Do Son Apple enters 2026 with $130B in cash and a new AI chief. While rivals burn billions, Apple is betting on Gemini and its Liquid Glass UI to win.
AI Strategy
NVIDIA acquires Slurm maintainer SchedMD to control GPU scheduling, and launches Nemotron 3 (Mamba-Transformer hybrid) to build a comprehensive AI ecosystem moat.
Apple's AI chief John Giannandrea is stepping down. Amid lagging progress, Apple hired former Google Gemini exec Amar Subramanya to spearhead its foundational AI strategy.
Google's VP of Global Marketing reveals the Pixel AI strategy: focus on tangible benefits like Auto Best Take, not hype, to define the Pixel as the generation's AI device.
Meta is exploring a temporary partnership with rivals like Google and OpenAI to power its AI chatbot, a move that signals a new 'all-of-the-above' strategy.
Microsoft announces a 3% workforce reduction (around 6,000 jobs) as part of a strategic restructuring to align with its AI-driven market strategy.