Orange is building a €3bn French data centre business, funded from New Zealand
Orange is building a €3bn French data centre business, funded from New Zealand

Orange and Morrison announced an exclusivity agreement on Monday to create a jointly controlled data centre company in France, backed by a €3 billion investment programme combining Orange assets, Morrison equity, and debt. The venture targets 400 megaw…

Nadella won’t call it a bubble. He’ll only say how it ends badly.
Nadella won’t call it a bubble. He’ll only say how it ends badly.

Fareed Zakaria opened with the question everyone is circling. Are we in an AI bubble, and has it begun to deflate? OpenAI has promised to spend hundreds of billions while making a fraction of that, he noted. The maths does not add up. Nadella did not p…

A million words costs $50 from Anthropic and 87 cents from DeepSeek. Corporate America noticed.
A million words costs $50 from Anthropic and 87 cents from DeepSeek. Corporate America noticed.

Roughly 750,000 words of AI output costs $50 if you buy it from Anthropic’s Fable. The same volume from DeepSeek’s V4-Pro costs about 87 cents, Fortune reported. Z.AI’s GLM-5.2 charges $4.40. Moonshot’s Kimi K3, pricey by Chinese standards, charges $15…

SAP’s cloud is still booming, and that was enough to calm the AI-doom fears
SAP’s cloud is still booming, and that was enough to calm the AI-doom fears

SAP gave investors the number they wanted. Europe’s biggest software company said cloud revenue grew 22% to €6.28 billion in the second quarter, beating forecasts, SAP announced. Its cloud backlog, a measure of future sales, jumped 26%. The stock rose …

AppLovin Backs Velocity As The AI Industry Looks Beyond Subscriptions For Growth
AppLovin Backs Velocity As The AI Industry Looks Beyond Subscriptions For Growth

The artificial intelligence industry has no shortage of users. The harder problem is turning that usage into a sustainable business. As generative AI applications spread across consumer and enterprise markets, developers are confronting an unusual comb…

Jack Dorsey’s Block takes on Slack with Buzz, a workspace for humans and AI agents
Jack Dorsey’s Block takes on Slack with Buzz, a workspace for humans and AI agents

Jack Dorsey’s Block wants to take on Slack. The twist is that the workforce it is building for is half machine. Its new app, Buzz, is an open-source workspace where humans and AI agents share the same channels, and every agent carries its own portable …

Google and Ford are funding a push into the trades, the jobs their AI can’t do
Google and Ford are funding a push into the trades, the jobs their AI can’t do

The four companies announced the Alliance for America’s Skilled Trades on Tuesday. The pitch is a labour shortage. The subtext is harder to miss. The number behind it Employers cannot find enough electricians, technicians, and builders. The alliance pu…

A British AI lab signed up Nvidia, Meta and Samsung to invent materials that don’t exist yet
A British AI lab signed up Nvidia, Meta and Samsung to invent materials that don’t exist yet

A two-year-old British AI lab wants to build the search engine for materials that do not exist yet. On Monday it gathered an unusual crowd to help. Cambridge-based CuspAI launched the AI Materials Foundry, a coalition of more than 45 companies and rese…

While everyone builds chatbots, SAP just closed a €1bn-plus bet on AI that understands your spreadsheets
While everyone builds chatbots, SAP just closed a €1bn-plus bet on AI that understands your spreadsheets

The AI industry is obsessed with models that write and talk. SAP has just completed a large bet on a different kind entirely, one built for structured data, as its acquisition of Prior Labs closed. The deal is now done, with regulatory approvals secure…

Airbus is moving its most critical apps off AWS to a French cloud
Airbus is moving its most critical apps off AWS to a French cloud

Airbus is pulling some of its most sensitive systems off Amazon Web Services and onto a European cloud. The aerospace group has picked French provider Scaleway to host them, Scaleway said. The move covers the applications Airbus needs to keep running a…