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Earnings: Latest AI News

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Showing 1-17 of 17Results matching "Figure AI"

Today

1 story
EarningsBusiness

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. Accelerators are chips designed for AI computing, while networking connects computing equipment in a data center.

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Yesterday

1 story

Earlier this week

2 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.

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Last week

11 stories
EarningsBusiness

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. The figures make AI a stated contributor to new business, not simply a feature set inside the company’s HR and finance software.

2 min readRead story
EarningsBusiness

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. Amazon ’s AI infrastructure outlay is no longer a purely forward-looking bet: AWS revenue grew 37% year over year to $42.2 billion in the second quarter, its fastest growth in 18 quarters.

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EarningsBusiness

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. Salesforce is making a more specific AI argument: Agentforce is not only being sold, but used enough in production for customers to buy more capacity.

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EarningsBusiness

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. IREN shares fell about 6% after its fiscal 2026 results put the cost of its business transition in plain view: a $638.8 million impairment tied largely to older bitcoin-mining equipment it plans to retire.

2 min readRead story
EarningsBusiness

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. Enterprise AI spending is increasingly a fight over the software that connects models to company data and daily work. Salesforce is positioning Agentforce as an agentic CRM platform.

3 min readRead story
EarningsBusiness

Nvidia’s $105 Billion OpenAI Backstop Raises the Stakes for Rubin’s Autumn Debut

Wednesday’s results will be read as a test of a new, more exposed Nvidia: one that is both selling the hardware for AI buildouts and helping customers finance the infrastructure around it. Nvidia enters Wednesday’s earnings report with a bigger job than delivering another surge in chip sales. It then agreed to guarantee up to $105 billion for OpenAI’s 20-year lease of a large Ohio data center.

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August 2026

2 stories
EarningsStartups

Micro1’s Reported $500M Run Rate Tests the Economics of AI Training Data

The startup’s reported growth comes with an important accounting gap: two figures published about its take from gross volume do not reconcile, even as reusable synthetic data promises higher margins. Micro1’s gross annual run rate reportedly rose from $100 million to $500 million in eight months. Micro1 began as an AI recruiting startup before founder Ali Ansari moved it into data labeling.

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EarningsBusiness

Anthropic’s Reported $11.5 Billion Quarter Sharpens Its IPO Case, Not Its Price

Preliminary documents suggest Anthropic’s revenue accelerated dramatically in the second quarter. But reported investor meetings have not included detailed financial or valuation discussions, leaving a large gap between operating momentum and an eventual public-market price. The figures give the discussion a powerful growth signal, but they do not establish what public investors would be asked to pay.

5 min readRead story