
When Nvidia buys shares of Meta, which buys Nvidia's chips, that isn't confidence in the future. It's a loop. Tonight's results will test the question everyone avoids: who ends up paying.
Ori Gal, Columnist / 3 min read

After their $32 billion exit to Google, Assaf Rappaport and his partners are negotiating for the franchise at a price far below the previous deal, and have approached Discount Bank about the credit card company.
Noa Sagi, Startups Correspondent / 3 min read

Investors will look for an answer to one question: is the enormous AI spending already producing revenue. Microsoft will show Azure revenue in dollars for the first time, and Google is expected to report about $128 billion in revenue.
Itai Rosen, Global Tech Correspondent / 3 min read

At Oracle AI World, the software giant announced four new AI products with OpenAI, and a deal that will make it the first major cloud provider outside Google to offer Google's chips.
Yael Barak, AI Correspondent / 3 min read

Freedman, who led fundamental research in the science group of Verily, Alphabet's life sciences company, will be responsible at the Nasdaq-listed Israeli quantum company for bridging AI and quantum technologies.
Techwire staff / 3 min read

The three companies, which plan to spend up to $600 billion this year on infrastructure, report results in the coming days. Against a market selloff and rising financing costs, investors want proof the money is coming back.
Itai Rosen, Global Tech Correspondent / 3 min read

Google Cloud's new agent works inside Gmail, Docs and Sheets, but also in Microsoft 365 and Slack. It picks a model for each task, including Anthropic's Claude.
Maya Dor, Products Correspondent / 3 min read