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Tech industry analysis from BusinessTech News. The competitive dynamics, M&A flow, and strategic moves shaping each tech segment. Coverage of cloud (AWS, Azure, Google Cloud, Oracle), enterprise software (Microsoft, Salesforce, Adobe, ServiceNow), consumer hardware (Apple, Samsung, Google), and the second-tier players competing in each. Pieces explain who is winning, who is losing, and which structural shifts make the next quarter's earnings predictable.
OpenAI, Google, and Anthropic are shifting from pure AI performance to ecosystem dominance. Anthropic overtakes OpenAI in revenue while Google captures 21.5% market share through distribution.