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For the first time, enterprise technology costs roughly the same as people and CFOs are starting to openly make that comparison. CNBC's Deirdre Bosa talks with two CEOs at the center of that trade: Arvind Jain, CEO of Glean and Matan Grinberg, CEO of Factory AI, on how companies are starting to route work across multiple AI models to control costs, and what it signals about the labor and capital decisions reshaping corporate budgets.

State data shows Tesla has 42 authorized robotaxis in Texas, far below Waymo's fleet size.

The case may create new legal risks for Google's search advertising business.

Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla uses AI to train its robo-taxis to drive.

Google is slowly encroaching on established AI infrastructure players.

The initiative is backed by nonprofit investor Elemental Impact and also includes the Bill Gates-backed Breakthrough Energy Discovery, Salesforce and a philanthropic office founded by a Walmart heir.

Truist Securities analyst Youssef Squali maintains Alphabet (NASDAQ:GOOGL) with a Buy and raises the price target from $415 to $430.

Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...