Amazon

Artificial Intelligence

With SEO Rizz Fading, Brands Compete For Chatbot Love

Photo illustration by Connor Lin / The Daily Upside

Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.

7 min read

Photo via Kazuki Oishi/Sipa USA/Newscom

Autos

Uber Promises to Spend $10 Billion On Robotaxis as Growth Disappoints Investors

Investors looked past Uber’s revenue growth Wednesday to focus on risks to the company from the robotaxi revolution.

2 min read
Photo via Abaca Press/Jumeau Alexis/Abaca/Sipa USA/Newscom

Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

CEO Andy Jassy hiked the company’s capex guidance about 10% to $220 billion, but investors loved a booming AWS business.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Artificial Intelligence

‘Modelmaxxing’ Replaces ‘Tokenmaxxing’ for Firms Grappling With AI Costs

Faster, cheaper models from DeepSeek, Moonshot and other Chinese firms let users prioritize AI cost-effectiveness, undercutting US giants.

5 min read

Big Tech

Google Gains Spot on Dow Jones While Losing Street Cred in AI

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Google shares have been hammered recently as two top artificial intelligence researchers spurned the company to join OpenAI and Anthropic.

2 min read

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read

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