Tech
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Rani Molla

Google may not just power Apple’s Siri — it could host it, too

Apple has asked Google to look into running the upcoming AI Siri on its servers, The Information reports, following a previous agreement for Google’s Gemini model to underpin the new Siri in the first place.

Apple’s reliance on third parties for AI and cloud computing has helped it keep spending lower than its peers. But it also deepens the company’s dependence on rivals for critical AI infrastructure. Apple already relies heavily on Google and Amazon for cloud services. Hosting Siri on Google’s servers would expand that relationship.

Apple has invested in its own AI cloud system, Private Cloud Compute, meant to run sensitive queries on Apple-designed servers. But according to The Information, only about 10% of that capacity is in use, potentially signaling another AI execution problem for Apple.

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

Apple has invested in its own AI cloud system, Private Cloud Compute, meant to run sensitive queries on Apple-designed servers. But according to The Information, only about 10% of that capacity is in use, potentially signaling another AI execution problem for Apple.

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Rani Molla
4h
Broadcom earnings, guidance top analysts’ expectations

The semiconductor company reported second-quarter earnings after the bell Wednesday.

Broadcom headquarters in San Jose, California, United States
ChatGPT Is Down

Is OpenAI on its way to becoming Lyft?

Once nearly synonymous with AI, it just got surpassed in valuation by Anthropic. Now it looks like it’s also going to get beaten to the IPO starting line.

Nate Becker7h
Rani Molla
MetAI
8h
Meta jumps after unveiling subscription AI agents for business

Meta Business Agent would be another vital revenue source beyond ads.

Beeple: Regular Animals Exhibition At Neue Nationalgalerie
tech
Rani Molla

Palo Alto Networks surges after it beats revenue and earnings estimates

Cybersecurity firm Palo Alto Networks jumped more than 10% in postmarket trading after reporting fiscal third-quarter results that beat analyst revenue and earnings expectations.

The company posted adjusted earnings per share of $0.85, versus the FactSet analyst consensus estimate of $0.79 on $3 billion in revenue. (Wall Street had expected $2.94 billion.)

The company also boosted its guidance for the full fiscal year. The company now expects non-GAAP EPS in the range of $3.77 to $3.79, compared to its previous projection of $3.65 to $3.70 (and analysts’ expectations of $3.68). It also forecast revenue of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%, compared to previous growth expectations of 22% to 23%.

Through Tuesday’s close, the stock had risen more than 60% in the past month.

tech
Jon Keegan

Microsoft releases 7 new models, next-gen quantum chip at Build conference

Microsoft is making it clear it can stand on its own as a competitor in the AI arena.

Today at its annual Microsoft Build developer conference, the company made a flurry of announcements that move it further away from the shadow of its complicated relationship with partner OpenAI.

Among the products announced:

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

PHASE 2: Noon - Microsoft Build 2026

PHASE 2: Noon - Microsoft Build 2026

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

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