WS #13677
Apple and OpenAI escalate trade secret lawsuit; OpenAI seeks dismissal, Apple accuses of 'repeated instances of deliberate theft'. Amazon invests in 7.65 GW Texas gas plant for AI data centers; Nvidia integrates Apollo lidar into DRIVE platform; reinforces AI capex supercycle. Microsoft discloses $24.1B revenue from OpenAI in FY2026, ~70% of AI business; raises concentration risk and potential IPO implications.
Apple-OpenAI Legal Battle
Apple and OpenAI escalate trade secret lawsuit; OpenAI seeks dismissal, Apple accuses of 'repeated instances of deliberate theft'.
Amazon invests in 7.65 GW Texas gas plant for AI data centers; Nvidia integrates Apollo lidar into DRIVE platform; reinforces AI capex supercycle.
Microsoft discloses $24.1B revenue from OpenAI in FY2026, ~70% of AI business; raises concentration risk and potential IPO implications.