ‘Divinity’ Will Be ‘Next Level’
‘I think this one is going to be way better’ than ‘Baldur’s Gate 3,’ Larian CEO Vincke says
‘Baldur’s Gate 3’ Maker Promises ‘Divinity’ Will Be ‘Next Level’
Bloomberg
Databricks Is Raising $4 Billion at $134 Billion Valuation
Databricks is raising over $4 billion in a new funding round that values the software firm at $134 billion, another example of how some tech companies are achieving massive scale without going public.
Databricks Is Raising $4 Billion at $134 Billion Valuation
Bloomberg
Mozilla Elevates Firefox Boss to CEO as Company Adapts to AI Era
Mozilla Corp. elevated the head of its Firefox web browser to chief executive officer of the company, which is trying to position itself as an independent, privacy-focused alternative to Big Tech options.
Mozilla Elevates Firefox Boss to CEO as Company Adapts to AI Era
Bloomberg
Larry Ellison Calls the Shots in Oracle’s AI Bet
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford and Drake Bennett report on Larry Ellison’s bet to return Oracle to the forefront of the tech world.
Larry Ellison Calls the Shots in Oracle’s AI Bet
Bloomberg
Gene Editing Superstars Team Up to Make Cheaper Rare Disease Cures
Gene editing has the potential to cure thousands of people suffering from devastating rare diseases. But the Nobel Prize-winning technology faces a basic math problem: It’s not profitable to spend millions of dollars making a drug that may only treat one person.
Gene Editing Superstars Team Up to Make Cheaper Rare Disease Cures
Reuters
Nvidia buys AI software provider SchedMD to expand open-source AI push | Reuters
Nvidia shares were up 1.35% after the news and an earlier announcement of new open-source AI models. SchedMD provides software that helps schedule...
CNBC
CNBC Daily Open: AI infrastructure stocks are taking a beating
The ready availability of clients means companies that provide the compute just need to make sure their finances are in order.