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Google’s SpaceX Compute Deal Shows the AI Capacity Crunch Has Reached Big Tech cover image

Google’s SpaceX Compute Deal Shows the AI Capacity Crunch Has Reached Big Tech

SpaceX disclosed a Google cloud compute agreement covering roughly 110,000 NVIDIA GPUs and $920 million in monthly payments. Google says the deal is short-term bridge capacity for stronger-than-expected Gemini Enterprise demand, showing how quickly AI infrastructure needs are outpacing even hyperscaler buildouts.

OpenAI’s New Codex Tools Push AI From Coding Assistant to Office Worker cover image

OpenAI’s New Codex Tools Push AI From Coding Assistant to Office Worker

OpenAI is expanding Codex from a software-development agent into a broader workplace workbench with six role-specific plug-ins, hosted Sites, and document Annotations. The update points to a bigger enterprise push: agents that execute business workflows, not just answer questions.