M&A, product, and strategy moves from Apple, Google, Meta, Microsoft, Amazon, and Nvidia.
Amazon devices chief Panos Panay told TechCrunch Disrupt that founders should extract lessons from failure, citing the roughly $1B Surface RT write-down from his Microsoft tenure as his clearest example.
At JPMorgan's third-quarter earnings call Tuesday, CEO Jamie Dimon said the bank won't let outside AI agents, including ones like Meta's Muse, access or act on customer accounts, citing the risk of 'rogue agents.'
Nvidia has invested roughly $8 billion across Europe over the past year and plans another $2 billion in deals within a week, as CEO Jensen Huang positions the company as the default supplier for Europe's 'sovereign AI' push.
Amazon launched two new Bee wearables, the $74.99 Frontier and $99.99 Eclipse, that listen to conversations and turn them into AI-generated summaries and to-dos.
Amazon's Bee unit launched two AI wearables, the $74.99 Bee Frontier and $99.99 Bee Eclipse, undercutting rival AI recorders as Amazon pushes deeper into always-on personal AI.
Google rolled out Universal Cart, letting shoppers save and track products across retailers inside Search and Gemini, as Amazon and OpenAI race to build their own AI shopping agents.
Cursor engineers investigated in July 2026 whether an internal tool called Sand routed confidential client data into SpaceX's AI systems while testing Grok, weeks before SpaceX's $60 billion acquisition of the company closed.
GTCR and Elliott Investment Management will take CCC Intelligent Solutions private for $7.75 a share, a 44% premium that still values the insurance-claims software firm below its 2021 SPAC debut.
Figma used its Config event in India to launch Specs, expand code layers to public beta and add deeper MCP support, saying its platform now produces 17 times more code than before but only 1.3 times more releases.
Science Corporation, founded by Neuralink co-founder Max Hodak, implanted its PRIMA vision chip in its first Stargardt disease patient, who read a word just two sessions after the procedure.
Applied Materials unveiled its $5 billion EPIC semiconductor research facility in Sunnyvale, aiming to cut chip development from 10-12 years to as little as six, with Intel, TSMC, Micron, SK Hynix and Samsung working on site as partners, Fortune reported.
OpenAI is in early talks to acquire security research firm Trail of Bits in a deal The Information reports could boost OpenAI's cybersecurity business, though no terms, price or timeline have been disclosed.
Bumble has agreed to a $1.3 billion deal to go private with Ithaca Holdings, the venture founded by ex-Sequoia partner Ravi Gupta, five years after the dating app's 2021 IPO valued it near $14 billion.
Microsoft detailed its Maia 300 AI chip, claiming up to seven times the rack-scale throughput of its predecessor and 40% more tokens per megawatt than leading GPU systems, with multi-gigawatt deployment planned for 2027.
Apple unveiled a $299 Apple TV 4K and a $149 HomePod mini with hands-free Siri AI at its October 13 'Welcome Home' event, its first major refresh of either product since 2022.
American Express unveiled its Intent Intelligence Framework, which verifies what a customer told an AI shopping agent to buy before the agent can complete a purchase, aiming to prevent unauthorized transactions as agentic commerce scales.
Rocket Software acquired Geniez AI on Oct. 13, folding its mainframe-native AI agents into Rocket's agentic platform, Rocket EVA; deal terms were not disclosed.
Nasdaq-listed Symbotic agreed to acquire Bremen-based cellumation, maker of the celluveyor modular sortation system, marking its third acquisition of 2026 as it expands in Europe.
Alphabet president and chief investment officer Ruth Porat said the company's roughly $200 billion in 2026 AI capital spending will rise again next year, pushing back on warnings from Jefferies strategist Chris Wood that the AI boom could end in major capital destruction.
Google introduced the Fitbit Edge at $179.99, a slim-band wearable pairing Fitbit Air's design with an OLED display, gated behind a Gemini-powered Health Coach that requires a paid subscription.
IonQ agreed to buy Zero Trust security startup Elisity in an all-stock deal worth up to $1.3 billion, including a $150 million earnout, expected to close in the fourth quarter.
Amazon is reportedly in talks to acquire AI inference startup Decart for about $7 billion, months after Anthropic walked away from a similar deal.
Apple disclosed in an EU filing that it will license technology and offer jobs to staff from Huxe, the personalized AI podcast startup that shut down in May, in a structure known as a reverse acqui-hire.
Cloudflare is acquiring Deno, the JavaScript runtime co-founded by Node.js creator Ryan Dahl, folding its open-source Workers-compatible runtime directly into Cloudflare's platform.
Google launched a satellite carrying four TPU chips to test whether AI data centers can eventually run in orbit, where solar power is constant and there is no water, land or grid constraint.
Microsoft, Alphabet, Meta and Amazon are on pace to spend over $700 billion combined on AI infrastructure in 2026, and healthcare -- a $5.3 trillion U.S. market -- is emerging as the test of whether that spending pays off.
Eliyan, the AI chip-interconnect startup last valued above $1 billion, has drawn takeover interest and held early talks with Arm, The Information reported, though no deal terms or price have been disclosed.
Broadcom is reportedly in talks to raise about $30 billion in debt to help fund OpenAI's chip purchases, part of a wider pattern of chipmakers financing the AI buildouts they also sell into.
SpaceX president Gwynne Shotwell and her husband pledged shares worth $325 million to more than 2 million American kids through the new Trump Accounts program, using a stock-donation structure tax advisers say could reshape how founders give away equity.
Flock Safety plans to cut about 270 jobs, roughly 18% of its workforce, following a voluntary buyout program amid backlash over its surveillance camera network.
OpenAI told investors its annualized revenue is approaching $50B, about $20B below the nearly-$70B figure reported in September, as its IPO timeline slips toward early 2027.
Natura launched a $99 smart ring called Interface that summons AI agents like Claude, ChatGPT and Instinct with a finger press, undercutting health-focused rivals Oura and Ultrahuman on price while skipping their core subscription pitch.
Amazon's new Alexa Tablet 12 Pro, 11 and 8 run Android with built-in Google Play Store access, abandoning the Fire OS app-store lock-in that defined its tablet line for over a decade.
Uber and Pony.ai will begin testing Gen-7 robotaxis in London within weeks, extending a Europe expansion that started in Zagreb in August and still has no named fleet operator for the UK.
Meta VP Derya Matras argues agentic AI is now capable enough to produce single-person billion-dollar companies, citing more than a million businesses already running Meta's AI agents on WhatsApp and Messenger.
Elon Musk accused unnamed 'oligarchs' of blocking Starlink's long-delayed India launch, and India's government called its satellite licensing process fair and non-discriminatory hours later.
Microsoft opened preorders for a $2,599 Surface Laptop Ultra and a $5,999 RTX Spark Dev Box built on Nvidia chips, alongside a Hybrid Intelligence push that routes Copilot tasks between on-device and cloud AI.
Automation Anywhere agreed to acquire conversational-AI firm Boost.ai from Nordic Capital, its second AI acquisition in under a year, to link customer conversations directly to automated back-office execution.
SAP agreed to acquire Belgian workforce-intelligence startup TechWolf on undisclosed terms, folding it into SAP SuccessFactors while keeping it as an independent unit in Ghent.
Ellison-controlled Skydance has completed its roughly $110 billion acquisition of Warner Bros. Discovery and begins trading on the NYSE under ticker SKYD.
Uber Eats agreed to acquire workplace catering platform ezCater in an all-cash deal, pushing the delivery giant deeper into higher-margin B2B food.
Algolia has acquired Velou, a multimodal AI startup that cleans product catalog data for retailers, on undisclosed terms.
OKX launched a standalone app, OKX Money, letting users in emerging markets convert more than 50 local currencies into dollar-backed stablecoins like USDC, USDT and Paxos's USDG, with up to 10% annual yield on USDG balances.
Meta has cut internal Claude Code usage roughly in half and Microsoft has trimmed its Claude budget by more than a third, even as both companies' outside investments in and purchases from Anthropic keep growing.
Hyperscalers racing to build AI data centers are turning to Chinese suppliers for batteries, cooling systems and power transformers even as they try to cut China out of their supply chains elsewhere.
Booking Holdings spends $8-9 billion a year on customer acquisition, and CFO Ewout Steenbergen says AI's bigger near-term opportunity is proactively replanning a traveler's whole trip, not just finding them in search.
Alphabet, Amazon and Meta alone plan to spend over $500 billion on AI infrastructure in 2026, and investors are no longer rewarding every dollar of it equally.
Elon Musk says SpaceX's AI unit will drop 'AI' for 'SI' -- super intelligence -- following Trump's executive order renaming the technology across the federal government, the unit's third name since February.
Schneider Electric agreed to buy industrial software maker PTC for $22.6 billion in cash, a 42.3% premium, folding CAD and PLM software into its AVEVA and Cognite portfolio.
Elon Musk is renaming SpaceXAI to SpaceXSI, The Information reports, swapping "AI" for "SI" -- super intelligence -- across the combined SpaceX-xAI entity formed in February's $1.25 trillion merger.
AWS CEO Matt Garman says Amazon will stop requiring NDAs with local governments before building data centers, pairing the reversal with a new $1 billion community fund.
Neko Health, the full-body scanning startup co-founded by Spotify CEO Daniel Ek, has officially launched in the US after opening its first American office in Manhattan.
Paramount and Warner Bros. Discovery will operate as a combined company called Skydance once their roughly $110 billion merger closes, expected October 6.
Apple said it will add new controls around macOS's Full Disk Access permission, warning that AI agents' growing autonomy makes that level of system access substantially riskier than when the setting was designed.
Microsoft's Office and Teams chief is leaving as part of a broader wave of senior departures that The Information reports is foreshadowing a larger business transition at the company.
Google DeepMind is positioning its robotics models as a licensable platform for many robot makers, the Android approach, rather than building its own vertically integrated hardware the way Tesla builds Optimus.
Apple will unveil a Siri-powered smart-home hub, a refreshed HomePod mini and a new Apple TV on October 13, its first serious smart-home push in nearly a decade.
AMD is paying $8.2 billion in stock for Fei-Fei Li's spatial-intelligence startup World Labs, a direct answer to Nvidia's own world-model push and its pending Hugging Face acquisition.
AMD is acquiring Fei-Fei Li's spatial-intelligence startup World Labs for $8.2 billion, the chipmaker's largest AI acquisition yet as it races to build a software layer around its silicon.
Nvidia's board approved a $150 billion increase to its stock buyback program, the largest single buyback authorization in corporate history, as the chipmaker sits on record AI-driven profits.
