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Applied Digital is rapidly scaling its role in the AI ecosystem:

• It finalized a major lease expansion with CoreWeave, securing the full 400-megawatt capacity at its Polaris Forge 1 campus in North Dakota. This solidifies its position as a strategic infrastructure provider for AI workloads.
• The company broke ground on Polaris Forge 2, a new AI data center campus designed to support 300 megawatts of IT load, with future scalability to over 1 gigawatt.

• CEO Wes Cummins described Applied Digital as the "modern-day picks and shovels of the intelligence era," emphasizing its role in powering the AI revolution.
• The company is actively negotiating with multiple hyperscalers for new campus developments, indicating strong demand and future growth potential.

• Construction at Polaris Forge 1 is progressing on schedule, with tenant fit-outs underway and additional buildings already in development.
• Applied Digital has demonstrated its ability to build and scale high-performance computing campuses in parallel across multiple locations.

• CoreWeave expanded its agreement with OpenAI and signed a new multi-billion-dollar deal with Meta Platforms, reinforcing its role as a top-tier provider of AI compute capacity.
• It became the first company to offer the full NVIDIA Blackwell GPU portfolio at scale, positioning itself as the go-to platform for advanced AI workloads.

• CoreWeave launched serverless reinforcement learning capabilities, enabling developers to build more reliable AI agents without managing infrastructure.
• The company announced the acquisition of Monolith and OpenPipe, expanding its AI cloud platform into industrial innovation and reinforcement learning.
• It also formed CoreWeave Ventures, a new investment arm focused on supporting the future of AI innovation.

• CoreWeave committed £1.5 billion to power UK AI innovation, supporting sustainable computing and regional growth.

• CoreWeave became the Official AI Cloud Computing Partner of the Aston Martin Aramco Formula One® Team, showcasing its brand alignment with high-performance industries.

Microsoft is accelerating its AI strategy with a major pivot:

• It unveiled homegrown AI models, reducing reliance on OpenAI and signaling a move toward greater independence in generative AI.
• The company continues to expand its Copilot platform, integrating role-based AI agents across Microsoft 365 and Dynamics 365 to automate workflows and boost productivity.
• Microsoft’s partnership with Nebius Group highlights its aggressive expansion in AI infrastructure.

• Microsoft launched an AI-powered claims denial navigator to support rural hospitals in managing insurance claims more efficiently.
• It also partnered with the AFT and OpenAI to launch the National Academy for AI Instruction, aimed at training educators in AI literacy.

• The Pentagon halted Microsoft’s use of China-based engineers for Department of Defense cloud systems, citing a “breach of trust”.
• Microsoft introduced Copilot for Finance tailored for government agencies, helping streamline public sector operations.

• Microsoft extended its partnership with the NFL, bringing Copilot to the sidelines to enhance coaching and player performance.
• A new five-year deal with the Premier League will personalize fan experiences using AI for over 1.8 billion viewers worldwide.

• Microsoft opened an AI Co-Innovation Lab in Wisconsin to accelerate industrial innovation in collaboration with local universities and economic development agencies.

• Microsoft laid off over 15,000 employees in 2025, citing restructuring for AI investment.
• The company faced internal protests and fired four employees over activism related to global partnerships.
• A tragic incident involving a Microsoft engineer sparked broader conversations about workplace stress and overwork in tech.

Alphabet scored a major legal win in its long-running antitrust case. A U.S. federal judge ruled that Google will not be forced to divest Chrome or Android, despite being found to hold an illegal monopoly in search. Instead, Alphabet must avoid exclusive contracts and share search data with competitors but can continue operating its core platforms intact.

Alphabet’s Gemini AI platform is gaining popularity, especially with its new AI-powered search overviews. These summaries appear at the top of Google Search results and have helped bridge traditional search with generative AI, easing concerns that AI tools like ChatGPT would disrupt Google’s dominance.

Alphabet launched a new image generator called Nano Banana via the Gemini app, which quickly went viral. The app topped App Store rankings, surpassing ChatGPT in downloads, signaling Alphabet’s growing strength in consumer AI tools.

Alphabet’s autonomous vehicle division, Waymo, continues to expand its Waymo for Business service, offering trusted daily rides for organizations. This marks a push into enterprise mobility solutions.

Alphabet unveiled Gemini Robotics 1.5, bringing AI agents into physical environments. It also launched YouTube Labs, a new initiative to let users shape the future of AI on YouTube through experimental features.

• Arm continues to gain traction as a foundational platform for AI workloads, with its Arm v9 architecture and Compute Subsystems (CSS) seeing widespread adoption across data centers, automotive, and mobile devices.
• The company is powering next-gen chips for Qualcomm, including PC and smartphone processors built on Arm’s ninth-generation technology, despite ongoing legal disputes.

• Arm is targeting a major leap in global data center CPU market share, aiming to grow from 15% in 2024 to 50% by the end of 2025, driven by AI sector momentum.
• Its partnership ecosystem continues to expand, with initiatives like Arm Total Design accelerating specialized infrastructure compute across industries.

• Arm is actively growing its developer community, offering new tools like Arm IP Explorer, Virtual Hardware, and Performance Studio, along with bite-sized training and certification programs.
• The company’s open computing ecosystem remains one of the largest globally, supporting innovation across mobile, cloud, IoT, and automotive sectors.

• Apple launched the iPhone 17, M3 iPad Air, and Apple Watch Series 11, continuing its tradition of sleek design and performance upgrades.
• The company introduced Apple Intelligence, a privacy-focused AI suite integrated across its devices, setting a new standard for secure AI experiences.
• The M4 MacBook Air release boosted Mac sales, while the second season of Severance on Apple TV+ contributed to strong engagement in its services division.

• Apple’s installed base of active devices reached a new all-time high across all product categories and geographic segments, driven by high customer satisfaction.

• Apple is part of a broader trillion-dollar AI infrastructure build-out, positioning itself alongside leaders like Meta and OpenAI in shaping the future of intelligent computing.

• Analysts predict Apple could reach a new all-time high, citing strong momentum and continued innovation despite competitive pressures.