Nvidia said it will buy Hugging Face in a deal valued at $12.93 billion. Nvidia said the deal is to expand its developer ecosystem and improve Hugging Face's infrastructure. The re...
Meta released Muse Spark 1.3 and said it improves coding and agentic tasks, promised that Watermelon, an improved model is on deck, and said Muse Spark open weight releases are com...
Hewlett Packard Enterprise delivered strong fiscal third quarter results as it rides AI-based servers as well as traditional data center gear. HPE projected fiscal 2026 revenue gro...
Anthropic CEO Dario Amodei may be the best marketer for cybersecurity software in the industry's history. You simply can't have a cybersecurity earnings call without talking about ...
Palo Alto reported a strong fourth quarter and 34% revenue growth powered by its next-generation security products. Separately, Palo Alto Networks said it will acquire Console, an ...
Dell Technologies reported revenue growth of 58% in the second quarter compared to a year ago and projected fiscal 2027 revenue of $192 billion, up 69% for the year. ...
Z.ai, the Chinese AI company behind the leading open GLM models, reported its first half results. Z.ai launched its IPO on the Hong Kong Stock Exchange in January....
Oracle CEO Mike Sicilia riffed on AI spending, open models, finding enterprise value and outcome-based pricing in a recent talk. Sicilia's comments are worth noting since much of O...
Quantum computing has quietly matured in 2026 and is moving from laboratory research to engineered systems that are increasingly being deployed. However, quantum computing remains ...
Workday reported better-than-expected second quarter results and said AI is driving more than a quarter of its new annual contract value. The company added that it has more than 5,...
Salesforce CEO Marc Benioff said the company's Dreamforce conference is going to feature a heavy dose of AIforce, the company's enterprise harness that has evolved over the last th...
Nvidia reported second quarter revenue growth of 106% from a year ago and projected third quarter revenue of $108 billion. That projection puts Nvidia on a $432 billion annual reve...
Box CEO Aaron Levie said enterprise customers are looking to quot;a model neutral layerquot; that will direct workflows to the cheapest models at the accuracy level needed. ...
Zoom continued to show enterprise traction and AI adoption in its second quarter and the company's net earnings were boosted by its stake in Anthropic....
SoundHound AI is looking to move beyond its core voice AI market to orchestrate broader AI agents and the early interest for its new OASYS platform indicates the company may have a...
Google's acquisition of Spirit Airlines data for $10 million highlights the value of proprietary data to train models, bolster customer profiles and be more predictive. The big que...
Retailers have seen mixed second quarter results, but are convincingly making the case that AI-driven transformation makes them more than just their brick-and-mortar stores. ...
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
Google's acquisition of Spirit Airlines data for $10 million could be a punchline or a template for future deals for companies looking to develop industry specific models. Bet on t...
OpenAI said it is pausing some of its reinforcement learning training for its frontier models to meet alignment, security and monitoring standards. ...
