Yeah. So if you go back in history and see, you know, Microsoft was the sole partner for Openai and, you know, they had most of their cloud needs going through Microsoft Cloud. But at one point, Microsoft said, you know, we already have a whole lot of exposure and allowed Openai to go work with other vendors.And Oracle was the big winner at that point. So that's they have a very big contract with Openai called Stargate, under which we have datacenter construction going on in Texas and the whole thing. Abile ...

Amazon is beefing up internal guardrails after recent outages hit the company's e-commerce operation, including one disruption tied to its AI coding assistant Q. Dave Treadwell, Amazon's SVP of e-commerce services, told staff on Tuesday that a "trend of incidents" emerged since the third quarter of 2025, including "several major" incidents in the last few weeks, according to an internal document obtained by Business Insider. At least one of those disruptions were tied to Amazon's AI coding assistant Q, whil ...

Core Insights - Amazon is expanding its healthcare AI assistant, Health AI, to its website and app, previously available only on the One Medical app [1] - Health AI can answer health-related questions, manage prescriptions, and book appointments without requiring Prime or One Medical membership [1] - The assistant is designed to provide personalized health guidance and connect users with healthcare professionals [2] Group 1: Functionality and Access - Health AI can interpret lab results, diagnoses, and medical records to offer personalized health advice [7] - Prime members in the U.S. can access up to five free consultations with One Medical providers for common conditions, while non-Prime members can use a pay-per-visit option [9] - Users can sign up for Health AI on the Amazon Health page and must create or log into their Amazon Health profile to start using the service [10] Group 2: Data Privacy and Security - Amazon claims that Health AI operates within a HIPAA-compliant environment, with conversations protected by encryption and strict access controls [5] - The company trains Health AI models on abstracted patterns without directly identifying individuals, ensuring patient names remain private [4] - Users can share their health information through the Health Information Exchange, a secure system for sharing medical data [6] Group 3: Market Context - The expansion of Health AI occurs amid a trend of AI services entering the healthcare sector, with competitors like OpenAI and Anthropic launching their own health-focused products [11]

Oracle beats quarterly revenue estimates, shares rise | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivOracle logo is seen in this illustration created on September 9, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tabMarch 10 (Reuters) - Oracle (ORCL.N), opens new tab beat Wall Street estimates for third-quarter revenue on Tuesday, as robust demand for its cloud computing services, driven by the ...

Applied Materials and SK Hynix partner for next-gen AI memory development | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivItem 1 of 2 A smartphone with a displayed Applied Materials logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File Photo[1/2]A smartphone with a displayed Applied Materials logo is placed on a computer motherboard in this illustration taken March 6, ...

Core Viewpoint - Amazon has secured a temporary injunction to prevent Perplexity's AI agent from making purchases on its platform, indicating a legal dispute over unauthorized access and the rights of AI shopping tools [1][2][3]. Group 1: Legal Proceedings - A federal judge ruled that Amazon presented "strong evidence" of unauthorized access by Perplexity's Comet browser, suggesting a likelihood of success in Amazon's legal claim [2]. - The judge has paused the injunction for a week to allow Perplexity to appeal the decision [2]. Group 2: Company Statements - Amazon's spokesperson emphasized that the injunction is crucial for maintaining a trusted shopping experience for its customers [4]. - Perplexity stated its intention to fight for users' rights to choose their preferred AI tools for shopping [8]. Group 3: Background of the Dispute - The conflict became public in November when Perplexity disclosed receiving a legal threat from Amazon regarding the use of its AI assistants for shopping [8]. - Amazon argues that third-party applications should respect the decisions of businesses regarding participation in their platforms, drawing parallels to other service industries [9][10].

Core Viewpoint - Amazon is preparing to issue between $37 billion and $42 billion in corporate bonds to fund its artificial intelligence initiatives, marking one of the largest bond offerings in history [1]. Group 1: Company Actions - Amazon's projected capital expenditures for the year are estimated at $200 billion, the highest among its Big Tech peers [1]. - The bond issuance is part of Amazon's strategy to finance its AI buildout, joining other major tech companies like Meta and Google in significant borrowing [1]. Group 2: Market Context - The bond offering is expected to take place in both U.S. and European credit markets, indicating a broad approach to capital raising [1]. - This move reflects a growing trend among major tech companies to leverage debt for funding technological advancements, particularly in artificial intelligence [1].

Meta to charge advertisers a fee to offset Europe's digital taxes | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivThe logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. REUTERS/Gonzalo Fuentes/File Photo Purchase Licensing Rights, opens new tabMarch 10 (Reuters) - Meta Platforms (META.O), opens new tab will charge advertisers a location fee ranging from 2% to 5% to cover digital service tax ...

MATT: WE ARE RISK OFF OR THE MINUTE BUT WE HAVE 30 OF THOSE LEFT UNTIL THE START OF THE CASH TRADE. I AM MATT MILLER. DANI: I AM DANI BURGER. BLOOMBERG: OPEN INTEREST STARTS RIGHT NOW. MATT: THE RELIEF RALLY LOSES STEAM AS AIRSTRIKES INTENSIFY IN THE MIDDLE EAST AND IRANIAN OFFICIALS SAY THEY ARE NOT SEEKING A TRUCE. DANI: HEDGE FUNDS TAKE KIDS FROM THE WILD MARKET MOVES WHILE BILL ACKMAN ISA $10 BILLION IP OVER PERSHING SQUARE. MATT: AMAZON KICKS OFF WHAT COULD BE ONE OF THE LARGEST CORPORATE BOND OFFERING ...

Key Takeaways Amazon reported record Q4 2025 sales of $213.4B, AWS revenues up 24%, and operating income rising to $25B.AMZN plans about $200B in 2026 capex, with most spending aimed at AWS AI infrastructure.Amazon faces cloud competition as Microsoft and Alphabet gain share; Q4 market shares were 28%, 21% and 14%.Amazon.com (AMZN) delivered a strong operational finish to 2025, posting record quarterly revenues and accelerating cloud growth, yet the stock has struggled to build on that momentum. The company ...