Richard Waters

Google and Microsoft have registered stronger profit margins than Wall Street had expected in the latest quarter.

In the AI boom, not all capex is created equal

There are big differences in the level of risk and likely returns of Big Tech’s spending

Mark Zuckerberg, chief executive officer of Meta Platforms Inc., introduces the Meta Ray-Ban Display AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. Meta Platforms, seeking to turn its burgeoning smart glasses into a must-have product unveiled its first version with a built-in screen. Photographer: David Paul Morris/Bloomberg

The smart glasses race has finally started

Meta’s Ray-Ban Display kicks off a round of product launches by tech companies

FILE PHOTO: The Meta logo, a keyboard, and robot hands are seen in this illustration taken January 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
PERSPECTIVE

The diverging future of AI

Behind the scenes, a new generation of more specialised agents is starting to take shape

FILE PHOTO: Gemini logo is seen in this illustration taken May 20, 2024. REUTERS/Dado Ruvic/Illustration/File Photo

Google is winning the AI search wars

But rival products from Apple and OpenAI will continue to attract users

Elon Musk's 10-year, US$55.8 billion stock compensation deal blew away all comparisons.

The Elon Musk pay dilemma

Every tech company with a founder at the helm faces the ‘how much’ question – but there are many ways to answer

A smartphone displays a logo of Swedish buy now, pay later firm Klarna in this illustration. The firm's latest fundraising values it at US$5.9 billion before the injection of new cash, representing an 87 per cent slide.

Venture capital’s delayed rendezvous with reality

The sector, and investors, may be trying to maintain business as usual — but a messy unwinding is under way