Also tariffs in credit agreements, JPMorgan private credit, Windsurf’s second exit and quants going to AI labs.

The artificial intelligence boom is already visibly reshaping the cloud wars. For instance, Amazon Web Services looked like ...

Google hired Windsurf’s core team and licensed its AI tech for $2.4B to support agentic coding in DeepMind’s Gemini project.

Cognition acquires AI coding startup Windsurf, gaining its IP, talent, and user base, strengthening its position to compete ...