#ai-competition

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Artificial intelligence
from24/7 Wall St.
10 minutes ago

OpenAI Is Now Worth More Than Goldman Sachs and Netflix Combined - Here's What That Means

OpenAI's near-$850B valuation and $100B raise would fund compute, talent, international expansion, and R&D, reshaping competition and revenue flows across the AI ecosystem.
fromTechCrunch
1 day ago

Altman and Amodei share a moment of awkwardness at India's big AI summit | TechCrunch

What would have been a moment of united commitment to global tech innovation at the ongoing India AI Impact Summit instead proved an awkward one: When Prime Minister Narendra Modi prompted speakers at the event to join hands and raise them in a show of solidarity, all executives on stage obliged - except OpenAI's Sam Altman and Anthropic's Dario Amodei, who held their hands noticeably apart.
Artificial intelligence
Artificial intelligence
fromFast Company
1 day ago

New AI models are losing their edge almost immediately

AI model performance parity is accelerating, with rapid releases and cloning narrowing the lead between closed and open models to months or weeks.
US politics
fromThe Mercury News
3 days ago

Opinion: Trump risks US innovation and security if he sells China advanced chips

China poses an unprecedented threat; the U.S. must restrict advanced chip exports like Nvidia's H200 to prevent empowering Chinese AI and protect national security.
Artificial intelligence
from24/7 Wall St.
3 days ago

Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6

Alibaba's Qwen3.5 AI model offers faster, cheaper performance and agentic capabilities, boosting retail bullish sentiment and posing a competitive threat to traditional software vendors.
fromBusiness Insider
4 days ago

The career rise of OpenAI's billionaire CEO, Sam Altman

"I think I am unusually good at projecting multiple things- years or a couple of decades into the future-and understanding how those are going to interact together," Altman told Forbes in February. What is clear is that in 2026 and beyond, OpenAI and Altman have a lot riding on his vision. In 2022, Altman oversaw the release of ChatGPT, kicking off what Bill Gates called "the age of AI."
Artificial intelligence
#anthropic
fromNewsday
2 weeks ago
Artificial intelligence

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

fromNewsday
2 weeks ago
Artificial intelligence

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

E-Commerce
fromTechCrunch
1 week ago

Amid disappointing earnings, Pinterest claims it sees more searches than ChatGPT | TechCrunch

Pinterest records 80 billion monthly searches and 1.7 billion clicks, claiming higher search volume than ChatGPT and a larger commercial-search share.
from24/7 Wall St.
1 week ago

My Top Quantum Pick: The Only Stock I'd Buy

The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it's been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue to take more backward steps. Of course, investors have taken on more of a risk-off approach in the past couple of quarters.
Startup companies
fromBenzinga
2 weeks ago

Snap Grapples With Meta, TikTok As Ad Pressure Mounts - Snap (NYSE:SNAP)

Boone acknowledged improving profitability and raised his 2027 EBITDA estimate, but flagged weaker engagement, including a sequential decline in North American daily active users. Global daily active users also fell sequentially and missed estimates, which he attributed to reduced community marketing spend and regulatory-driven account removals in Australia. He said stronger AI-powered content recommendations from competitors are challenging Snap's ability to retain user attention and defend advertising share.
Marketing tech
#autonomous-drones
fromFortune
2 weeks ago
Artificial intelligence

Forget a degree-$30 billion defense startup Anduril will fast-track your job application if you can win its AI drone flying contest | Fortune

fromTechCrunch
3 weeks ago
Artificial intelligence

Anduril has invented a wild new drone flying contest where jobs are the prize | TechCrunch

fromFortune
2 weeks ago
Artificial intelligence

Forget a degree-$30 billion defense startup Anduril will fast-track your job application if you can win its AI drone flying contest | Fortune

fromTechCrunch
3 weeks ago
Artificial intelligence

Anduril has invented a wild new drone flying contest where jobs are the prize | TechCrunch

fromAol
2 weeks ago

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

Anthropic is airing a pair of TV commercials during Sunday's game that ridicule OpenAI for the digital advertising it's beginning to place on free and cheaper versions of ChatGPT. While Anthropic has centered its revenue model on selling Claude to other businesses, OpenAI has opened the doors to ads as a way of making money from the hundreds of millions of consumers who get ChatGPT for free.
Artificial intelligence
#openai
fromFortune
2 weeks ago
Artificial intelligence

Scott Galloway predicts OpenAI could pull its IPO amid AI 'vibe shift' as investors 'gag' on Trump proximity, questionable revenue | Fortune

Artificial intelligence
fromFortune
1 month ago

OpenAI sees better margins on business sales, report says | Fortune

OpenAI increased its compute margins to about 70% by October through paid-product efficiency while still pursuing revenue growth amid high costs and competition.
Artificial intelligence
fromTechCrunch
2 months ago

OpenAI is reportedly trying to raise $100B at an $830B valuation | TechCrunch

OpenAI plans to raise up to $100 billion, potentially valuing it at $830 billion, to fund compute, expansion, and growing AI development costs.
fromFortune
2 weeks ago
Artificial intelligence

Scott Galloway predicts OpenAI could pull its IPO amid AI 'vibe shift' as investors 'gag' on Trump proximity, questionable revenue | Fortune

fromFortune
1 month ago
Artificial intelligence

OpenAI sees better margins on business sales, report says | Fortune

Tech industry
fromTheregister
2 weeks ago

Rise of AI means companies could pass on SaaS

AI competition from firms like OpenAI and Anthropic threatens vertical SaaS growth, triggering a sharp software-stock sell-off and hundreds of billions in market-value losses.
Gadgets
fromTechRepublic
2 weeks ago

Amazon Expands Alexa+ AI Assistant to All US Users After Yearlong Rollout - TechRepublic

Amazon is rolling out generative AI-powered Alexa+ nationwide in the U.S., offering conversational, multi-step, context-aware assistant across devices, web, and mobile.
Artificial intelligence
fromPoynter
2 weeks ago

Trump says the U.S. is winning the AI race with China. Here's what experts say - Poynter

The United States holds an advantage over China in AI chips and market control, but China remains close and is quickly narrowing the gap.
fromAol
2 weeks ago

Why AppLovin Stock Lost 30% in January

Shares of AppLovin (NASDAQ: APP), the volatile, mobile game-focused adtech stock, were moving lower last month as the company faced another short-seller attack, software valuations came under scrutiny due to threats from AI, and Google unleashed a new platform for AI game creation, which was seen as a threat to gaming stocks. As a result, AppLovin stock fell sharply last month, closing January down 30%, according to data from S&P Global Market Intelligence.
Marketing tech
fromAol
2 weeks ago

Why AppLovin Stock Lost 30% in January

Shares of AppLovin (NASDAQ: APP), the volatile, mobile game-focused adtech stock, were moving lower last month as the company faced another short-seller attack, software valuations came under scrutiny due to threats from AI, and Google unleashed a new platform for AI game creation, which was seen as a threat to gaming stocks. As a result, AppLovin stock fell sharply last month, closing January down 30%, according to data from S&P Global Market Intelligence.
Business
Online marketing
fromThe Business of Fashion
2 weeks ago

The Creator Economy's Coming-of-Age Moment | Editor's Letter

The influencer-driven creator economy matured into a multi‑billion-dollar industry while monetization models, platform power and creator leverage are rapidly shifting.
Artificial intelligence
fromTechCrunch
2 weeks ago

Nvidia CEO pushes back against report that his company's $100B OpenAI investment has stalled | TechCrunch

Nvidia's CEO called reports of friction with OpenAI "nonsense" and affirmed Nvidia will participate and invest significantly in OpenAI's funding round.
Miscellaneous
fromEngadget
3 weeks ago

The EU tells Google to give external AI assistants the same access to Android as Gemini has

Google must give third-party AI services equal Android access and provide anonymized search data to rivals under EU Digital Markets Act proceedings.
Apple
fromArs Technica
4 weeks ago

Report: Apple plans to launch AI-powered wearable pin device as soon as 2027

Apple plans to fast-track a new product aiming for 2027 release with 20 million units and expects strong competition in AI hardware.
Artificial intelligence
fromBusiness Insider
4 weeks ago

Why Satya Nadella said he's psyched about more competition

Healthy, intense competition in artificial intelligence drives innovation, keeps companies adaptive, and supports broader economic growth rather than being strictly zero-sum.
fromwww.theguardian.com
4 weeks ago

Eight wars settled and Chinese windfarms: factchecking Trump's Davos claims

His administration played a role in brokering ceasefires between Israel and Iran, India and Pakistan, and Armenia and Azerbaijan, though these were incremental agreements, and some leaders dispute the extent of his involvement. He did secure the Israel-Hamas ceasefire and hostage deal, but it involves multiple stages and remains incomplete with hundreds in Gaza reported killed since the first phase took effect in October.
US politics
#chatgpt
fromFortune
2 months ago
Artificial intelligence

Even the man behind ChatGPT, OpenAI CEO Sam Altman is worried about the 'rate of change that's happening in the world right now' thanks to AI | Fortune

Artificial intelligence
fromFortune
2 months ago

Sam Altman declares 'Code Red' as Google's Gemini surges-three years after ChatGPT caused Google CEO Sundar Pichai to do the same | Fortune

OpenAI declares a Code Red to prioritize ChatGPT improvements and delay other initiatives as Google’s Gemini 3 rollout intensifies competitive frontier AI model race.
Artificial intelligence
fromFuturism
2 months ago

Sam Altman Is Suddenly Terrified

OpenAI declared a 'code red' to prioritize ChatGPT quality amid intense competition from Google, committing massive data-center spending despite heavy quarterly losses.
fromFortune
2 months ago
Artificial intelligence

Even the man behind ChatGPT, OpenAI CEO Sam Altman is worried about the 'rate of change that's happening in the world right now' thanks to AI | Fortune

fromFortune
2 months ago
Artificial intelligence

Sam Altman declares 'Code Red' as Google's Gemini surges-three years after ChatGPT caused Google CEO Sundar Pichai to do the same | Fortune

Artificial intelligence
from24/7 Wall St.
1 month ago

Meta Platforms is Shifting to Closed AI-Why That's a Major Winning Move

Meta shifted from open-source to proprietary AI after LLaMa underperformed and now competes with OpenAI, Google, and Anthropic for AI leadership and investment.
#apple
from24/7 Wall St.
1 month ago
Apple

Can Apple Enjoy a "Siri Surge" as Apple Catches Up in AI?

Apple stock entered correction after a seven-session decline amid AI concerns, but an upcoming Siri upgrade and Google Gemini partnership could catalyze a recovery.
fromFast Company
3 months ago
Apple

How Apple managed to deliver a strong third quarter despite a global trade war

Strong iPhone 17 demand lifted Apple past revenue and profit forecasts despite tariff costs and lagging AI features compared with Samsung and Google.
#gemini-3
fromAol
1 month ago
Artificial intelligence

This chart showing ChatGPT vs. Gemini web traffic should have OpenAI worried

fromFortune
2 months ago
Artificial intelligence

'I'm not going back': Billionaire Marc Benioff says he's switching to Google's Gemini 3 after using 'ChatGPT every day for three years' | Fortune

fromAol
1 month ago
Artificial intelligence

This chart showing ChatGPT vs. Gemini web traffic should have OpenAI worried

fromFortune
2 months ago
Artificial intelligence

'I'm not going back': Billionaire Marc Benioff says he's switching to Google's Gemini 3 after using 'ChatGPT every day for three years' | Fortune

US politics
fromFortune
1 month ago

Countries must move beyond seeing AI as a race, where one side must beat the other | Fortune

AI development is not a simple zero-sum two-player race; export controls and nationalist framing mischaracterize strategic, interacting incentives and global technological diffusion.
fromMedium
1 month ago

Velocity over speed: why the AI race has already failed

Here's a truth from physics that should concern every executive racing toward AI dominance: speed tells you how fast you're moving. Velocity tells you how fast you're moving - and in which direction. A car travelling at 100 mph in circles has tremendous speed but zero velocity. It goes nowhere. It only burns fuel, overheats the engine, and eventually becomes a hazard to everything nearby.
Artificial intelligence
fromMetro Silicon Valley | Silicon Valley's Leading Weekly
1 month ago

2025: The Year in Review

At an inauguration-related event for President Donald Trump, Elon Musk throws a straight-armed gesture largely interpreted as a Nazi salute. In follow-up comments, Musk failed to put the controversy to rest by deriding critics and neglecting to issue an apology, leaving his intent ambiguous. Silicon Valley ❤️ MAGA Facebook decides to dispense with third-party fact checkers. Instead, it will rely completely on "Community Notes" to identify and contextualize misinformation.
US politics
Tech industry
fromComputerworld
1 month ago

Google sues data scraping company

Google is suing Serpapi for allegedly using fake queries to bypass protections, scrape copyrighted search-result content, and resell it; Serpapi denies the claims.
Artificial intelligence
fromTechCrunch
2 months ago

Meta is developing a new image and video model for a 2026 release, report says | TechCrunch

Meta is developing Mango (image/video) and Avocado (text) under its SuperIntelligence Lab aiming for releases in the first half of 2026.
Artificial intelligence
from24/7 Wall St.
2 months ago

OpenAI's Wild, Wild $850 Billion Valuation

OpenAI seeks up to $100 billion in funding, faces intense competition, enormous infrastructure costs, and electricity-grid constraints that could limit growth and valuations.
fromwww.aljazeera.com
2 months ago

What's next for the global economy in 2026?

2025 was the year of tariffs and a global shift in economic power. Two words that largely define the economy right now: Global reordering. President Donald Trump's Tariffs have landed as a shock to global trade. This is 2025. Major economies are rewriting their playbooks, and alliances are being redrawn. From Africa's minerals boom to the global AI race, countries
World news
Artificial intelligence
fromTechCrunch
2 months ago

OpenAI continues on its 'code red' warpath with new image generation model | TechCrunch

OpenAI released GPT-Image-1.5 for ChatGPT and API, improving instruction-following, editing precision, visual consistency, and offering up to 4x faster image generation.
#image-generation
fromFortune
2 months ago
Artificial intelligence

OpenAI releases new image model as it races to outpace Google's Nano Banana amid company Code Red | Fortune

fromFortune
2 months ago
Artificial intelligence

OpenAI releases new image model as it races to outpace Google's Nano Banana amid company Code Red | Fortune

fromBenzinga
2 months ago

AI Competition And Budget Cuts Cloud Adobe's Growth Outlook - Adobe (NASDAQ:ADBE)

It includes competition from traditional rivals, emerging AI players, large language model developers, and a prevailing market narrative that will be difficult to overcome, adds the analyst. The analyst says that their second-half fiscal 2025 CIO survey signals headwinds for Adobe, with front-office segments, including digital marketing, losing priority over the next 12 months. Notably, sales and marketing budgets show a 16-point net decrease, and 13% of respondents expect reduced focus on front-office applications.
Marketing tech
fromFast Company
2 months ago

Kara Swisher dishes on OpenAI, Meta, Google-and the bidding war for Warner Bros. Discovery

One of the twists in the AI wars has been Google sort of bouncing back, this surge by Gemini versus OpenAI's ChatGPT. Sam Altman calling this code red. You've said before that it's hard to know who a winner will be. Interestingly, on Pivot, we thought Google was going to do this because they had all the pieces. If they didn't, what a bunch of idiots, that kind of thing.
Artificial intelligence
US politics
fromThe Atlantic
2 months ago

Trump's Bizarre Chip-Export Own Goal

U.S. decision to lift restrictions on advanced semiconductor sales to China risks ceding technological and military advantage in AI.
#gpt-52
fromFortune
2 months ago
Artificial intelligence

OpenAI aims to show its not falling behind its rivals with GPT-5.2 release | Fortune

fromFortune
2 months ago
Artificial intelligence

OpenAI aims to show its not falling behind its rivals with GPT-5.2 release | Fortune

fromWIRED
2 months ago

WIRED Roundup: DOGE Isn't Dead, Facebook Dating Is Real, and Amazon's AI Ambitions

Welcome to WIRED's Uncanny Valley. I'm WIRED's director of business and industry, Zoë Schiffer. Today on the show, we're bringing you five stories that you need to know about this week, including how despite some reports claiming that the so-called Department of Government Efficiency is pretty much over, DOGE people are actually still at work across federal agencies. I'm joined today by our senior politics editor, Leah Feiger. Leah, welcome back to Uncanny Valley.
Artificial intelligence
Miscellaneous
fromwww.mercurynews.com
2 months ago

Meta risks temporary ban on WhatsApp AI plan amid EU probe

The EU is probing WhatsApp's AI tools for potentially blocking rival AI providers and may impose interim measures halting Meta's new policy rollouts.
Apple
fromwww.dw.com
2 months ago

Apple names new AI chief amid pressure to catch up DW 12/02/2025

John Giannandrea will retire from Apple's AI leadership in spring 2026 and be replaced by Amar Subramanya amid criticism that Apple lags in AI development.
#google
#open-source-ai
fromTechCrunch
3 months ago
Artificial intelligence

Databricks co-founder argues US must go open source to beat China in AI | TechCrunch

fromTechCrunch
3 months ago
Artificial intelligence

Databricks co-founder argues US must go open source to beat China in AI | TechCrunch

fromFortune
2 months ago

Markets wipe $250 billion off Nvidia as they digest Google's revenge, with Gemini 3 emerging as 'current state-of-the-art' | Fortune

not going back
Artificial intelligence
fromBusiness Insider
3 months ago

Microsoft forms superintelligence team to rival Meta's, stresses 'humanist' focus

"I think about it as humanist superintelligence to clearly indicate this isn't about some directionless technological goal," Suleyman wrote. "We are doing this to solve real concrete problems and do it in such a way that it remains grounded and controllable."
Artificial intelligence
Venture
fromAxios
3 months ago

Snap signs $400 million deal with Perplexity, will add AI search to Snapchat

Snap is partnering with Perplexity, receiving $400 million plus a revenue share while facing competition from Meta and valuation comparisons.
World news
fromBusiness Insider
3 months ago

Nvidia's Jensen Huang turns up the heat on his warnings about the US-China tech race

China is poised to overtake the United States in AI as subsidies, cheaper power, and fewer regulatory constraints accelerate domestic tech development.
Business
fromwww.theguardian.com
3 months ago

Amazon reports strongest cloud growth since 2022 after major outage

Amazon Web Services grew 20% year-over-year to $33bn in Q3 despite a global outage, driving stronger-than-expected company earnings and a stock surge.
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