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Insights News
July 22, 2026

IBM CEO following Q2 wipeout: We're confident in our strategy

Data to Decisions
IBM CEO Arvind Krishna moved to ensure customers and investors that the company's strategy was sound following a profit warning that spurred worries about AI infrastructure spendin...
Larry Dignan
Insights News
July 22, 2026

Anthropic to deploy AMD Helios in strategic pact

Tech Optimization
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
Larry Dignan
Insights News
July 20, 2026

AMD launches Helios, lands Microsoft Azure deal

Tech Optimization
AMD said Microsoft will deploy its Helios rack systems, GPUs, CPUs, networking and software on Microsoft Azure in an expanded partnership. ...
Larry Dignan
Insights News
July 16, 2026

Moonshot AI launches Kimi K3

Data to Decisions
Moonshot AI released its Kimi K3 model, a 2.8T parameter large language model the company said is on par with Anthropic's Claude Opus 4.8 and OpenAI GPT-5.5. ...
Larry Dignan
Insights News
July 16, 2026

TSMC: 'Conviction in multi-year AI megatrend remains high'

Innovation & Product-led Growth
TSMC CEO C.C. Wei said the company's quot;conviction in the multi-year AI megatrend remains very highquot; and the company sees 2026 revenue growth topping 40%. ...
Larry Dignan
Insights News
July 6, 2026

Anthropic inks 20-year lease with TeraWulf

Tech Optimization
Anthropic inked a 20-year lease agreement with TeraWulf to add capacity. The deal highlights how neoclouds and second-tier providers are scrambling ahead of what's expected to be M...
Larry Dignan
Insights News
July 1, 2026

Meta eyes cloud computing: Here’s the fallout

Revenue & Growth Effectiveness
Meta is reportedly considering a cloud computing unit to rent out spare capacity in a move that would put it in competition with AWS, Google Cloud and Microsoft Azure. The fallout ...
Larry Dignan