Enterprise Tech News.

Google Cloud has signed a short-term deal with SpaceX to provide bridge capacity for Gemini Enterprise. The agreement ensures capacity to meet surging customer demand. Google will pay $920 million per month under the deal. The partnership supports Gemini Enterprise as it prepares for its initial public offering.

Google will pay SpaceX $920 million per month for compute capacity from October 2026 through June 2029. The agreement spans 3.5 years, with a reduced fee for the first 9 months. Google will use about 110,000 Nvidia graphics processing units housed in SpaceX's data centers. If SpaceX fails to deliver access to the committed amount of GPUs by September 30, 2026, Google can immediately end the agreement.

Formula One teams are deploying artificial intelligence in engineering rooms, strategy calls, and fan platforms, with eight new AI partnerships signed in six months. Atlassian Williams Racing is working with Anthropic to use Claude in race strategy and team operations. Red Bull Racing has embedded Oracle technology across team operations, shifting from search to decision-support. F1 team spending on technology led categories last season, reaching an estimated $769 million, up 41% from the prior year.

Microsoft AI chief Mustafa Suleyman says the company was 'set free' from its partnership with OpenAI to pursue superintelligence, ending a three-year relationship that catapulted Copilot products into the enterprise mainstream and added hundreds of billions of dollars to its market capitalization.

IBM Z mainframe growth accelerates as enterprises seek trusted AI infrastructure. Ric Lewis, senior vice president of IBM Infrastructure Division, noted boardrooms now routinely discuss AI plans and underlying infrastructure. The industry conversation has shifted dramatically in 18 months with agentic AI reshaping workflows. AI initiatives move from experimentation to production amid growing demand for reliable enterprise systems.

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Microsoft announced Microsoft IQ as a context layer across GitHub Copilot, Microsoft Foundry, and Copilot Studio. The company also revealed Work IQ APIs, Fabric IQ, Foundry IQ, and Web IQ as part of its AI strategy. These tools aim to provide reliable context, governance, identity, memory, and secure access to enterprise data. Microsoft is pushing agents into production throughout enterprise systems.

Michael Saylor sold 32 Bitcoins worth $2.5 million from Strategy's holdings, which now total 843,706 Bitcoins worth $51.6 billion. Strategy paid an average price of $63,867 per Bitcoin, higher than its current price. Saylor expects Bitcoin's value to soar to $21 million over two decades, but sold some to fund dividend payments.

GitHub accidentally deleted subscriptions for chat integrations Slack and MS Teams. Customers can manually re-subscribe their channels to repositories. The issue was caused by a recently enabled feature flag, which has been turned off as a mitigation. GitHub is exploring options to restore the deleted subscriptions. Customers may see unexpected repo unsubscription events in their Slack or Teams channels.