Intel and Broadcom CEOs say capital could constrain AI expansion
Intel’s Lip-Bu Tan and Broadcom’s Hock Tan said financing costs and proof of returns may shape AI build-outs beyond the current su...
By Colin Brandt 2 days agoEnterprise Reporter
Colin Brandt
Colin covers enterprise software and cloud infrastructure: the vendors, the migrations, and the budgets behind them.
Latest from Colin Brandt
Ultra Robotics reports $62M in funding across two rounds
Ultra Robotics reported $62 million in total funding, including a $50 million Series A for its warehouse robot service.
By Colin Brandt 4 days ago
Infor Velocity Week 2026 sets Oct. 6-8 agenda as theCUBE plans Oct. 7 coverage
Infor’s Orlando event plans industry, product and technology tracks, while theCUBE will examine its AI and automation strategy on...
By Colin Brandt 1 week ago
Schneider Electric announces plan to acquire PTC for $23.7 billion
Schneider Electric’s reported cash offer for PTC values the engineering software company at $205 a share, a 42.3% premium.
By Colin Brandt 1 week ago
SailPoint Navigate 2026 agenda puts AI agent governance on the program
SailPoint’s Austin conference runs Oct. 5-8, with keynotes and workshops Oct. 6-7 and theCUBE coverage focused on identity governa...
By Colin Brandt 1 week ago
Micron Q4 2026 earnings show $54.23 billion in revenue
Micron reported fiscal fourth-quarter revenue up 379% to $54.23 billion and forecast $61.5 billion for the following quarter.
By Colin Brandt 2 weeks ago
Databricks acquires Row Zero for planned Genie spreadsheet integration
Databricks bought Row Zero to add a governed spreadsheet interface to Genie, but did not disclose deal terms or an integration tim...
By Colin Brandt 2 weeks ago
Oracle sends force majeure notice on New Mexico data center project
Oracle sought protection over potential Project Jupiter power delays, while Oracle and Blue Owl say the project remains on track.
By Colin Brandt 2 weeks ago
DeepSeek V4.1 Flash replaces V4 Pro API traffic after September 14
DeepSeek says V4.1 Flash beats V4 Pro on cost and several agent tests, but its own results show Pro ahead on two reasoning measure...
By Colin Brandt 1 month agoAgentic AI security layers put controls around runtime, network and tools
Nutanix’s sponsored framework separates agent security into infrastructure, network and control-plane controls, while rivals use d...
By Colin Brandt 1 month ago
Keenable raises $26M seed for AI agent web search
Accel led Keenable’s $26 million seed round as the startup builds a web index and retrieval APIs for AI agents.
By Colin Brandt 1 month ago
Perplexity Portable Computer brings its AI agent to Nvidia desktops
Perplexity’s Portable Computer runs agent workflows locally on DGX Spark, with cloud use gated by user permission.
By Colin Brandt 1 month ago