Cisco's AI Infrastructure Orders Hit $9.3 Billion As Networking Demand Surges
Cisco's AI infrastructure orders hit $9.3 billion in FY 2026 as hyperscaler demand pushes networking deeper into the AI buildout.
Enterprise AI
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Coherent's AI Datacenter Revenue Surges 59% as Q4 Sales Hit $2.05 Billion
Coherent reported record Q4 revenue of $2.05 billion as AI datacenter demand lifted its optical business and pushed revenue growth to 42%.
CoreWeave and Nebius Show the High Cost of Winning the AI Cloud Race
CoreWeave and Nebius are signing larger AI cloud contracts as stronger pricing supports billions in infrastructure spending.
Ryanair Just Signed a Five-Year Google Cloud Deal
"This agreement demonstrates how deploying generative AI at scale can help industry leaders scale securely, reduce operational costs, and redefine the travel experience."
Kyndryl to Acquire Healthcare IT Leaders to Expand AI-Led Healthcare Modernization
Kyndryl plans to add Healthcare IT Leaders' healthcare application and consulting capabilities to its infrastructure and AI services.
GlobalFoundries Selects Redpanda to Build Real-Time Data Layer for AI Agents
GlobalFoundries is deploying Redpanda's real-time data platform across manufacturing and business systems as it expands AI agent use.
Globant Launched an AI Services Platform With Output-Based Pricing
"AI is not just making the same projects faster, it is making thousands of projects viable that never were before."
What Zebra's Earnings Tell Us About the Current Phase of Enterprise AI
The company’s latest earnings suggest enterprise AI spending is expanding beyond knowledge workers into frontline operations across warehouses, hospitals, factories, and retail stores.
Crown's AI Playbook Starts With Keeping Data Off the Model
Chris Davis-Pipe and Antony Anand on Crown's data rules, and why the company still asks "why" before it digitizes anything.
The Firms That Predicted AI Disruption Are Now Living It
The firms that mapped AI disruption across every industry are now experiencing it in their own distribution model.
Caterpillar Restarts Discontinued Engine Platform as AI Data Center Demand Grows
Power generation sales to users climbed 72% in the second quarter as Caterpillar resumes production of a gas engine platform discontinued in 2022.
Lumen Says AI Networking Push Lifted Strategic Revenue Above 50% in Q2
Lumen reported Q2 results in line with expectations as strategic revenue exceeded half of business revenue and AI-focused networking services gained momentum.
Pinterest Has 640 Million Users and a Working AI Shopping Tool. Growth Is Still the Problem.
"AI is at the heart of our momentum and is a clear accelerant for our business."
ShipBob Anchors New AI Suite with Anthropic Partnership
The new ShipBob MCP offers 70+ read and write actions across 10 areas of operations, among the first full read-write connectors in the fulfillment industry.
Palantir Wants Enterprises to Stop Renting AI
Palantir's strongest quarter yet came with a bigger claim: enterprises want to own more of the AI they deploy.
Twist Bioscience Expects Triple-Digit AI Drug Discovery Growth Through FY27
Minimum triple-digit growth sets the company’s AI orders to surge from ~$25M in FY25 to at least $100M by FY27.
EXL Acquired the Company That Trains AI Models. Now It Is Selling the Full Stack.
"Together, we can help clients bridge the gap between innovation and execution, turning AI potential into measurable business results."
Sierra's AI Agents Can Now Connect to Your Bank Account Mid-Conversation
The mechanism is already used by roughly half of US adults with a bank account.
Apple Argues More Enterprise AI Workloads Belong on Macs
Apple used its latest earnings call to argue that some enterprise AI workloads are better suited to run on endpoint devices, while continuing to rely on the cloud for others.
1,100 AI Researchers Want a Way to Slow Frontier AI Before It's Too Late
"A verified mechanism should exist before AI systems reach a point where they can accelerate their own development faster than humans can supervise."