Industry Technology

AI ambitions could push SpaceX to tens of trillions in value by the 2030s, analyst argues

Mach33 Financial Group says SpaceX's AI pivot is the real long-term value driver, while Google restructures DeepMind and ByteDance races toward a massive new mo

AI infrastructure spending is splitting the semiconductor sector in two

Samsung's chip profit surged 250-fold while Qualcomm and Arm stumble on smartphone weakness, revealing a widening divide in enterprise hardware demand.

SpaceX revenue nearly doubled as Starlink and AI businesses surge, but the spending is far from over

SpaceX's debut financial results show revenue nearly doubling, powered by Starlink and AI, even as executives warn the investment cycle is still ramping up.

Samsung chip profit soared 250-fold this earnings season, and AI infrastructure spending shows no sign of slowing

AI hardware demand drove Samsung's chip unit to a 250-fold profit surge, while Palantir, Cloudflare, and Hon Hai posted outsized results, splitting the enterpr

Enterprise AI's ROI reckoning: budget discipline, open-weight models, and industrial acquisitions are reshaping how operators deploy

Three forces are converging in enterprise AI: tighter spending controls, cheap open-weight models, and multibillion-dollar industrial deals.

Meta is hiring AWS's Dave Brown and talking to Anthropic as its cloud push becomes real

Meta is recruiting a top Amazon Web Services executive and in early talks to sell compute to Anthropic, turning Zuckerberg's cloud ambitions into operational mo

Progress Software acquires Domo's AI and data platform for $400 million

Progress Software is paying $400M for Domo's AI and data platform, adding 2,400+ enterprise customers and an agentic analytics layer to its AI infrastructure st

AI startups now claim 80% of Forbes list funding and are spawning a new wave of pre-unicorn challengers

Forbes' 2026 AI 50 and Next Billion-Dollar Startups lists reveal how AI dominates venture capital and enterprise application alike.

OpenAI and Anthropic now hold 80% of AI 50 venture funding as enterprise-ready startups multiply

Forbes' 2026 AI 50 reveals $305.6B raised across 50 startups, with OpenAI and Anthropic alone accounting for $242.6B, while vertical specialists prove real reven

HCLTech's Advanced AI revenue jumps 62% as record $2.4B bookings quarter signals enterprise AI spending is accelerating

HCLTech posted record Q1 bookings of $2.4B and 62% Advanced AI revenue growth, anchored by a $1.14B digital workplace deal and a $370M AI data center bet.

QCi splits its C-suite in two, hiring a $2B sales veteran as CRO while promoting its former CRO to a new CPO role

Quantum Computing Inc. named Susan Hunt as Chief Revenue Officer and created a Chief Product Officer role for Pouya Dianat to sharpen commercial execution.

Informa TechTarget's Portal platform wins 2026 CODiE Award for best data analytics solution

Informa TechTarget's Portal buyer intelligence platform took the CODiE Award for Best Data Analytics Solution, validated by its 58M permissioned first-party aud

Adobe's AI-first ARR triples year over year, surpassing $500 million as Q2 revenue hits a record $6.62 billion

Adobe posted record Q2 revenue of $6.62 billion, with AI-first ARR tripling year over year and surpassing $500 million, prompting a full-year revenue guidance r

Wipro's Q1 FY27 large deal bookings jump 13% as clients shift to AI-enabled operating models

Wipro posted $1.6B in large deal bookings in Q1 FY27, up 12.9% sequentially, as enterprises across chemicals, health, and tech double down on AI-powered managed

Etched closes $300M Series C at $10.3B valuation, doubling in seven months as inference chip orders hit $1B

Etched raised $300M at a $10.3B valuation, led by Sequoia, doubling its worth in seven months with $1B in chip orders already booked.

Google's Gemini 3.5 Pro slips behind schedule as compute constraints ripple across AI industry

Google's next flagship Gemini model is months behind on coding benchmarks while AI compute scarcity reshapes vendor relationships and product timelines industry

From pilot to daily habit: how enterprise AI adoption is actually scaling in 2026

Law firms, banks, and consumer brands are converting AI pilots into embedded workflows through peer-led champion networks — and the numbers prove it.

Cognizant expands Google Cloud partnership to move 100,000 associates onto Gemini Enterprise

Cognizant and Google Cloud deepen their Gemini Enterprise partnership, targeting 100K associates and joint go-to-market offerings across key industries.

AI monetization, model efficiency, and India's infrastructure gap define the industry's mid-2026 moment

Earnings season is surfacing real AI revenue, models are getting leaner, and India's chip deficit is forcing a rethink of AI sovereignty strategy.

Enterprise AI adoption is surging, but workforce readiness is sliding backward

AI is embedded across 57% of enterprises, yet workforce confidence and goal attainment are both declining. Here's what the data says operators must fix.

Anduril CEO signals no IPO urgency as new funding round targets $28 billion valuation

Anduril CEO Brian Schimpf told CNBC the defense tech company can stay private indefinitely as it pursues a new round valuing it at $28 billion.

Only 26% of enterprises say AI governance keeps pace with deployment, Smarsh study finds

A Smarsh study conducted by FTI Consulting finds 55% of enterprises are deploying AI but only 26% have governance that matches the pace.

Eighty percent of U.S. factories have no automation. Here's what's holding them back

Most U.S. manufacturers believe AI is critical to their future, yet few have deployed it broadly. The gap between intent and execution is widening.

B2B tech lead gen in 2026 is a timing problem, not a volume problem

Enterprise tech buyers finish 60–70% of their research before talking to a rep. The pipeline gap lives in that window, not in list size.

Meta's cloud ambitions emerge as EU tightens rules on AWS and Azure

Meta is building a cloud business to sell excess AI compute, while AWS and Azure face new EU Digital Markets Act scrutiny.

Fable 5 and Mythos 5 Are Back. What the 19-Day Shutdown Taught Every Enterprise About AI as Infrastructure.

On June 30, the U.S. Department of Commerce lifted export controls on Anthropic's Claude Fable 5 and Mythos 5, ending a 19-day global shutdown. The models return globally on July 1. Here is what changed, what it means for B2B buyers worldwide, and what the broader AI race looks like now.

Enterprise AI adoption shifts from pilot projects to core business strategy

Enterprise AI is moving beyond experimentation into full-scale deployment, reshaping operations, decision-making, and competitive positioning across industries.

OpenAI files confidentially for IPO as competition heats up

OpenAI has filed confidentially for an IPO, valued at $157 billion in its last private round, as competition from Anthropic, Google DeepMind, and Meta intensifies.

HPE Unifies Global Distribution With Ingram Micro and TD SYNNEX

Global model anchored by strong regional and specialist distributors positions partners to capture opportunities across HPE's full portfolio

Extreme Solidifies Networking Leadership with Major Enhancements to Extreme Platform ONE

Autonomous AI meets integrated security, simple pricing, and third-party management to power the next era of networking