Microsoft is struggling to convince enterprises to widely adopt its AI chatbot Copilot, as many customers say it doesn’t provide enough value to justify its monthly cost. While Microsoft dominates in cloud AI infrastructure, competition from Google, OpenAI, Anthropic, and other vendors is pushing companies to consider alternatives. Despite skepticism, some major organizations like Land O’Lakes and Pearson are expanding Copilot use, and Microsoft continues to add more AI model

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Amazon launched its faster Trainium 3 AI chip, helping companies cut training costs by up to 50% and strengthening AWS’s competitiveness against Microsoft and Google. The company also revealed plans for a future Trainium4 chip that will integrate Nvidia’s NVLink Fusion technology, signaling deeper collaboration between the two firms. Amazon’s stock gained slightly, supported by strong recent performance and growing AI investments.

The IT industry is set for one of its strongest years since the mid-1990s, with AI driving a projected 10% global IT spending increase in 2026, surpassing $6 trillion. AI-focused data centers, generative AI systems, and AI-enabled software, cloud, and devices are fueling this growth, with major tech companies leading investments. While analysts caution the surge may not be indefinitely sustainable, integrating AI is increasingly essential for business competitiveness and prod

SpaceX is preparing a secondary share sale that could raise its valuation to around $800 billion, potentially surpassing OpenAI as the most valuable private company in the U.S. The surge in value is driven by SpaceX’s strong launch business and the rapid global expansion of its Starlink internet service. However, analysts caution that the valuation is not guaranteed until the sale is completed, and shifts in market demand could alter the outcome.

Nvidia has invested $2 billion in Synopsys as part of a multi-year partnership combining Nvidia’s AI computing power with Synopsys’ chip design and EDA expertise. The collaboration focuses on accelerating compute-heavy applications, advancing agentic AI engineering, and expanding cloud access for joint solutions. Both companies say the non-exclusive partnership will help address the rising complexity of next-generation intelligent systems.

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