Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while also confronting investor scrutiny over the scale of its infrastructure spending.

Nvidia, on January 26, unveiled a new family of open-source AI models aimed at making weather forecasting faster and less expensive as part of the company's broader push to provide open-source software.

Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built using Google's Gemini models and cloud infrastructure. The partnership will provide core technical support for a more personalized version of Siri that Apple plans to roll out in 2026.