Technology Investments

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

Anthropic's $47B run rate, Google's AlphaEvolve GA, and Netflix's GenPage signal enterprise AI is entering a new operational phase

Several concrete AI developments this week show enterprise adoption moving past experimentation into infrastructure-level commitments with real cost implication

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.

Box, DocuSign, IBM, and the week's SaaS earnings signal a market in transition

Enterprise SaaS earnings diverge sharply in mid-2026: Box and DocuSign post steady growth while IBM's AI capex warnings rattle cloud software buyers.

Uber, Starbucks AI investments expose enterprise ROI gap

Uber burned its full 2026 AI budget in four months. Starbucks killed an AI inventory system after nine. Here's what enterprise operators must do differently.

AI cost reality bites: Uber, Starbucks, and the enterprise ROI reckoning

Uber burned its entire 2026 AI budget in four months. Starbucks scrapped its AI inventory system after nine months. Enterprise operators are now demanding proof

Healthcare AI shifts from admin tasks to care transformation, virtual care growth stalls on finances

Health systems pour more into AI than other industries but focus it on admin work. Virtual care use rises even as digital services lose money.

AI is the only growth budget: Ramp, Supabase, and AlphaSense headline a month of mega-rounds

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.

AI is the only growth budget: Ramp, Supabase, and AlphaSense headline a month of mega-rounds

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.

Why Businesses are Making More Long-Term IoT Investments

The march toward Industry 4.0 continues, and it seems businesses are more comfortable with their role in this transformation than ever before. Increasingly utilizing IoT as part of their business plans, new research from Information Services Group (ISG) found that companies are not only rapidly revamping their IoT plans, but they’re “growing more ambitious” with…