Microsoft says its AI business has passed a billion annual revenue run rate, but new analysis indicates much of that activity may be tied to OpenAI. For cloud and platform teams, the disclosure sharpens the case for portable, multi-model AI architecture.

Google reports up to 75% lower infrastructure cost per intermittent AI agent using GKE Agent Sandbox and suspend-resume orchestration, with important workload and restore caveats.

Google has moved Demis Hassabis into an Alphabet-wide science role and placed Koray Kavukcuoglu in charge of Google DeepMind’s daily operations, reshaping oversight of Gemini models, APIs and developer products.

Google has opened Gemini Robotics ER 2 to developers, adding streaming, video progress tracking and multi-robot orchestration while setting an August migration deadline for ER 1.6 users.

The U.S. has finalized voluntary cyber-capability tests for frontier AI models as Meta, OpenAI, Anthropic and Google meet officials. Here is what DevOps and platform teams should watch.