Software

CNBC
OpenAI takes stake in Thrive Holdings to help accelerate enterprise AI adoption
OpenAI will embed engineering, research and product teams within Thrive Holding's companies.
CNBC
Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership
The two companies are partnering to accelerate computing and AI engineering solutions.
Bloomberg
Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock
Nvidia Corp. invested $2 billion in chip-design software maker Synopsys Inc. as part of a broader engineering and design tie-up, aiming to infuse its AI-computing technology into more industries.
Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock
Bloomberg
Cyber Monday US Spending Growth Seen Lagging Europe Amid Tariffs
Cyber Monday spending will grow much more slowly in the US than Europe, a new phenomenon that reflects the impact of President Donald Trump’s trade war and aggressive interest rate cuts by the European Central Bank, according to an estimate released Monday by Salesforce Inc.
Cyber Monday US Spending Growth Seen Lagging Europe Amid Tariffs
ARPU
Enterprise SaaS and AI Narrative
Programming note: We've just released our thematic report: Google's TPU and the New Economics of AI Deployment. It's an 18-page analysis deconstructing how Google is breaking Nvidia's monopoly on AI compute by exploiting the market's shift
Bloomberg
Airbus Says Vast Majority of A320 Jets Received Modification
Airbus SE said the vast majority of the about 6,000 A320-family aircraft impacted by a software glitch have received the necessary modification over the weekend, helping the European planemaker sidestep a wider disruption in what has become the company’s largest recall to date.
Airbus Says Vast Majority of A320 Jets Received Modification
Bloomberg
Norway’s $2.1 Trillion Fund Backs Microsoft in Human Rights Vote
Norway’s $2.1 trillion sovereign wealth fund is backing Microsoft Corp. in a controversial case involving its human rights vetting processes.
Norway’s $2.1 Trillion Fund Backs Microsoft in Human Rights Vote
CNBC
Coursera CEO's top tips for grads to stay competitive as AI takes jobs - CNBC
With entry-level jobs declining as employers continue to deploy AI, Coursera's CEO has shared his top tips for graduates to stay competitive in...
Bloomberg
Airlines Limit Disruptions from Airbus A320 Software Glitch
Airlines across the world raced to keep their fleet operating after a major software glitch forced an urgent update for Airbus SE’s most widely flown aircraft, with the rapid response avoiding a major meltdown during a crucial holiday-travel season.
Airlines Limit Disruptions from Airbus A320 Software Glitch
Bloomberg
A320 Software Issue Grounds Planes in Australia, New Zealand
Airbus SE’s warning that thousands of its A320 jets need an urgent software upgrade grounded aircraft in Australia and New Zealand on Saturday, causing travel delays.
A320 Software Issue Grounds Planes in Australia, New Zealand
CNBC
Palantir has worst month in two years as AI stocks selloff
Palantir posted strong third-quarter earnings, but shares dropped 16% this month on valuation concerns and a short position from Michael Burry.
Bloomberg
Airbus Warns A320 Fleet Needs Software Fix After Incident
Airbus SE cautioned that more than half of its active A320 jetliner family fleet will need a software fix after a recent incident involving a JetBlue Airways Corp. airliner revealed that “intense solar radiation” could corrupt data that helps maintain functioning flight controls.
Airbus Warns A320 Fleet Needs Software Fix After Incident
Bloomberg
Nu, Revolut Lead Fintech Quest for Mexico’s Middle-Class Wealth
Hard-won banking licenses allow new entrants to pursue payroll deposits
Nu, Revolut Lead Fintech Quest for Mexico’s Middle-Class Wealth
SCMP
Alibaba Cloud team wins top AI award for breakthrough in model efficiency
A research team led by Alibaba Cloud was the only group from China to receive a top award at this year’s NeurIPS, or the Conference on Neural Information Processing Systems, billed as the artificial intelligence industry’s most prestigious annual event. The research could lead to drastic improvements in the efficiency of large language models (LLMs), significantly reducing both training and inference costs for Alibaba Group Holding’s next generation of Qwen models without sacrificing...
ARPU
Google's TPU Yard Sale
Google's Chips vs. Nvidia's MarginGoogle and Meta have long been fierce rivals in the world of digital advertising. They fight for every second of user attention and every cent of marketing budget. But in the basement of the internet—the data center—they
CNBC
How Google put together the pieces for its AI comeback
The company's Gemini 3 and Ironwood AI chip are driving Wall Street's excitement behind Alphabet's AI comeback, but challenges remain.
SCMP
Baidu cuts jobs, restructures AI teams after loss-making quarter
Chinese tech giant Baidu is cutting an undisclosed number of jobs across major divisions and restructuring artificial intelligence teams, as the company moves to streamline operations following a loss-making quarter, according to multiple sources. Baidu has axed staff in Beijing, Shanghai and Guangzhou, affecting multiple major business units from its mobile ecosystem group, which includes its bread-and-butter search business, to intelligent cloud and technology platform groups, according to...
ARPU
Why Are Epic Games and Other Customers Leaving Amazon for Google?
For years, Amazon Web Services (AWS) has been the go-to utility for internet-scale computing—the place where businesses rent as much power as they need, on demand. But in the summer of 2025, that seemingly infinite supply hit hard limits.Internal documents obtained by Business Insider reveal that AWS
CNBC
Workday shares sink on subscription revenue guidance concerns
Workday shares fell as analysts lowered their price targets for the software maker after the company revised its full-year subscription revenue forecast.
Reuters
Dell bets on rising AI server demand to forecast higher growth - Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. Its strong forecasts comes...
Reuters
HP to cut about 6,000 jobs by 2028, ramps up AI efforts | Reuters
Shares of the Palo Alto, California-based company fell 5.5% in extended trading. Get a daily digest of breaking business news straight to your inbox...
Bloomberg
Italy Nears Sale of PagoPa E-Pay to State Firms for €500 Million
Italy’s Finance Ministry is near agreement to sell digital-payments platform PagoPa to two state-controlled companies for as much as €500 million ($579 million), advancing the government’s push to streamline digital assets, according to people familiar with the matter.
Italy Nears Sale of PagoPa E-Pay to State Firms for €500 Million
ARPU
The Disposable Interface
Infinite App StoreThe primary way we interact with computers is through "apps." In essence, an app is a durable tool you acquire and keep on your phone or desktop. If you want to calculate a mortgage, you get a mortgage calculator app. If you want to play
SCMP
Alibaba to lead AI capital spending among Chinese firms amid strong demand
E-commerce giant Alibaba Group Holding expects to stay ahead of its Chinese Big Tech peers in artificial intelligence-related capital expenditure, as the firm’s AI and cloud computing unit posted its fourth consecutive quarter of double-digit revenue growth. Alibaba Cloud on Tuesday reported a 34 per cent year-on-year revenue growth to 39.8 billion yuan (US$5.6 billion) in the three months ended September 30, as the Hangzhou-based parent’s overall revenue in its financial second quarter reached...
Reuters
Alphabet on pace to hit $4 trillion market value as AI gains momentum | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. The search and ad tech giant...
CNBC
Workday stock slips on light quarterly margin guidance
Workday shares slid more than 5% in extended trading Tuesday after the company issued quarterly margin guidance that came in below Wall Street projections.
CNBC
Dell misses on revenue, offers strong forecast driven by AI sales
Dell is an important bellwether for the health of the AI infrastructure industry as one of the top vendors for systems based around Nvidia graphics processors.
Reuters
Amazon pushes in-house AI coding tool Kiro over competitors', memo shows | Reuters
In the memo, posted to Amazon's internal news site, the company said, "While we continue to support existing tools in use today, we do not plan to...
CNBC
A third high-profile tech leader is leaving GM as part of a software-product restructuring
GM is combining its vehicle software engineering and global product units under one organization, led by new Chief Product Officer Sterling Anderson.
Bloomberg
HP Announces Job Cuts as Profit Outlook Misses Estimates
HP Inc. gave a profit outlook for current year that fell short of estimates and the company said it will cut 4,000 to 6,000 employees through fiscal 2028 by using more AI tools.
HP Announces Job Cuts as Profit Outlook Misses Estimates