Software

Reuters
Alphabet on pace to hit $4 trillion market value as AI gains momentum | Reuters
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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
AI Firm Accuses SAP of Stealing Supply-Chain Trade Secrets
SAP SE was sued by supply-chain artificial intelligence firm o9 Solutions Inc., which claimed three of its former executives stole trade secrets for the European software giant.
AI Firm Accuses SAP of Stealing Supply-Chain Trade Secrets
Bloomberg.com
Google's Having the AI Build the UI in Latest Gemini Update - Bloomberg.com
The Trump administration has talked internally about letting Nvidia sell its H200 AI chips in China. ... Power On for Apple scoops, consumer tech news...
Bloomberg
Poland to Present Plan for Digital Services Tax in Early 2026
Poland is drafting legislation to tax online platforms, seeking to level the playing field for local firms whose foreign competitors aren’t subject to levies in the east European country.
Poland to Present Plan for Digital Services Tax in Early 2026
CNBC
Alibaba shares rise as AI drives 34% cloud sales jump
Alibaba reported a 34% year-on-year rise in cloud computing revenue to 39.8 billion yuan.
SCMP
AI Singapore picks Alibaba’s Qwen to drive new regional language model
AI Singapore (AISG) – a national programme by the city state of Singapore to accelerate the adoption of artificial intelligence – has chosen to base its latest large language model on Alibaba’s Qwen, in a significant win for the Chinese technology giant as it promotes its AI services in Southeast Asia. AI Singapore, designed to enhance the city state’s national AI capabilities, had released a new model, Qwen-SEA-LION-v4, based on Alibaba’s Qwen3-32B foundation model to better address the...
SCMP
Alibaba posts 5% rise in quarterly revenue on AI, cloud momentum
Alibaba Group Holding, China’s e-commerce and cloud computing giant, on Tuesday reported a better-than-expected 5 per cent increase in revenue for the September quarter, as its cloud and artificial intelligence businesses continued to gain momentum. Total revenue for the Hangzhou-based company reached 247.8 billion yuan (US$34.8 billion) for its financial second quarter ended September 30, beating the consensus estimate of 245.2 billion yuan by Bloomberg-polled analysts. That was more than the 2...
Bloomberg
Alibaba’s AI Arm Surges 34% Though Big Spending Slashes Profit
Alibaba Group Holding Ltd. posted better-than-projected 34% growth in its cloud business, offsetting a plunge in profit after the company unleashed spending on consumer subsidies and data centers to ride an AI boom.
Alibaba’s AI Arm Surges 34% Though Big Spending Slashes Profit
Bloomberg
Alphabet AI Chips, Gemini Model Position It to Rival Nvidia
A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the search giant is making headway in efforts to rival Nvidia Corp.’s bestselling AI accelerator.
Alphabet AI Chips, Gemini Model Position It to Rival Nvidia
Reuters
Tech companies tap debt markets to fund AI and cloud expansion | Reuters
The six-part offering drew $80 billion in demand, according to Bloomberg News.
CNBC
CNBC Daily Open: Alphabet to omega in AI?
Alphabet on Monday may have brought about alpha but letting it be the omega as well could pose problems for investors.
Bloomberg
Zoom Jumps After Strong Sales Provide Bright Sign for New Tools
Zoom Communications Inc. shares jumped the most in almost three years after the software maker reported quarterly revenue gains that signaled more customers are using its expanded suite of business tools.
Zoom Jumps After Strong Sales Provide Bright Sign for New Tools
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