IBM’s Software Unit Carries a Quarter That Beat Forecasts
IBM has spent two years telling investors that artificial intelligence would show up in enterprise software before it showed up anywhere else. On Wednesday the company got to point at…
ChatGPT’s Ad Business Reaches 89 Countries
In Lagos, Buenos Aires, Karachi and Kyiv, a free ChatGPT user will start seeing sponsored links. OpenAI said Wednesday that it expanded advertising to 26 more countries, bringing the total…
The Assistant That Wants to Speak First
At seven in the morning it sends a short brief. Through the day it watches a calendar, an inbox and whatever else has been connected, and it messages only when…
SpaceX Pays a Premium for Six Weeks in Memphis
The email went to every SpaceX employee in early October, and it read less like a human-resources notice than a call for volunteers before a launch window. “We now need…
Nvidia’s $4,999 Desk Computer and the Memory Argument
The case for running a large language model on your own desk has always run into the same wall, and it is not compute. It is memory. A model with…
OpenAI Puts a Gate in Front of the Model Middlemen
For as long as developers have had a choice of models, a layer of middleware has grown up to manage that choice: routers that send each request to the cheapest…
SAP’s First €10 Billion Quarter Comes With a Higher Bar
SAP spent four years telling investors that shifting customers off installed software and onto cloud subscriptions would eventually show up in the top line. On Wednesday it did, in the…
The Attack Framework Called CARLIY0S
The most revealing artifact in Straiker’s investigation was not a piece of malware. It was a database. The security firm obtained a snapshot of it, dated Sept. 24, taken from…
The 20% Question: Eric Schmidt on AI and the Corporate Middle
Eric Schmidt used to spend about 12 hours a day in meetings as Google’s chief executive. He mentions the figure now not as a war story but as a cost…
Meta’s AI Build Now Costs More Than Its Business Brings In
For three years, Meta Platforms has told a clean story: the advertising machine pays for the artificial-intelligence build, and the build eventually pays for itself. On Wednesday afternoon, that arithmetic…
