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Tag: Big Tech

Trading floor at the New York Stock Exchange
Posted inMarkets

Alphabet, Amazon and Microsoft Add $1.5 Trillion After AI Cloud Earnings Vindicate Capex

by newanalytica3 August 2026

Alphabet, Amazon and Microsoft’s cloud beats sent the S&P 500 to its best week since October 2023, adding $1.5 trillion in combined market value as investor anxiety over AI spending reversed.

Microsoft Building 92 at the company campus in Redmond, Washington
Posted inTech

Microsoft and OpenAI end exclusivity in a partnership reset that opens ChatGPT to all clouds

by newanalytica21 May 2026

An amended agreement announced April 27 makes Microsoft’s AI license non-exclusive through 2032, lets OpenAI sell through any cloud provider, and ends the revenue share Microsoft paid — a structural shift driven by OpenAI’s $50 billion Amazon deal.

Server racks inside a data center
Posted inTech

Big AI uses Big Tobacco tactics to capture regulation, new study finds

by newanalytica20 May 2026

A peer-reviewed study by Edinburgh, TU Delft, CMU and Trinity College catalogues 249 cases of AI firms using Big Tobacco-style tactics to shape regulation.

EU opens sweeping antitrust inquiry into Big Tech's AI operations
Posted inTech

EU opens sweeping antitrust inquiry into Big Tech’s AI operations

by newanalytica14 May 202614 May 2026

The European Commission’s competition directorate confirmed in March 2026 that it has opened a wide-ranging inquiry into how large technology companies are using AI to entrench market power, targeting practices at Nvidia, Meta, Google, and Microsoft simultaneously.

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