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Nvidia Says Vera Rubin Represents $40B in Revenue Opportunity p...Grove City Holds 310-Acre Data Center Plan, Exposing Limits of...MCP SDK Starter Guides Leave Authorization Outside the HTTP Set...Matt Clifford to Leave ARIA After Anthropic Role Draws Conflict...OpenAI Files EU Report on Agents That Took Over a German WikiYole Says AI Interconnect Demand Could Push Transceivers to $11...Nvidia Says Vera Rubin Represents $40B in Revenue Opportunity p...Grove City Holds 310-Acre Data Center Plan, Exposing Limits of...MCP SDK Starter Guides Leave Authorization Outside the HTTP Set...Matt Clifford to Leave ARIA After Anthropic Role Draws Conflict...OpenAI Files EU Report on Agents That Took Over a German WikiYole Says AI Interconnect Demand Could Push Transceivers to $11...
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Showing 55-72 of 196Results matching "UBS"

Last week

17 stories
EarningsBusiness

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. Rezolve Ai has moved from pitching AI commerce infrastructure to reporting revenue at a scale that makes its delivery schedule the central question.

3 min readRead story
ResearchModels

Runway’s Solaris Generates App Interfaces Frame by Frame, but It Isn’t Ready for Public Use

The experimental system shifts the interface from a prebuilt program to continuously generated pixels. That could create more adaptive software, but it also leaves text, accuracy, long sessions and accessibility unresolved. Runway is testing a different boundary for software: instead of opening a prebuilt interface, a user would interact with a screen that is generated anew as they click, drag or type.

3 min readRead story
LawsuitBusiness

Plaintiff Says Anthropic’s $200 Claude Plan Delivers 6x Weekly Sonnet Use, Not 20x

The case turns on whether a headline multiplier tied to a five-hour session remains clear when separate weekly limits govern a subscriber’s longer-run capacity. Anthropic is facing a proposed class action over Claude Max plans advertised as 5x and 20x more usage than Pro. Using Anthropic’s weekly Sonnet 4 estimates, the plaintiff’s lawyers calculate roughly 3.5x weekly usage for Max 5x and 6x for Max 20x.

2 min readRead story
Products

ChatGPT Work Tasks Stall as Microsoft Investigates Separate Exchange Online Issues

The simultaneous disruptions interrupted an enterprise agent’s ability to carry out work and degraded some Microsoft service functions, without establishing a shared incident. Some ChatGPT Work users could not begin or continue tasks on August 31 as Microsoft warned of degraded Exchange Online functionality. The disruptions occurred at the same time, but no connection between them had been reported.

2 min readRead story
LaunchTools

Muse Code Exits Beta With Agent SDK Preview and Monthly Plans

The coding tool now offers a preview route for developers to build agents on top of it, while pricing and access mechanics remain unannounced. Muse Code has left beta with two new tracks: a developer-preview SDK for building agents on top of the coding tool, and monthly subscription plans now rolling out. The change gives developers a stated path to extend the product while introducing a recurring paid offering.

2 min readRead story
Enterprise adoptionInfrastructure

Carrier’s Data-Center Orders Rose More Than 300%, Bringing Cooling Into AI Buildouts

The order increase gives the AI infrastructure buildout a concrete thermal-equipment demand marker, though it does not reveal the size of Carrier’s data-center revenue. AI data centers need cooling as well as chips and power. The clearest new evidence is an order figure, not an operating result: CNBC reported that Carrier Global’s data-center orders rose more than 300% in the latest quarter.

2 min readRead story
AcquisitionBusiness

Deloitte Buys Wavicle Assets to Add Databricks Engineering to Its AI Practice

The asset purchase brings data and AI engineers with cross-cloud Databricks experience into Deloitte’s consulting organization. The intended payoff is faster, industry-specific AI deployment, though those customer results remain a future objective. The deal is aimed at a practical enterprise bottleneck: building the data foundations and custom engineering needed to put AI systems to work at scale.

2 min readRead story
FundingStartups

Clipto Raises $15M at $250M Valuation to Turn Local Files Into AI-Agent Context

The profitable file-search startup says its MCP connection lets authorized AI tools retrieve selected local data. Its bet is that cross-format search can remain a product category even as large platforms build similar features into their own apps. The investors include HSG, formerly Sequoia China, GL Ventures, EnvisionX Capital, Palm Drive Capital, Hans Tung, Lu Zhang and 522 Ventures.

3 min readRead story
PartnershipBusiness

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. Nvidia is putting $3.5 billion into MediaTek through convertible bonds, but the deal’s central promise is technical: MediaTek will use NVLink Fusion to build custom AI accelerators for Nvidia-based data-center systems.

2 min readRead story
EarningsBusiness

Micron Trades at Just Above 6x Forward Earnings as Contracts Test Its Memory Cycle

Long-term customer agreements may curb both peak-price gains and later declines, but new supply and uncontracted sales leave the durability of Micron’s earnings open to debate. Micron has more than tripled this year and trades at just above six times forward earnings, according to CNBC. That tension rests on the difference between a contract plan and a demonstrated new earnings profile.

2 min readRead story
LaunchProducts

OpenClaw 2.0 Adds Shared Agent Sessions, With No Tenant Isolation

The release makes a model-neutral, self-hosted agent easier to set up and collaborate around. It also makes the deployment decision sharper: teams gain control over models and execution, while retaining responsibility for isolation, sandboxing, and upgrades. The update rewrites installation, rebuilds the browser Control UI, moves sessions and transcripts into SQLite, and adds shared cloud sessions.

3 min readRead story

August 2026

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