Baird analyst Colin Sebastian joins the GeekWire Podcast to discuss Amazon, Google, and Meta’s AI strategies, tech investing trends, and how today’s AI boom compares to the dot-com era.

Google, Meta, and CoreWeave lead an expected $90 billion wave of AI and energy investments in Pennsylvania, marking a shift toward infrastructure-driven AI growth.

A misleading post is being circulated on the internet claiming that Meta AI can read all individual and group chats. Read here,

With a $2.4 billion agreement to license technology and hire top talent from AI coding startup Windsurf, Google has stepped up its efforts to dominate artificial intelligence. Varun Mohan, the CEO and co-founder of Windsurf,

High-profile tech names in Alphabet ( GOOG, GOOGL ), Meta ( META ), Nvidia ( NVDA ), and Microsoft ( MSFT) have advanced an average of 35% in the past three months, according to Yahoo Finance analysis. The top two performers are AI darlings Nvidia and Meta, which have logged respective gains of 52% and 41%.

Following Meta's strategic investment, Scale AI is laying off 14% of its workforce.

For Silicon Valley giants, getting ahead in the artificial intelligence race requires more than building the biggest, most capable models; they’re also competing to get third-party developers to build new applications based on their technology.

Top members of Meta’s new Superintelligence Lab discussed pivoting away from the company’s powerful open source AI model, Behemoth, and instead developing a closed model. This would mark a major philosophical shift for Meta.

Meta Platforms Inc., the technology conglomerate behind Facebook, is going all-in on artificial intelligence infrastructure. CEO Mark Zuckerberg on Monday announced plans to invest “hundreds of billions of dollars” into building some of the world’s largest AI superclusters.