'You essentially pay for intelligence twice, once with money, and again with something even more valuable': Microsoft CEO Satya Nadella warns AI users not to give away too much
By moving to on-prem models trained on the data businesses already keep in the cloud, their is less risk of the big AI companies selling business secrets to the competition. [...]
Apple is in talks with the startup shrinking a 27B AI model onto an iPhone
Apple is in early talks with PrismML, a startup that shrinks large AI models to run directly on a phone. The company’s on-device AI pitch could help Apple keep more of Siri’s work off the cloud. P [...]
Agent context layers: Enterprises governing their AI data are catching twice as many bad answers as the ones who aren't
Across 101 enterprises, the context feeding AI agents is failing often and repeatedly. Sixty-eight percent have traced a confident but wrong agent answer to missing or inconsistent business context in [...]
Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off
Microsoft went into its earnings facing one question: is the vast AI spending working? The numbers said yes, mostly. Revenue rose 18% to $90bn for the quarter to 30 June, and net income climbed 31% to [...]
Google rebrands NotebookLM as Gemini Notebook and opens its search app to third-party integration
Google is renaming NotebookLM to Gemini Notebook and integrating the tool more deeply into its ecosystem. A new feature gives each notebook its own cloud computer that can write and run code, initiall [...]
Agents think in milliseconds, legacy infrastructure doesn't. LinkedIn, Walmart and Zendesk shared how they closed the gap at VB Transform 2026
Legacy infrastructure, not the models themselves, is what's actually slowing AI agents down. That was the shared conclusion of three infrastructure leaders — from LinkedIn, Walmart, and Zendesk [...]