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Oracle Chairman Larry Ellison with former Microsoft chair Bill Gates. Photo via Getty

Oracle’s Answer to the SaaS Slump: Free AI Features

By Kevin McLaughlin · Mar 12, 2026 2:39pm PDT

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this week cited how businesses can use Oracle’s AI tools as evidence that Oracle is immune to the so-called Saaspocalpyse. On an earnings call... Investors’ fears that AI could dampen spending on traditional business applications have wreaked...

A man wears a lobster hat that represents OpenClaw at Baidu's headquarters in Beijing. Photo by Adek Berry/ Getty Images)

Nvidia, Startups Race to Make OpenClaw Safer to Use

By Stephanie Palazzolo · Mar 12, 2026 7:00am PDT

Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using personal computers, has been tempered by a number of embarrassing security snafus, such as when OpenClaw started mass-deleting emails from Meta alignment director Summer Yue’s inbox.In China, where developers are arguably even more enthusiastic about... Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using...

Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT

If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has plenty of money to spare, particularly if you’re in business with him in some way. Nvidia’s announcement on Wednesday that it was putting $2 billion into Nebius, a European AI data center developer, was the fourth investment in a business partner... If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has...

Photo of the Stargate data center in Abilene, Texas by Getty Images. Art by Mike Sullivan.

Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away

By Anissa Gardizy and Miles Kruppa · Mar 11, 2026 11:36am PDT

Photo of the Stargate data center in Abilene, Texas by Getty Images. Art by Mike Sullivan.

Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away

By Anissa Gardizy and Miles Kruppa · Mar 11, 2026 11:36am PDT

Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the same opportunity, according to a person with direct knowledge of the discussions and another person briefed about it. Meta Platforms is also in talks... Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a...

Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.

Oracle’s Upbeat Quarter Calms Investors

By Martin Peers · Mar 10, 2026 5:00pm PDT

Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm, which has become a focal point for investors’ anxiety about AI-related spending, reported slightly better than projected revenue for its February quarter. More importantly, for the second time in two quarters, it raised its revenue projection for... Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm,...

Photo by Gabby Jones/ Getty Images

What Quince’s $10 Billion-Valuation Round Says About Consumer Investing

By Katie Roof · Mar 10, 2026 4:24pm PDT

Is investing in consumer startups back? Well, it’s back from the dead.When we broke the news of fashion e-tailer Quince’s $10 billion valuation last week, I thought maybe I was back in 2021. It wasn’t long ago that direct-to-consumer brands like Warby Parker and Daily Harvest and more were raking in investment dollars. But following some... Is investing in consumer startups back? Well, it’s back from the dead.When we broke the news of...

Judson Althoff, CEO of Microsoft's commercial business. David Paul Morris/Bloomberg via Getty Images.

Microsoft Doubles Down on Seat-Based Pricing For AI

By Aaron Holmes · Mar 10, 2026 10:30am PDT

Microsoft appears to be betting that its tried-and-true subscription pricing model for software is here to stay, even in the era of AI agents that run 24/7, and that customers will be OK with ever-higher prices.Microsoft on Monday announced a new AI subscription bundle that combines Office 365 and with 365 Copilot, a suite of AI tools for... Microsoft appears to be betting that its tried-and-true subscription pricing model for software...

The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments

The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.

AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments

Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...

Pete Hegseth, left, and Dario Amodei. Photos by Getty.

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT

Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...

Photo by Prakash Singh/Getty Images

Sundar Pichai’s Near-Billionaire Status; Oracle in Spotlight

By Martin Peers · Mar 8, 2026 4:00pm PDT

Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock compensation—and he’s only likely to get richer. Alphabet revealed in a securities filing late Friday that it had awarded him several new grants of stock, to vest over the next three years, which could potentially be worth nearly $700 million. We... Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock...

A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.

Iran War Imperils $300 Billion in Gulf AI Spending

By Miles Kruppa · Mar 8, 2026 8:00am PDT

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAE and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects,... The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data...

Photo by Cosmin Serban

Anthropic Steals the Limelight at Morgan Stanley’s Tech Conference

By Valida Pau · Mar 5, 2026 5:15pm PST

Photo by Cosmin Serban

Anthropic Steals the Limelight at Morgan Stanley’s Tech Conference

By Valida Pau · Mar 5, 2026 5:15pm PST

I’ve spent the last week talking to people who are in town for Morgan Stanley’s annual technology, media and telecom conference at the Palace Hotel this week. Even before the fireworks last week between the Pentagon and Anthropic, the gathering was sure to be buzzy, given the lineup of richly valued private startups—including OpenAI and... I’ve spent the last week talking to people who are in town for Morgan Stanley’s annual...

Spencer Platt/Getty Images.

OpenAI’s Shopping Glitch

By Martin Peers · Mar 5, 2026 5:00pm PST

This wasn’t a fun day on Wall Street—the S&P 500 fell 0.5%—but one group of stocks bucked the downward trend. That would be those of several travel-booking and food-delivery firms, such as DoorDash, Booking Holdings and Expedia, which climbed between 3% and 13%. One likely reason is OpenAI’s astounding retreat from offering shopping directly... This wasn’t a fun day on Wall Street—the S&P 500 fell 0.5%—but one group of stocks bucked the...

Art via Getty Images

OpenAI Develops a ‘Bidirectional’ Audio Model to Boost Voice Assistants

By Stephanie Palazzolo · Mar 5, 2026 7:00am PST

Wow, what a day of news! In case you missed it (which would have been difficult), we broke a number of stories yesterday regarding OpenAI and Anthropic. Most memorable was this piece about the fiery, 1,600-word memo Anthropic CEO Dario Amodei penned to staff last Friday criticizing the OpenAI-Pentagon deal. (You can check out the full memo... Wow, what a day of news! In case you missed it (which would have been difficult), we broke a...

What Anthropic Stands to Gain From Pentagon Stance

What Anthropic Stands to Gain From Pentagon Stance

By Martin Peers · Mar 2, 2026 5:05pm PST

Could fighting with the Pentagon be the best thing that ever happened to Anthropic? On Friday, Defense Secretary Pete Hegseth’s designation of Anthropic as a “supply chain risk” looked like it could pose an existential threat to the AI firm. Not only could it lose customers, but, depending on how broadly the designation is interpreted, it could... Could fighting with the Pentagon be the best thing that ever happened to Anthropic? On Friday,...

Art by Shane Burke

AI Spurs Shockingly Big Plans for Extra-High-Voltage Power Lines

By Ann Davis Vaughan · Mar 2, 2026 8:00am PST · 1 comment

Art by Shane Burke

AI Infrastructure

AI Spurs Shockingly Big Plans for Extra-High-Voltage Power Lines

By Ann Davis Vaughan · Mar 2, 2026 8:00am PST · 1 comment

The AI boom is catalyzing the build-out of some of the biggest, baddest power lines this country has ever seen. These extra-high-voltage wires can carry up to six times the power of other big lines, and they’re one of the only feasible ways to accommodate multigigawatt data centers on a crowded grid.In the last few months, grid authorities in... The AI boom is catalyzing the build-out of some of the biggest, baddest power lines this country...