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  1. Nvidia expands beyond GPUs as Meta's Muse agent stack deepens AI infrastructure push — DigiTimes Asia
  2. Alphabet, Meta, Microsoft, Amazon, Oracle commit over $3 trillion to AI spending — Techmeme
  3. Big Tech shareholder returns hit 15-year low as AI spending surges — Techmeme
  4. Big Tech commits over $3 trillion to AI infrastructure build-out — The Next Web
  5. Big Tech sheds nearly $900bn as Wall Street questions soaring AI spending — Financial Times AI
  6. Microsoft to raise $25 billion in debt to fund AI buildout — CNBC Technology
  7. Amazon AWS posts 39% revenue growth as cloud rivals also accelerate — CNBC Technology
  8. Amazon expands Alexa for Shopping with 100+ new capabilities ahead of gift season — Tom's Guide AI

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