
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

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

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

The software giant is cutting costs amid enormous AI spending. The offer applies to employees in the US, Canada, the UK and India, who must decide by early December. In Israel, about 50 Copilot Studio employees were called to pre-dismissal hearings.
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