Business AI News

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.

Sep 2, 2026Business

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

The earnings beat gives HPE a stronger base for its new forecasts, while constrained components could limit how quickly server demand becomes delivered systems.

Sep 2, 2026Business

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Fast cloud growth and a large backlog have raised the bar for Oracle’s next report. Its reliance on debt and equity makes the spending plan as important as the revenue line.

Aug 31, 2026Business

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.

Enterprise adoption Business

Aug 31, 2026Business

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, 2026Business

Partnership Business

Nvidia Puts $3.5B Into MediaTek to Keep Custom AI Chips in Its Data-Center Stack

MediaTek’s planned accelerators are meant to run beside Nvidia hardware, giving Nvidia’s interconnect and rack architecture a role as customers pursue their own silicon.

Last week

12 stories

Aug 30, 2026Business

Funding Business

Nvidia Reportedly Suspends Parts of AI Cloud Plan Less Than Two Months After Launch

The proposed program paired capital for Nvidia hardware with a claim on cloud revenue, putting new attention on how far a chip supplier can reach into its customers’ businesses.

Aug 30, 2026Business

Funding Business

Andreessen Horowitz Raises $1.1B for AI’s Physical Infrastructure, From Chips to Robotics

The first hardware-specific vehicle in the firm’s portfolio turns an existing AI investment program into a dedicated mandate spanning compute, power, facilities and physical machines.

Aug 29, 2026Business

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, 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.

Enterprise adoption Business

Aug 27, 2026Business

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.

Aug 27, 2026Business

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.

Aug 27, 2026Business

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.

Aug 26, 2026Business

Partnership Business

Morningstar Brings PitchBook to Gemini Enterprise With Attributed Research

The partnership puts financial-data provenance at the center of Gemini workflows, but access is limited to eligible subscribers and the promised research gains remain a company-stated outcome.

Benchmark Business

Amazon Puts $25B Standalone Marker on Chip Business While Remaining a Top Nvidia Customer

Jassy’s hypothetical revenue benchmark does not describe a separately reported company, but it gives Amazon’s internal chip effort a new measure of scale as it both buys from and competes with Nvidia.

Cramer: Nvidia Results May Move an AI Trade Facing Memory and China Risks

Jim Cramer remains bullish on Nvidia, but says investors will use its report to assess whether supply constraints, data-center buildouts and competitive pressure can curb the wider AI spending cycle.

Funding Business

Nvidia Offers Up to $105B for Ohio AI Campus, Pushing Further Into Customer Finance

The support package and a separate $500 billion capital target put Nvidia closer to the projects that buy and run its systems. The open question is whether that added financing exposure improves the AI buildout without weakening investors’ view of its earnings.

Salesforce Reports $3.4B AI-and-Data ARR as ServiceNow Tops $1B AI ACV

The companies are pursuing overlapping enterprise AI ambitions from different starting points: Salesforce is attaching agents to its CRM and data stack, while ServiceNow is selling governance across workflows, agents and models.