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WealthWise
Amazon is acquiring satellite operator Globalstar in an $11.57 billion transaction, paying $90 per share to accelerate the direct-to-device capabilities of its Amazon Leo low Earth orbit network.
To resolve complications regarding Apple's existing 20% equity stake in Globalstar, Amazon signed a simultaneous agreement to become the primary satellite infrastructure provider for current and future iPhones and Apple Watches.
The strategic takeover merges Globalstar's valuable spectrum and existing orbital fleet with Amazon's upcoming constellation, directly escalating the space internet rivalry against SpaceX's Starlink.
The acquisition is expected to close in 2027 following regulatory approvals and the achievement of satellite milestones.
#Amazon #Globalstar #Apple #AmazonLeo #Satellites #SpaceX #Starlink #SpaceIndustry
14 hours ago | [YT] | 1
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WealthWise
Nvidia has expanded its open-source AI model ecosystem with a new quantum-focused family called Ising, marking its first AI models designed specifically for quantum computing control and error correction.
The company said Ising is the first family of open-source AI models aimed at quantum computing.
“AI is essential to making quantum computing practical,” said Huang, founder and CEO of Nvidia. “With Ising, AI becomes the control plane—the operating system of quantum machines—transforming fragile qubits to scalable and reliable quantum-GPU systems.”
The new models include Ising Calibration, a vision-language model that interprets quantum processor measurements and automates calibration, reducing tuning time from days to hours.
The second is Ising Decoding, a 3D convolutional neural network optimized for speed or accuracy, enabling real-time quantum error correction.
Nvidia said the models are already being used by enterprises, universities, and research labs including IonQ, Cornell, Harvard, and Fermilab to advance quantum computing development.
The Ising models join Nvidia’s broader open AI portfolio, including Nemotron (agentic systems), Cosmos (physical AI), Alpamayo (autonomous driving), GROOT (robotics), and BioNeMo (biomedical research).
Nvidia also reiterated its expectation that the quantum computing market could exceed $11B by 2030.
#Nvidia #QuantumComputing #Ising #QuantumAI #AI #MachineLearning #DeepLearning #AIModels #Huang #TechNews
15 hours ago | [YT] | 3
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WealthWise
Meta is projected to overtake Google in total digital advertising revenues for the first time by the end of 2026, according to Emarketer forecasts.
Meta is expected to generate $243.46B in net global ad revenue in 2026, up from $196.17B in 2025, while Google is forecast to reach $239.54B in 2026, up from $214.06B in 2025.
Meta’s share of global digital ad spend is projected to rise to 26.8% in 2026, slightly ahead of Google at 26.4%, making Meta the largest digital advertising platform by share.
“Google has plenty of levers it can pull to try to speed up growth,” said Max Willens, principal analyst at Emarketer. “But the diversity of its business — it generates billions of dollars in subscriber revenues from YouTube Premium, for example — may make it harder for it to leapfrog past Meta in terms of digital ad revenues.”
Amazon is also growing in digital ads, forecast to reach $82.07B in 2026 (up from $68.64B), capturing about 9% share of global ad spend.
“The consolidation of digital ad dollars around Google, Meta, and Amazon reflects a compounding advantage of first-party data, AI integrations, and audience reach,” said Drew Spink, senior forecasting analyst at Emarketer.
Together, Meta, Google, and Amazon are expected to control 62.3% of global digital advertising spend in 2026.
#Meta #Google #DigitalAdvertising #AdTech #AIAdvertising #AmazonAds #TechNews
16 hours ago | [YT] | 1
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WealthWise
GitLab announced an expanded collaboration with Google Cloud that deepens integration between GitLab’s AI tools and Google’s Vertex AI platform.
Under the deal, Google Cloud customers will be able to use the GitLab Duo Agent Platform with Google’s Vertex AI models, including Gemini, with usage counting toward existing Google Cloud spending commitments.
#GitLab #GoogleCloud #VertexAI #Gemini #AI #ArtificialIntelligence #CloudComputing #DevOps #AIAgents #TechNews
17 hours ago | [YT] | 0
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WealthWise
Apple is testing four smart AI glasses designs under the internal name N50, with plans to unveil them late 2026 or early 2027 and release in 2027.
The designs range from a large rectangular Wayfarer-style frame to slimmer rectangulars, larger oval or circular frames, and a smaller refined oval or circular option.
Apple is considering vertically oriented oval camera lenses with surrounding lights — a departure from Meta's circular design — and is exploring acetate construction in black, ocean blue, and light brown finishes.
The glasses are planned to integrate tightly with the iPhone and priced at a higher price point than rivals.
Bloomberg's Mark Gurman: "If executed properly with a functional Siri, these glasses could follow a trajectory similar to the Apple Watch: not first to market, but ultimately dominant."
#Apple #AIGlasses #SmartGlasses #Meta #Siri #WearableTech #N50 #AppleWatch #TechNews #AAPL
1 day ago | [YT] | 3
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WealthWise
Credo Technology Group agreed to acquire DustPhotonics, a developer of Silicon Photonics Integrated Circuit technology for optical transceivers, in a cash-and-stock deal.
Credo will pay $750M in cash plus ~0.92M shares upfront, with up to ~3.21M additional shares contingent on financial milestones.
The deal is expected to close in Q2 2026 and be accretive to non-GAAP EPS in Credo's fiscal 2027.
#Credo #DustPhotonics #SiliconPhotonics #OpticalNetworking #AIInfrastructure #Semiconductors #MergersAndAcquisitions #Photonics #TechNews #AIChips
1 day ago | [YT] | 0
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WealthWise
Wedbush analyst Alicia Reese expects Netflix's ad revenue to at least double to $3B this year, with "significant opportunities remaining in 2027 and beyond."
Reese noted that "Netflix should continue to gain incrementally from its ad business by expanding partnerships, improving targeting, leveraging AI, and adding more live content," with interactive ads further enhancing its marketing capabilities.
#Netflix #NFLX #Advertising #StreamingWars #AdRevenue #LiveContent #AI #DigitalAdvertising #TechStocks
1 day ago (edited) | [YT] | 2
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WealthWise
BNP analysts led by Nick Jones report that Claude's share of AI chatbot web visits nearly doubled month over month in March, rising from 3.6% to 6.6%, while average monthly daily active users more than doubled from 0.8% to 1.8%.
Gemini also gained steadily, with web visits climbing from 26.2% to 28% and DAUs from 15.1% to 16.5%.
"While ChatGPT remains the category leader, it continued to lose both web traffic and mobile app share in March," BNP noted.
The analysts also highlighted Google's dual momentum — not only holding the second-most-used chatbot position but expanding in AI compute through its Broadcom agreement to build 3.5 GW of capacity for Anthropic.
#Claude #Anthropic #Gemini #Google #ChatGPT #AIMarket #GenerativeAI #TechNews
1 day ago | [YT] | 1
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3 days ago | [YT] | 3
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WealthWise
Eos Energy Enterprises closed over 29% higher on Thursday after guiding Q1 revenues to $56M–$57M on record operational performance.
Shipments rose 17% Q/Q, battery output 10.4% Q/Q, bipolar output 10.6% Q/Q, and bipolar automation yields improved 22% Q/Q.
The company also completed factory acceptance testing for its second battery production line, with initial production targeted for the end of Q2.
Line 2 was purpose-built with a single-piece flow configuration, increased process redundancy, and advanced pick-and-place gantry systems for faster cycle times and repeatability.
#EosEnergy #BatteryStorage #EnergyStorage #CleanEnergy #EOSE #GridStorage #EnergyTransition #BatteryTech
5 days ago | [YT] | 3
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