AI is reshaping alliances and competition across big tech—from massive funding talks to infrastructure and cloud strategy. Amazon is weighing a huge OpenAI investment, SpaceX is expanding Starlink as Amazon prepares its rival satellite network, and Apple is considering outside cloud support to power a new generation of Siri. Subscribe for $299 and save 25% on the first year.

Key highlights:

• Amazon's potential $50 billion OpenAI investment could hinge on IPO or AGI milestones.
• SpaceX is cutting Starlink prices and expanding retail as Amazon's competing satellite network approaches.
• Apple is discussing Google hosting the new Siri, pointing to greater reliance on external cloud for AI.

Amazon

Exclusive Amazon's $50 Billion Investment in OpenAI Could Hinge on IPO, AGI By Sri Muppidi, Anissa Gardizy and Aaron Holmes

Exclusive Amazon Explores Helping Other Apps Sell Chatbot Ads By Catherine Perloff

Exclusive SpaceX's Starlink Makes Land Grab as Amazon Threat Looms By Theo Wayt

Exclusive Amazon Discusses AI Content Marketplace With Publishers By Catherine Perloff and Erin Woo

What Amazon and Microsoft Will Win or Lose From OpenAI's New Deals By Aaron Holmes, Catherine Perloff, Stephanie Palazzolo, Anissa Gardizy, Valida Pau and Shane Burke

Applied AI How Amazon Tracks Employee AI Usage—and Measures Results By Catherine Perloff

Microsoft & Oracle

Exclusive Microsoft Sales Chief Responds to Potential Rivalry with OpenAI's New Agent Product By Kevin McLaughlin and Aaron Holmes

Microsoft and Other Software Firms Plot Defense Against New OpenAI, Anthropic Threat By Kevin McLaughlin, Aaron Holmes and Nick Wingfield

Exclusive OpenAI Is Developing an Internal Alternative to Microsoft's GitHub By Stephanie Palazzolo and Aaron Holmes

AI Infrastructure The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene By Anissa Gardizy

Apple & Google

Exclusive Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows By Aaron Tilley and Wayne Ma

Exclusive Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry By Amir Efrati and Anissa Gardizy

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