Explainer

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 suffered

Google launched Gemini 3 this week, its most powerful AI model yet, with a suite of new features designed to keep it at the forefront of the AI race. While the company touted its lead on industry benchmarks, the most radical and potentially disruptive new feature wasn't about

The semiconductor industry has officially entered a new "supercycle," and the evidence is in the numbers. Recent third-quarter earnings reports from memory chip giants Samsung and SK Hynix show their inventories have fallen to record lows, causing prices for both specialized and general-purpose memory to surge. The driving

Google just announced a major AI upgrade for Google Maps, integrating its powerful Gemini model to create a "hands-free, conversational driving experience." The new features, which include landmark-based navigation and proactive traffic alerts, are being positioned as helpful, incremental improvements. But a closer look reveals a far more

In a massive and previously under-the-radar spending spree, Microsoft has committed over $60 billion to a new category of specialized data center companies called "neoclouds." The news comes just a week after CEO Satya Nadella's candid admission that his biggest problem isn't a shortage

Google just announced a major AI upgrade for its Google Finance platform, rolling out a new feature called "Deep Search." This isn't just another chatbot integration; it's a powerful research tool that uses advanced Gemini models to analyze hundreds of sources and produce a

Google's parent company, Alphabet, just reported a blowout third quarter, smashing revenue expectations and hitting a symbolic milestone of over $100 billion in quarterly sales for the first time. Its Cloud division grew a staggering 34%, fueled by insatiable demand for its AI services. But behind these triumphant

OpenAI, the company that ignited the global AI revolution, just completed a complex corporate restructuring, giving its key backer, Microsoft, a massive 27% stake worth an estimated $135 billion. The deal officially transforms the ChatGPT maker from its quirky, non-profit-controlled origins into a more conventional for-profit entity, clearing the path

Nvidia just announced a major partnership with Palantir Technologies, the data analytics firm famous for its secretive work with defense and intelligence agencies. The deal will deeply integrate Nvidia's AI chips and software into Palantir's platform to help large corporations tackle brutally complex problems like global

Meta's stock tumbled after it reported third-quarter earnings this week. While a surprise $16 billion one-time tax charge pummeled its reported profit, the real source of Wall Street's anxiety was a single phrase from CEO Mark Zuckerberg: a plan to "aggressively front-load building capacity"