SMRTR TechDec 10, 2025PYMNTS

Google and Microsoft Race to Rewrite Big Tech’s Playbook

SMRTR summary

Tech giants are racing to expand AI beyond software into physical products and infrastructure, with Google planning AI-powered smart glasses for 2026 and winning a Pentagon contract for three million employees. Meanwhile, massive investments are flowing into AI infrastructure, as Microsoft commits $36.5 billion to build data centers in Canada and India, Amazon pledges an additional $35 billion for India expansion, and SoftBank and Nvidia discuss investing in robotics firm Skild AI at a $14 billion valuation.

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