Technology Growth

Adobe's AI-first recurring revenue grew more than 150% in a year

Adobe's AI-first ARR grew more than 150% year over year. Adobe now reports as one segment built for unified selling.

Vantage’s 1.4GW Texas campus makes grid contracts the real data center schedule

Vantage’s $25B “Frontier” plan in Texas lands as PwC sizes AI data center spend at $31.6T through 2050 and Frontier buyers add $915M more carbon removal demand.

Salesforce’s Claudeforce plug-in makes AI agent rollouts look like a CRM upgrade

Salesforce expanded its Anthropic partnership with a Claude plug-in while posting Q2 growth. The operational question now is where AI agents belong: CRM, data p

U.S. B2B tech spending hit $35.3 billion in the first half of 2026, and the second half looks different

Circana puts H1 2026 B2B technology revenue at $35.3B, up 10% YoY. Growth moderates to 6% in H2 as pricing dynamics shift and teams rethink GTM.

U.S. B2B tech spending hit $35.3 billion in H1 2026, with cloud leading at 15% growth

Circana's latest forecast puts U.S. B2B tech reseller revenue up 10% in H1 2026, with cloud, hardware, and software all posting gains.

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

U.S. B2B tech spending hit $35.3B in H1 2026, with cloud leading at 15% growth

Circana's latest forecast shows B2B technology reseller revenue up 10% year over year, with cloud, hardware, and software all posting gains.

Palantir's U.S. commercial revenue jumps 149% as enterprise AI sovereignty demand accelerates

Palantir's Q2 2026 results show U.S. commercial revenue up 149% year-over-year to $764M, signaling a decisive shift in how enterprises are buying AI.

AI startups are proving they can build real businesses, and Forbes' 2026 lists show exactly where the money is going

From $30B revenue run rates to sub-$1B unicorn candidates, Forbes' 2026 AI rankings map where enterprise AI investment is concentrating.

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.

Amazon Business hits $60 billion in annualized gross sales as agentic AI reshapes B2B procurement

Amazon Business has reached $60B in annualized gross sales, a milestone that arrives just as agentic AI begins rewiring how B2B buyers discover and purchase.

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

Wipro's large deal bookings hit $1.6B in Q1, growing 12.9% sequentially as AI-enabled contracts anchor growth strategy

Wipro posted $1.6B in large deal bookings for Q1 FY27, a 12.9% sequential jump, even as overall IT services revenue dipped slightly quarter-over-quarter.

AI monetization, model efficiency, and India's infrastructure gap shape enterprise AI decisions

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

Etched targets a $20 billion valuation with back-to-back rounds as inference chip demand hits $1 billion

AI inference chip startup Etched is in talks to close two concurrent funding rounds valuing it at $10B and $20B, signaling surging enterprise demand.

Databricks signs term sheet for $3 billion round at $188 billion valuation, led by Coatue

Databricks signed a term sheet for a $3B Coatue-led round at $188B, up 40% from a $134B valuation just months ago, to fund acquisitions and AI platform expansio

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.

AI mega-rounds reshape 2026 funding: OpenAI, Shield AI and Microsoft lead the surge

OpenAI's $122B raise, Shield AI's $1.5B defense round, and Microsoft's $10B Japan commitment signal a structural shift in how capital flows into AI.

OpenAI's $122B Round Headlines a Year of Record AI Investment

OpenAI's $122B raise, Shield AI's $1.5B defense round, and Microsoft's $10B Japan pledge signal a structural shift in how capital flows to AI.

Ingram Micro Reports Strong Q1 2026 Financial Results with Net Sales Up 13.7%, and Double-Digit Growth in Net Income

Fiscal First Quarter 2026: Net sales of $14.0 billion, above high end of guidance range and up 13.7% over prior year; Gross profit of $926.0 million, up 11.7% over prior year; Net income of $98.9 million and non-GAAP net income of $175.5 million, up year-over-year by 42.9% and 21.7%, respectively

Extreme Networks Reports Third Quarter Fiscal Year 2026 Financial Results

Revenue up 11% and SaaS ARR Growth Accelerates to 29% YoY on Extreme Platform ONE Growth; Secured Forward Supply Chain to Meet Demand and Stabilize Gross Margins

Intel Reports First-Quarter 2026 Financial Results

First-quarter revenue was $13.6 billion, up 7% year-over-year (YoY). First-quarter earnings (loss) per share (EPS) attributable to Intel was $(0.73); non-GAAP EPS attributable to Intel was $0.29. Forecasting second-quarter 2026 revenue of $13.8 billion to $14.8 billion; expecting second-quarter EPS attributable to Intel of $0.08 and non-GAAP EPS attributable to Intel of $0.20.

Metropolis: Weekly Drive-in

Metropolis “Weekly Drive In” reflects a new era of storytelling where AI meets real-world execution, turning everyday field performance into momentum. Centered on genuine conversions and local wins, the series highlights how the company is scaling not just through technology, but

Salesforce Advocacy and Informed Judgment Drive Successful Implementations

Salesforce can be a powerful growth platform, but its complexity can put inexperienced organizations at a disadvantage. Without strong in-house expertise, leaders may struggle to assess recommendations, push back on unnecessary scope, or determine whether proposed solutions truly support business outcomes. Over time, this can lead to overbuilt systems, excess cost, and decisions driven…

The Product Leadership Playbook: Lessons from SaaS Growth, FinTech Reinvention, and Startup Journeys

The world of tech rarely stands still. SaaS is growing faster than ever, reshaping how businesses deliver value, while fintech continues to reinvent how we pay, shop, and prove who we are. And the numbers back it up: The SaaS market, worth $266 billion in 2024, is projected to exceed $315.6 billion this year…

The Global BOPIS Market

Buy Online, Pick Up In Store, or BOPIS, is a retail revolution sweeping across the U.S., underscoring a key trend in consumer habits. With shoppers having spent over $95 billion via BOPIS in 2022, it’s clear this is not just a minor blip on the retail radar. What’s even more striking is that this…

The Impact and Future of Self-Service in Retail: Insights from Position Imaging

As the global pandemic reshapes purchasing habits, retail is undergoing significant transformation. Emerging trends like self-service are experiencing exponential growth, driven by evolving consumer expectations and the accelerating shift towards digitalization. The figures are telling, with self-checkout usage growing by an impressive 30%, and 73% of shoppers now preferring to handle returns independently. So,…

Bryan Barretto’s 2024 Outlook for Verizon: Leveraging New Partners for Telecom Growth

As we step into 2024, the Verizon Partner Network is on the brink of an exciting transformation. This evolution is driven by the introduction of new partners and a renewed focus on mobility and Fixed Wireless Access (FWA), areas poised for significant growth in the telecommunications landscape. In a recent discussion, Bryan Barretto, Managing Partner…