Overview
- Financial Times reports Amazon, Google, Microsoft and Meta plan about $660 billion in 2026 capital expenditures, including Amazon at $200 billion and Alphabet doubling to $185 billion, with Microsoft disclosing that 45% of its $625 billion future cloud contracts are tied to OpenAI.
- NVIDIA CEO Jensen Huang told CNBC the investment wave is sustainable because customers are generating cash from AI, noting most GPUs are fully rented and even six‑year‑old A100s remain in use.
- Anthropic released Claude Opus 4.6 with test‑phase 1,000,000‑token context, stronger planning and coding, and unchanged pricing of $5 per million input tokens and $25 per million output tokens, while OpenAI launched GPT‑5.3‑Codex with faster performance and higher scores on SWE‑bench Pro, Terminal‑Bench 2.0 and OSWorld‑Verified, now available to paid ChatGPT users.
- GitHub opened a preview that integrates Anthropic’s Claude and OpenAI’s Codex into Copilot workflows for Pro Plus and Enterprise subscribers, allowing developers to choose and compare agents across web, mobile and Visual Studio Code.
- Apple CEO Tim Cook told employees the company is preparing new AI‑driven product categories, with outside reports pointing to work on AI glasses and an AI pin that could be shown as early as late 2026.