OpenAI publicly released its GPT-5.6 model family on Thursday after receiving Trump administration approval, introducing three tiers and a new enterprise.
Microsoft replaces OpenAI and Anthropic with its own MAI models in Excel and Outlook to slash AI infrastructure costs.
Apollo economist Torsten Slok says stagnant profit margins outside the Magnificent 7 threaten Big Tech's premium valuations.
Microsoft eliminated 4,800 positions, with Xbox absorbing 3,200 cuts and divesting five studios in its biggest restructuring ever.
Microsoft committed $2.5 billion and 6,000 engineers to a new Frontier subsidiary aimed at helping enterprises deploy AI tools at scale.
OpenAI proposes giving the U.S. government a 5% equity stake worth $42.6 billion to ease political pressure and share AI profits.
Meta is building a cloud infrastructure business to sell AI compute power and models, directly challenging AWS, Google Cloud, and Microsoft Azure.
AI revenue hit $25 billion and began exceeding data center depreciation costs for Meta, Alphabet, and Microsoft in mid-2026.
Microsoft and Chevron signed a 20-year agreement to power a 2.67-gigawatt West Texas data center using natural gas, with operations targeted for 2028.
US regulators ordered six major grid operators to fast-track data center interconnections as AI power demand surges.
