The quarter offers a concrete commercial signal for enterprise agents: Workday ties them to new contracts and customer expansion. The harder question is whether that momentum can extend beyond customers already buying its core HR and finance platform.

2 min

Aug 29, 2026Business

Launch Business

Valon Makes Most New Hires Earn AI Access, Projects 75% Cut in Token Spending

The mortgage-servicing startup is treating role knowledge as a prerequisite for AI use after broad access produced expensive model use and work colleagues had to correct.

2 min

Aug 29, 2026Business

Earnings Business

Marvell Raises Guidance as Data-Center Revenue Rises 46% to $2.17 Billion

The chipmaker has a concrete quarterly demand signal behind its outlook. The next test is whether that data-center momentum continues.

2 min

Aug 29, 2026Business

Lawsuit Business

Sony and Warner Sue Anthropic Founders Over Claude Data, Seeking Up to $150,000 Per Work

The publishers’ case reaches beyond Claude’s alleged lyric outputs to the route by which copyrighted material entered Anthropic’s systems—and seeks records that could tie those decisions to its co-founders.

3 min

Aug 29, 2026Business

Business

Barclays Sees Big Three Clouds Taking $35–$40 per $100 of AI-Lab Revenue

The bank’s model points to a lucrative serving layer for AWS, Azure and Google Cloud, even as falling training costs improve AI labs’ economics and self-built capacity looms.

2 min

Aug 28, 2026Business

Partnership Business

OpenAI Proposes November 12 End to Cursor Model Access After SpaceX Deal

Cursor’s appeal is a single coding interface for several model providers. OpenAI’s proposal would remove one of those direct connections, with the migration path still undefined.

3 min

Aug 28, 2026Business

Acquisition Business

Nasuni Buys DryvIQ, Adds Governance Across 40-Plus Data Repositories

The deal joins file-data management with discovery, classification and policy enforcement. The remaining test is whether those controls work accurately on enterprise content and reach customers as a broadly adopted product.

2 min

Aug 28, 2026Business

Earnings Business

Amazon Plans $220B Capex as AWS Revenue Grows 37%, Testing Returns

AWS provides a visible return channel today. The harder question is whether future capacity sales and AI-led retail discovery can sustain the payoff from Amazon’s expanding infrastructure budget.

3 min

Aug 28, 2026Business

Earnings Business

Salesforce Says Agentforce Passed $1.5B ARR as It Pushes Consumption Into Premium Plans

The earnings-call case for AI is moving beyond pilots: Salesforce is pointing to production customers and repeat credit purchases, while still relying on premium editions and flexible pricing to turn that activity into broader revenue.

3 min

Aug 28, 2026Business

Earnings Business

IREN Takes $639M Mining Writedown as AI Cloud Revenue Rises Nearly 8x

IREN is retiring older mining hardware and preparing sites for AI cloud growth, but contracted annualized capacity revenue remains well ahead of the cloud revenue it has recognized.

2 min

Aug 28, 2026Business

Partnership Business

OpenAI Hires Meta’s Devanathan for Southeast Asia and Australia Growth, Policy

The Singapore-based role combines customer growth with partnerships, operations and regulatory engagement, while OpenAI separately names an India head.

2 min

Aug 27, 2026Business

Enterprise adoption Business

Clara Shih Pulled Entry-Level Posts, Predicts AI Pressure on 1 in 5 Corporate Roles

The former Meta leader’s forecast targets jobs that prepare briefs, decks, and other inputs for colleagues. It is a prediction rooted in her experience of faster agent-assisted workflows, not a measured labor-market forecast.

2 min

Aug 27, 2026Business

Enterprise adoption Business

Cisco Rolls Out MyAgent to 90,000 Employees for Supervised Cross-App Work

The deployment combines approved model and data access with work delegation across enterprise software. Cisco wants the internal system to become a blueprint for customers, while its public description leaves the operating controls and results unmeasured.

3 min

Aug 27, 2026Business

Enterprise adoption Business

Intuit Says 75% of Enterprise Suite Customers Use AI Agents Each Month

The adoption marker arrives as Intuit pushes its agents into bookkeeping and financial workflows, alongside broader business growth and a customer-acquisition drive.

2 min

Aug 27, 2026Business

Earnings Business

Nvidia Posts $96.2B Revenue, Then Guides to $108B Next Quarter

The revenue beat and higher third-quarter outlook moved investors from anticipating a large quarter to judging whether Nvidia can meet an even larger near-term target.

3 min

Aug 27, 2026Business

Earnings Business

Nvidia’s $63.1 Billion Receivables Add a Cash-Flow Caveat to Its Earnings Beat

The chipmaker’s demand outlook remains strong, but a faster-growing pool of unpaid invoices, longer payment terms and larger supply obligations shift attention toward how the buildout is financed.

3 min

Aug 27, 2026Business

Acquisition Business

Musk’s SpaceXAI Pairs Grok 4.6 With a $60B Cursor Plan, as Safety Concerns Persist

The merged business is building its model and coding footprint at scale, but recent misuse reports and a low external assessment put its safeguards under sharper scrutiny.

3 min

Aug 27, 2026Business

Enterprise adoption Business

Moonbug Starts AI Tests for Cocomelon Workflows With Legal and Human Review Gates

The children’s studio is creating a controlled route for generative AI experiments, with file separation and human rework intended to preserve authorship of its franchise-defining material.

2 min

Load more stories18 more next