It Industry

Financial services will outspend most U.S. industries in 2026, and H1 B2B tech buying shows where the contracts are moving

Forrester pegs U.S. financial services tech budgets at $495B in 2026. Circana-tracked H1 B2B purchases point to faster cycles in security, AI foundations, and s

A $3 billion federal minerals push and a strike at BHP's Port Hedland signal a rougher road ahead for industrial supply chains

Critical minerals funding, an iron ore strike, and a cooling U.S. jobs market are hitting procurement and supply-chain teams at the same time.

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.

Bending Spoons acquires Airtable at 2.7x ARR, an 89% collapse from its 2021 peak valuation

Bending Spoons is buying Airtable at a $1.29B enterprise value, a fraction of its $11.7B 2021 peak, sending a sharp signal to B2B SaaS operators.

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 building a cloud business to sell AI compute, putting pressure on AWS, Azure, and Google Cloud

Meta is forming a cloud unit to sell excess AI computing power to enterprise customers, setting up a direct challenge to the hyperscaler incumbents.

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.

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

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.

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.

Strong AI governance can lower insurance premiums and board liability

The insurance industry has long rewarded responsible behavior with lower premiums. Nonsmokers pay less for health coverage. Safe drivers pay less for auto policies. Homeowners with security systems get better rates. According to proponents of AI governance platforms, the same logic now applies to ho

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.

SpaceX's $60 billion acquisition of Cursor to boost competitive edge in AI coding

SpaceX's acquisition of AI coding startup Cursor for $60 billion underscores its ambition in the AI sector. This bold move positions SpaceX to challenge Anthropic and OpenAI's dominance.

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

IPS Global Mkt Meeting 2026 – An de Coen on the Future of Marketing Leadership

In an era where marketing is expected to do more than generate awareness, the conversation is rapidly shifting toward measurable impact and strategic leadership. Industry gatherings like IPS Global MKT Meet NYC 2026 reveal a growing consensus: success hinges not just on execution, but on clarity of purpose and the ability to articulate…

Consulting Reframed: Perspective, Leadership, and Impact Beyond the Client

As organizations navigate accelerating digital transformation, tighter margins, and increasing organizational complexity, the role of consultants is being re-examined. Today’s most effective consulting leaders are no longer valued simply for delivering projects, but for bringing outside perspective, cross-industry insight, and the ability to lead through ambiguity. Most large organizations today are not short on…

2025 Broadband Year in Review, Part 2

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin continues his conversation with Alex Rozek, Founder and CEO of Mac Mountain, to examine how technology shifts, capital discipline, and changing consumer expectations reshaped broadband in 2025, and what those changes lock in for the future. As the broadband industry closes…

2025 Broadband Year in Review, Part 1

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin sits down with Alex Rozek, Founder and CEO of Mac Mountain, to unpack the defining shifts that shaped the broadband industry in 2025 and what they signal for the years ahead.  As the industry approaches the end of 2025, broadband looks markedly different…

From Flip Phones to Free-to-Play Empires: How Mobile Gaming Reshaped Business Models, Communities, and Esports

Mobile gaming has quietly become the largest segment of the global gaming industry, generating about $92 billion annually—more than both PC and console games. Yet for decades, many brands and agencies underestimated its reach, focusing instead on arena-filling esports tournaments or blockbuster console titles. With nearly everyone carrying a smartphone, however, mobile has become…

AI Meets Access: Powering Smarter Systems with Mobile Credentials

As the security integration industry contends with rapid technological advancement and increasing business complexity, many integrators are looking for the tools, training, and guidance to keep pace. At the center of this evolution is AI—transforming not just the products integrators deploy but also the way they operate their businesses. Meanwhile, the shift to mobile…

Mentorship, Training, and Culture Shifts to Boost Workforce Development in the Security Sector

The security industry is facing a moment of transformation. Amid rapid technological shifts and workforce challenges, companies are realizing that talent — recruiting it, developing it, and retaining it — is now central to long-term success. At the same time, long-overdue conversations around inclusion, representation, and culture are gaining momentum across the sector. Workforce…