Oct 17, 2026
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2 min read
AI agents are spreading across enterprises faster than the rules to govern them, and ServiceNow wants to own that gap.
Oct 15, 2026
The offline mandate is less about consumer convenience than about keeping European transactions on Mastercard's network before a state-backed alternative arrives.
Oct 14, 2026
Enterprise AI competition is shifting from who builds the best model to who controls the agent that routes the work.
Oct 13, 2026
Cisco is betting that the platform hosting rival AI providers' agents, not the model itself, is what keeps the enterprise customer.
Oct 12, 2026
Atlassian is betting that its map of how teams work together matters more than which AI model powers the tools.
Oct 10, 2026
3 min read
Private markets priced Firmus at $10.5 billion in August; the ASX was asked for $30 billion in October, and the books closed without a price.
Oct 8, 2026
The damages are enormous because the component sits in hundreds of millions of devices, and that same math is why such numbers rarely survive appeal intact.
Oct 7, 2026
The company that made autonomous agents cheap to run now sells the hardware meant to stop them, and the hardware half is not shipping yet.
Oct 6, 2026
The cars outran Wall Street by more than 24,000 units, while the storage business meant to be the second growth engine barely moved.
Oct 5, 2026
The lab has almost no revenue; what it has is a view of what the next generation of models will demand from the hardware underneath them.
Oct 3, 2026
Security tools were built to manage people who click; the money is moving toward whoever can govern software that acts on its own.
Oct 1, 2026
The gap between the asking price and the likely price is the first clear sign that buyers of AI infrastructure have started negotiating.
Sep 30, 2026
The glasses and the keychain are distribution; the revenue comes from a merchant fee on purchases the assistant completes on your behalf.
Sep 29, 2026
The unusual part is who pays, because customers are funding part of the factory and guaranteeing volumes before a single line runs.
Sep 28, 2026
The satellite carries about as much computing as a single server, which is the point: this is a test of physics rather than a data center.
Sep 26, 2026
The order is less an approval than a supervised trial, and the hard part is that the new venues cannot reach the liquidity that makes a market function.
Sep 24, 2026
The bet is that running AI models is limited by how fast data reaches the chip, not by how fast the chip can compute.
Sep 23, 2026
For the first time one top-tier chip cannot serve the whole premium market, and the reason is the price of the wafer rather than anything about the design.
Sep 22, 2026
The objection is not that these companies might default; it is that lenders are not being paid enough to find out.
Sep 21, 2026
On the company's own benchmark it trails the frontier models, which tells you the bet is about cost and control rather than capability.
Sep 19, 2026
The company turned away paying customers, and the proposed fix is a buildout that would draw more power than New York State at peak.
Sep 17, 2026
About a billion dollars a year buys what rivals are spending tens of billions to build, and the cost is owning none of it.
Sep 16, 2026
The money is not for a data center; it is for the transformers and switchgear that decide whether one can ever be switched on.
Sep 15, 2026
Banks lent more than was asked for on the same day public shareholders sold hard, and the asset behind it all has no market price.
Sep 14, 2026
The contracts are real, but serving them costs more today than they pay, so the money to build had to come from somewhere else.
