Financial Data

Dreamforce 2026 goes all-in on AI agents, but ROI numbers are still missing

Dreamforce 2026 is being framed around the “Agentic Enterprise,” but the pre-event materials cited here include no customer ROI figures or cost-to-run numbers f

Alphabet’s $5.9B Q2 cash burn is turning AI infrastructure into a CFO-led capex fight in 2026

After Alphabet reported a $5.9B Q2 cash burn and lifted its 2026 spending outlook by $15B, enterprises are seeing tougher ROI gates for GPU and data-center buys

Google extends financial lifeline to power Anthropics AI ambitions

Google is providing vital financial backing to Anthropic, underwriting $35 billion for AI-driven data centers. Tracking the strategic alliances in AI development.

The Business Case for AgTech: Better Data Is Key to Managing Risk on the Farm

Farming is under more pressure than it’s been in years. Costs are rising, prices are unpredictable, and every decision carries more weight than it used to. What many still think of as a traditional industry is quietly evolving, with more farmers turning to digital tools to manage risk and stay competitive. It’s not about chasing…

How AI Is Transforming Private Equity Deal Evaluation and Portfolio Strategy

Artificial intelligence is rapidly transforming how organizations evaluate risk, analyze markets, and drive operational efficiency. In financial services alone, global AI spending is projected to surpass $97 billion by 2027, reflecting how deeply data-driven technologies are reshaping decision-making. For private equity firms—where hundreds of potential investments may be screened each year—the ability to analyze information…

Applied Digital Investor Day Highlights

At Applied Digital’s inaugural Investor Day, speakers from various sectors of the company and its partners shared insights on the company’s strategic advancements and future goals. The event underscored Applied Digital’s role in shaping the trajectory of high-performance computing and AI technologies. Key takeaways included: 1. Expansion of capacity to hundreds of megawatts and securing…