Artificial Intelligence
Oracle to Offer Google TPUs as First Hyperscaler Outside Google
Oracle and Google announced on October 27, 2026, that Google’s Tensor Processing Units (TPUs) will be available through Oracle Cloud Infrastructure (OCI), marking the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. The companies…
Snowflake AI Data Cloud Planned as Native First-Party OCI Service
Oracle and Snowflake announced on October 27, 2026, at Oracle AI World in Las Vegas that the Snowflake AI Data Cloud will be available as a native, first-party service on Oracle Cloud Infrastructure (OCI), an expansion of the companies’ existing…
Oracle and NVIDIA Plan Multi-Gigawatt Vera Rubin Expansion on OCI
NVIDIA and Oracle announced on October 27, 2026, plans to expand Oracle Cloud Infrastructure Superclusters with NVIDIA Vera Rubin NVL72 systems to multi-gigawatt scale, citing growing customer demand for AI training, inference and agentic applications. The companies’ joint announcement also…
AMD to Invest $1 Billion in Meta Equity as Helios Systems Run at Meta
Advanced Micro Devices said on October 27, 2026, that its first Helios rack-scale AI systems are now running at Meta, that AMD EPYC processors power Meta’s Muse personal AI agent, and that AMD technologies provide Day-0 support for Meta’s Muse…
Honeywell Technologies Unveils Forge Plant Cognition at Dangote Refinery
Honeywell Technologies on October 26, 2026 announced the launch of Forge Plant Cognition, an industrial AI platform built with NVIDIA AI and accelerated computing capabilities and Dell Technologies’ AI infrastructure. The platform is designed to help refining, petrochemical and liquefied…
Can Flow Batteries Lower AI Data Center Power Costs?
After years of shortages of computing hardware like GPUs and memory, and just when these shortages are easing, a new bottleneck is slowing down data center deployment: energy. This is because the new waves of data center construction are very…
Jonathan Schramm
Coles Taps Coveo for AI Search and Product Discovery in Online Grocery
Coveo Solutions Inc. announced on October 21, 2026, that Coles Group Limited has selected Coveo to power AI search and product discovery on coles.com.au, the Australian retailer’s online grocery platform. Financial terms of the selection were not disclosed. The deployment…
OpenAI Expands ChatGPT Ads to 26 More Countries and 89 Total
OpenAI announced on October 21, 2026 that ChatGPT Ads is expanding to 26 additional countries, extending the advertising platform’s availability to 89 countries worldwide, and that more than 100,000 advertisers have run campaigns on ChatGPT since ads launched just over…
OpenAI Frontier Models and Codex Head to Google Cloud Model Garden
OpenAI and Google Cloud announced on October 21, 2026 that they are partnering to bring OpenAI’s frontier models and Codex agentic workflows into Google Cloud’s Model Garden, with purchases transacted through Google Cloud Marketplace and enterprises able to draw down…
Vertiv and NVIDIA Debut AI Factory Approach as Polar Deploys in Norway
Vertiv Holdings Co and NVIDIA on October 21, 2026 introduced an AI factory approach at NVIDIA GTC Berlin that combines rapid configuration and virtual validation of pre-engineered reference architectures with factory-built deployment, and Polar Data Centers is applying the factory-built…
AI Productivity Gains: What Investors Should Watch
Artificial intelligence can help businesses produce more with the resources they already have. Whether those gains become higher wages, stronger profits, or lower prices depends on decisions that extend well beyond the technology itself. A global study by economist Swapnanil…
Google Cloud A5X on NVIDIA Vera Rubin Set for November Availability
NVIDIA announced on October 21, 2026, that general availability of Google Cloud A5X instances powered by NVIDIA Vera Rubin infrastructure is coming in November 2026, with planned expansion of availability to Europe. The platform is built for training, inference and…
Supermicro Estimates Q1 FY2027 Revenue of Up to $19.5 Billion
Super Micro Computer, Inc. on October 20, 2026 provided a preliminary business update for the first quarter of fiscal year 2027, the quarter ended September 30, 2026, estimating revenue of $18.5 billion to $19.5 billion versus prior guidance of $14.5…
Singtel and Ericsson Announce Five-Year 5G and AI Partnership in Singapore
Singtel and Ericsson announced a five-year strategic partnership on October 20, 2026 to advance Singapore’s 5G capabilities, accelerate the adoption of AI-native applications and deliver what the companies describe as more reliable, intelligent connectivity for businesses and consumers, according to…
Amazon Plans €16 Billion Investment in Germany for 2027
Amazon plans to invest more than €16 billion ($18 billion) in Germany in 2027, according to an Amazon announcement made on October 20, 2026, at the Invest in Germany Summit held by the Federal Government in Berlin. The planned investments…
