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Meta Raises 2026 AI Spend to $125–$145 Billion and Cuts Thousands of Jobs

Spending is being directed to custom chips and massive data centers, raising questions about when AI will generate direct revenue.

1Password Launches Unified Access for AI Agent and Machine Identity Security

Cloudflare Jumps After Q4 Beat and Higher Sales Outlook on AI-Fueled Demand

Richtech Robotics Partners With Microsoft to Infuse Azure Agentic AI Into ADAM

Alibaba’s Qwen-3 Completes First In-Orbit Run of a General AI Model on Adaspace Satellites

Baidu Begins Broad Layoffs Across Units After Quarterly Loss

Cloudflare to Acquire Replicate, Bringing 50,000+ AI Models to Workers AI

Oracle and Google Integrate Gemini AI into Oracle Cloud Services

Analysts Raise Alphabet Price Targets Citing AI Cloud Momentum