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Showing 1-18 of 43Results matching "Figure AI"

Today

1 story

Broadcom Forecasts $21.7B in Quarterly AI Chip Sales After a 221% Surge

The earnings show custom AI accelerators and networking becoming a much larger part of Broadcom’s business. The immediate test is whether the company can convert its $21.7 billion fourth-quarter AI semiconductor forecast into delivered sales while maintaining its margin target.

9 hours ago

3 min readRead story

Yesterday

3 stories

Earnings Business

Snowflake Lifts Product-Revenue Forecast After Q2 Beat; CoCo Hits 9,100 Accounts

The higher targets give Snowflake a clearer near-term financial bar. CoCo’s account growth adds an AI adoption signal, though the disclosed figure measures reach rather than a direct financial contribution.

20 hours ago

2 min readRead story

Enterprise adoption Business

Napster Pursues Penny-a-Minute AI Agents Through Microsoft

The former music platform is betting that a low price can make enterprise agents easier to sell. A 2025 coaching pilot shows the Microsoft relationship has already moved beyond a partnership announcement.

21 hours ago

2 min readRead story

Business

Enflame’s Retail IPO Tranche Is Subscribed 4,073 Times

The Tencent-backed AI-chipmaker’s retail orders totaled roughly 5.98 trillion yuan, while CXMT’s July offering remains the larger cited retail order-book comparison.

Yesterday

2 min readRead story

Earlier this week

4 stories

Earnings Business

Rezolve Reports $130.8M H1 Revenue, Puts $360M Goal on a Much Larger H2

The company’s reported first-half growth gives its agentic-commerce strategy a sharper commercial signal. Its reaffirmed full-year outlook, however, requires roughly three-quarters more revenue in the second half than it recorded in the first.

Sep 1, 2026

3 min readRead story

Acquisition Business

Imagenet Buys Analytica to Add Data Engineering and AI to Payer Operations

The purchase puts data engineering, governance and analytics beside Imagenet’s payer-administration workflows. The stated goal is to turn the resulting operational data into more useful intelligence without replacing clients’ core technology.

Aug 31, 2026

2 min readRead story

Enterprise adoption Business

Caterpillar Commits $100M to Retrain 118,000 Employees as AI Moves Beyond Mining

The five-year training commitment puts workers at the center of Caterpillar’s automation strategy. Its harder task is fitting more autonomous equipment into established jobsite roles and routines.

Aug 31, 2026

2 min readRead story

Enterprise adoption Business

Claims Adjusters’ AI Backlash Hits 98% Negative Reviews as Insurers Automate Claims

The backlash is not simply resistance to a new tool. Adjusters describe being held accountable for faulty outputs while job losses and fewer entry-level openings sharpen fears that automation is remaking the profession.

Aug 31, 2026

3 min readRead story

Last week

10 stories

Business

Nvidia’s $10B Physical-AI Business Bets on a Full Stack—and an Open China Trade Lane

The company’s hardware, robot models, simulation tools and startup investments form a platform strategy that can serve competing manufacturers. Its ability to keep doing so depends partly on policy that remains unsettled.

Aug 30, 2026

3 min readRead story

Enterprise adoption Business

Forward Deployed Engineer Postings Reportedly Jump 729% as AI Deployment Stays Hard

The role is designed to turn the informal exceptions inside a business into an AI-supported process—a task that may determine whether model output becomes usable operational work.

Aug 30, 2026

3 min readRead story

Earnings Business

Workday Says AI Drove 25% of New Contract Value as 5,500 Customers Adopt Agents

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.

Aug 30, 2026

2 min readRead story

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.

Aug 29, 2026

2 min readRead story

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.

Aug 29, 2026

2 min readRead story

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.

Aug 29, 2026

2 min readRead story

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.

Aug 28, 2026

3 min readRead story

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.

Aug 28, 2026

2 min readRead story

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.

Aug 28, 2026

3 min readRead story

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.

Aug 28, 2026

3 min readRead story

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