While Palantir may have the better long-term business model given its recurring nature, for 2026, I'm going to give the edge to Nvidia. AI infrastructure spending is still ramping up and looks to be ...

The report estimated that Anthropic now earns 40% of enterprise LLM spend. That's up from 24% last year and 12% in 2023.

IBM will pay $31 a share, according to a statement issued Monday. The offer values Confluent at about $10.9 billion on an ...

Special Report: Aurora Labs is shifting from printing metal to powering drones as turbojet demand explodes. And if it can ...

"IBM and Confluent together will enable enterprises to deploy generative and agentic AI better and faster," Krishna said in a ...

Ives's recent downgrade of Nice, which provides AI-enabled cloud platforms for customer experience, also reflects the threat of a declining user base. Hyperscalers such as Alphabet (GOOGL) (GOOG), ...

IBM said on Monday it will buy data infrastructure company Confluent in a deal valued at $11 billion, ramping up its ...

NextEra Energy and Google Cloud announced a strategic partnership to develop gigawatt-scale data center campuses across the ...

IBM will pay US$31 a share, according to a statement issued Monday. The enterprise value, which includes debt, is US$11 ...

Despite assertions that Uswag Ilonggo Party-list Representative James Ang Jr. had already divested from Allencon, official ...

Computer-use agents and self-clicking AI browsers make for great demos but struggle to offer obvious utility to most people.

A common argument, regardless of whether people think AI is a bubble or not, is that many companies will be disrupted due to ...