Craig Hale

Investors are largely optimistic about AI, but they share some of the same concerns as the general public.

Amazon's $35 billion commitment is more than what Google and Microsoft have pledged, combined.

Nvidia can do some business with China via H200 exports, but Blackwell and Rubin are still banned.

IBM is set to buy Confluent for around 34% more than it was worth according to previous share prices.

LinkedIn hits 100 million verified accounts on its platform, but the goal is to verify everyone.

After being hit with a €200 million DMA fine in the EU, Meta has agreed to change its ads policy.

The number of Apple execs leaving the company continues to rise, but most are being replaced.

The US government wants to ensure that apps like ICEBlock don’t make it to online app stores.

Some housing projects in London have been delayed due to data center electricity demand.

The European Commission has fined X €120 million for three separate issues, including the blue checkmark.

Europe (and Italy) is worried about WhatsApp’s AI policy and its effects on competition.

Cisco says we need to focus on giving everyone AI skills and opportunities, not just rolling it out quickly.

Microsoft is increasing M365/O365 prices for business/government customers, but not without merit.

Intel wants to keep its networking and communications business after all.

Tech companies need to make calculated, strategic decisions about AI’s next phases.

Microsoft says it hasn’t lowered AI sales targets, and Azure revenue is up 40% year-over-year.

Proton Drive now has Docs and Sheets to ensure maximum data security across key workflows.

Any business can now build its own AI agents with natural-language prompts, powered by Gemini 3.

Trump says state-level AI regulations are hampering US growth as Chinese competition intensifies.

OpenAI’s $100 billion deal with Nvidia is a headline-grabber, but Nvidia says it’s still unconfirmed.

Retailers are using agentic AI for customer service, but it holds the key to unlocking impactful data insights.

Amazon and Nvidia hardware can be installed within a customer’s own facility with AI Factories.

Apple’s ML and AI Strategy SVP is leaving next year, but ex-Microsoft AI VP Amar Subramanya is joining.

The European Court of Justice says the Netherlands can go after Apple over its App Store commissions.

Instagram workers given a February 2026 deadline to return to the office five days per week.