Rivian’s AI strategy: Four takeaways
Rivian's vertically integrated approach to autonomous driving and AI is enabled by its data flywheel that it uses to train its models and optimize.
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Custom AI processors mean Broadcom printed money in Q4
Broadcom reported better-than-expected fourth quarter results as it continued to see a revenue surge due to custom AI chips.
OpenAI calls GPT-5.2 its most advanced model for work
OpenAI launched GPT-5.2 in what appears to be its answer to Google's Gemini 3.0. According to OpenAI GPT-5.2 is its most advanced mode for work and long-running agents.
OpenAI, Disney deal foreshadows where media is headed
This mashup of AI and media is just starting. The deal between OpenAI and Disney is just the first volley.
Adobe ups outlook for fiscal 2026
Adobe reported better-than-expected fourth quarter results as the company saw strong adoption of its AI-driven products.
Oracle Q2 mixed, says it will be neutral on GPUs
Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, "we are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers."
Agentic AI Foundation launches with MCP, other AI agent standards
Anthropic, Block and OpenAI have contributed their technologies and emerging standards to connect AI agents to the Agentic AI Foundation, a project under The Linux Foundation.
Anthropic, OpenAI look to Accenture for partner scale
Accenture and Anthropic launched a partnership that revolves around driving Claude deployments in the enterprise. The news lands a few days after Accenture announced a similar partnership with OpenAI.
CVS Health outlines AI-driven ‘engagement as a service’ plan
CVS Health is betting it can leverage technology and AI to create an "engagement as a service" strategy and an integrated platform that ties together its brands that include Aetna, CVS Caremark, CVS Pharmacy and Health Care Delivery.
IBM buys Confluent for $11 billion: Here's what Big Blue gets
Confluent gives IBM a platform that will connect and reuse data for applications notably AI agents. In many ways, Confluent will be to IBM what MuleSoft and Informatica is to Salesforce.
AWS re:Invent 2025: This one was different
AWS re:Invent 2025 featured the usual firehose of news, announcements and tech talks, but it's also clear that AWS is becoming a different company. Yes, AWS is firmly committed to developers and dedicated to creating building blocks needed to scale agentic AI. But AWS is clearly more than an infrastructure company now. Yet it is not quite a software company either.
AWS launches Graviton5 as custom silicon march continues
AWS launched new Graviton5 based instances with 192 core per chip and a 5x larger cache as the company continues its custom processor cadence.
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