Microsoft's $13 billion OpenAI partnership faces unprecedented pressure as Anthropic's Claude models gain enterprise traction, forcing the software giant to reassess its AI-exclusive strategy amid growing concerns about competitive vulnerability and strategic inflexibility in the rapidly evolving generative AI market.

Snap Inc. is spinning off its augmented reality glasses division into a separate business entity, a strategic move that could reshape how social media companies approach hardware innovation while providing financial flexibility and longer development timelines for AR technology.

The global medical device industry faces mounting scrutiny as regulatory frameworks struggle to balance rapid innovation with patient safety. Recent investigations reveal systemic weaknesses in device approval, monitoring, and recall processes, raising fundamental questions about oversight.

SAP shares cratered 14% on January 29, 2026, after Q4 cloud backlog growth missed at 16%, disappointing expectations of 26%. Solid revenue and AI-driven gains offered solace, but guidance for deceleration sparked selloff fears.

Sam Altman's admission that OpenAI compromised writing quality in ChatGPT-5.2 reveals critical tensions in AI development. The incident exposes trade-offs between advancing technical capabilities and maintaining user experience, raising questions about industry practices and competitive dynamics.

India's EU free trade deal slashes car import duties from 110% to 10%, boosting Mercedes, BMW, and Audi in the premium segment while shielding mass-market locals. EU gains first-mover edge over U.S., with quotas and EV delays balancing access amid stock dips for Tata and Mahindra.

ASML's monopoly on EUV lithography machines underpins Nvidia's AI chips, driving record 2025 bookings of 13.2 billion euros and a raised 2026 sales outlook to 34-39 billion euros amid surging demand from TSMC and others.

UK Prime Minister Keir Starmer's Beijing summit with Xi Jinping secured visa-free travel for Britons and business pacts, thawing ties strained by espionage rows and Hong Kong. Amid Trump tariff threats, Starmer balances growth with security in a high-stakes reset.

Microsoft's $80 billion Azure backlog extending to 2026 reveals unprecedented strain on cloud infrastructure driven by AI demand. The capacity crisis, stemming from GPU shortages and data center construction timelines, is reshaping competitive dynamics and forcing enterprises to fundamentally reconsider their AI deployment strategies.

Advantest's shares soared 14% on record Q3 sales from AI chip testing demand, lifting full-year profit forecast to $2.98 billion. SoC testers for AI/HPC drive 80% of growth amid rising chip complexity.

Tesla ends Model S and X production next quarter to repurpose Fremont factory for 1 million Optimus robots yearly, amid first annual revenue drop and pivot to AI-driven autonomy.

Elon Musk predicts AI-driven abundance will render retirement savings irrelevant by 2030, while Anthropic's Dario Amodei warns of massive job losses and inequality demanding urgent fixes. Their visions clash on the path to AI's economic transformation.