Forget Palantir, Microsoft is the government’s real tech problem Opinion MPs are right to warn about the dangers of the public sector’s use of Palantir, but the bigger story is the vice-like grip Microsoft exerts of government IT systems, says Bill McCluggage Palantir, the Peter Thiel-founded data analytics firm with its murky intelligence community roots, makes for an irresistible villain. So it’s no surprise that [...]
‘Safe’ version of Anthropic’s Mythos model hits market Tech Anthropic officially released Claude Fable 5 on Wednesday, allowing the public to access the core architecture of its notorious ‘Mythos’ model for the first time – a technology previously deemed to dangerous for distribution. Fable 5 is being rolled out via Anthropic’s interace, but the launch comes with strict limitations. The San Francisco-based AI titan [...]
Nvidia beats again – but Wall Street’s expectations keep rising Tech Nvidia delivered another record-breaking quarter on Wednesday night, extending its dominance at the centre of the AI boom – but investors are increasingly asking how long the explosive growth can continue. The world’s most valuable company reported first-quarter revenue of $81.6bn, up 85 per cent year-on-year and ahead of Wall Street forecasts of $78.9bn. Net [...]
Nvidia must ‘step up to the plate’ after $1.5 trillion rally May 20, 2026 The world’s most valuable listed company is expected to report another surge in sales and profits after the US market closes, with Wall Street forecasting quarterly revenue approaching $79bn (£58.9bn). But investors are increasingly questioning how long Nvidia can sustain growth at its current pace after the stock added more than $1.5tn in market value [...]
Google and Blackstone take aim at Nvidia in $5bn AI bet May 19, 2026 Alphabet’s Google and Blackstone are launching a $5bn (£3.7bn) AI infrastructure firm in one of the clearest signs yet that Big Tech is trying to loosen Nvidia’s grip on the AI boom. The deal, as first reported by The Wall Street Journal, will see the pair create a new US-based AI cloud and data centre [...]
HSBC is the only UK name on $13 trillion list of top global brands May 14, 2026 The rise of AI has shaken up an influential ranking of global big-name firms, as the competition to become one of the world’s elite brands becomes fiercer than ever, according to an influential index tracking the corporate elite. The Kantar Brandz Top 100 – which ranks the value of brands – unveiled on Thursday, is [...]
Big Tech results: Alphabet soars as Meta meta sinks on spending plans April 30, 2026 The four largest AI players reported quarterly earnings simultaneously for the first time on Wednesday, delivering a broadly positive set of results that nonetheless triggered a sharp divergence in after-hours share price moves. Alphabet led the pack, with Google’s parent company posting revenue of $109.9bn (£81.6bn) a 22 per cent rise on the same period [...]
Big Tech earnings to test AI demand – and Nvidia surge April 28, 2026 Big Tech earnings this week are expected to provide a clearer picture of the AI state of play, with results from Microsoft, Alphabet, Meta and Amazon set to offer updates on capital expenditure and AI-related revenues. The results come as Nvidia, the booming chip darling, closed last week at a record high, taking its market [...]
Look East to understand how AI is shaping the future April 2, 2026 While the West is still debating an AI bubble, China and Singapore are developing strategies to adapt to the forthcoming civilisational change, says Lewis Liu Over the past few months, I’ve spoken with hundreds of asset managers, pension funds, central banks, and sovereign treasuries about AI, collectively managing over $100tn in assets. The same three [...]
CMA launches investigation into Microsoft amid cloud contract crackdown March 31, 2026 The UK’s competition watchdog has launched a new probe into Microsoft’s business software ecosystem, as part of a wider push to loosen the grip of Big Tech on cloud, and boost competition for British firms. The Competition and Markets Authority (CMA) said it will open a strategic market status investigation in Microsoft’s suite, including Windows, [...]