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 14, 2026

Is a FINRA-ish group the answer for frontier AI standards?

Data to Decisions
Dennis Hassabis, CEO of Google DeepMind, argued in a post on X that frontier AI models need a standard for new releases and FINRA (Financial Industry Regulatory Authority) serves a...
Larry Dignan
Insights News
July 13, 2026

Rightsizing open models may cut your AI inference spend

Data to Decisions
Salesforce said it has cut its AI inference bills by right sizing models. The general idea: Tune specific open source models to complete tasks instead of relying on pricey models. ...
Larry Dignan
Insights News
July 9, 2026

SpaceXAI, Meta puts pricing squeeze on Anthropic, OpenAI

Data to Decisions
OpenAI and Anthropic were already set up to be squeezed by open source large language models (LLM) from China and the US, but now SpaceXAI and Meta are getting in on the fun. ...
Larry Dignan
Insights News
July 8, 2026

SpaceXAI launches Grok 4.5

Data to Decisions
SpaceXAI launched Grok 4.5, a model that is designed to outperform on coding, agentic tasks and knowledge work, in a move that highlights why the company acquired Cursor for $60 bi...
Larry Dignan
Insights News
July 8, 2026

Apple, Broadcom confirm $30 billion custom chip pact

Tech Optimization
Apple said it inked a $30 billion deal with Broadcom to design and manufacture custom chips. According to Apple, the deal will produce more than 15 billion chips manufactured in th...
Larry Dignan
Insights News
July 7, 2026

DeepSeek's real impact happening now

Data to Decisions
DeepSeek freaked out the LLM industry about 18 months ago and kicked off the US-China AI race in earnest. Then DeepSeek's buzz faded a bit as other Chinese open LLMs flooded the ma...
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
Insights News
July 1, 2026

Five9: A look at its revamp and where it's headed

Next-Generation Customer Experience
Five9 has revamped its management team, launched products aimed at the intersection of AI and contact center and is now looking to build on recent momentum. The company has been bu...
Larry Dignan
Insights News
June 30, 2026

Anthropic launches Claude Sonnet 5

Data to Decisions
Anthropic launched Claude Sonnet 5, which delivers performance close to Opus 4.8 but at a lower cost. ...
Larry Dignan
Insights News
June 30, 2026

Couchbase plots course to be broader AI data platform

Data to Decisions
Couchbase launched an AI data layer and other enhancements to expand beyond a database provider to be an AI data platform. Couchbase's plan is to focus on mission-critical applicat...
Larry Dignan
Insights News
June 29, 2026

The world according to Softbank CEO Masayoshi Son

Future of Work
Softbank Group's shareholder meeting was a tour de force in risk, reward, the chase for artificial superintelligence and a dash of delusion. Reading through the transcript of Softb...
Larry Dignan