Cisco Systems Inc. raised its full-year AI infrastructure order target to $9 billion, nearly doubling its previous estimate of $5 billion, and projected fiscal Q4 2026 revenue of $16.7 billion to $16.…
CoreWeave, an AI-focused cloud infrastructure provider, warned investors in a regulatory filing that transitioning away from Nvidia's GPUs would require significant time and financial resources, as it…
XAI and Databricks announced a partnership on June 18 at the 2026 Data + AI Summit to integrate Grok models natively into Databricks' Agent Bricks platform, targeting enterprise document understanding…
Apple Inc. is in talks to pay partner publishers more than $100 million for content licensing rights to enhance its revamped Siri AI assistant, unveiled at its Worldwide Developers Conference on June …
Fermi Inc. has appointed Lee McIntire as its new chief executive, effective August 11, ending a leadership vacuum that began with the April 2026 ouster of co-founder Toby Neugebauer. McIntire, a forme…
ShieldFont, an open-source font created by designers Isaque Seneda and Gabriel Abrucio, disrupts AI scrapers by serving them nonsense text while humans read normally, swapping roughly 24.4% of all wor…
Morgan Stanley analyst Stephen Byrd warned that US data center power demand could reach 74 gigawatts by 2028, leaving a 49-gigawatt shortfall that threatens AI growth, even as global AI infrastructure…
JPMorgan Chase launched a synthetic credit default swap basket in February 2026 covering Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle, trading in standardized blocks of $25 million with eac…
Cisco reported record fiscal Q3 2026 revenue of $15.8 billion, a 12% year-over-year increase, and nearly doubled its full-year AI orders target to $9 billion, but shares retreated about 7% from post-e…
Apple Inc. will build a Mac mini manufacturing plant in Houston, Texas, as part of a $600 billion US investment commitment, with production expected to begin in 2026. The expansion will double the cam…
Cerebras Systems reported Q2 2026 core revenue of roughly $210 million, more than 100% year-over-year growth, and raised its full-year 2026 revenue guidance to $880 million to $890 million. CEO Andrew…
QTS Data Centers, a Blackstone portfolio company, is holding exploratory investor calls coordinated by Citigroup, Goldman Sachs, JPMorgan Chase, and Morgan Stanley for a potential bond offering, as re…
Anthropic's Chrome extension update, released August 7, now syncs Claude Cowork and Claude Code sessions across Chrome, enabling users to carry full AI context and conversation history between desktop…
Cisco Systems Inc. CEO Chuck Robbins announced five new hyperscaler design wins for its Silicon One chips and Acacia optics, with hyperscaler AI infrastructure orders on track to hit a $9 billion run-…
Bitcoin developers Jonas Nick of Blockstream Research and collaborator remix7531 released libshrincs, a proof-of-concept C library implementing the WOTS+C one-time signature component of the post-quan…
Coherent Corp. reported fiscal Q4 2026 revenue of approximately $2 billion, beating analyst consensus of $1.99 billion and exceeding its own guidance of $1.91 billion to $2.05 billion. The company gui…
Cerebras Systems reported Q2 2026 core revenue of $210 million, beating analyst expectations of approximately $194 million, and raised its full-year 2026 guidance. The wafer-scale AI chipmaker, founde…
The UK government announced on August 12, 2026, plans to introduce legislation regulating AI's role in gene synthesis, shifting from voluntary guidelines to mandatory biosecurity rules. The move, anno…
DeepSeek upgraded its V4 Pro model with a 1M-token context window and priced it at $0.43 per million input tokens and $0.87 per million output tokens, claiming it trails Anthropic's Claude Fable 5 by …
Nvidia Corp. announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for AI data center projects, turning its…