CXMT IPO sends shares up 466% in Shanghai debut
CXMT raised $8.6 billion in Shanghai, then surged 466%, giving China’s top memory chipmaker a market value above $480 billion.
By Colin Brandt 4 weeks agoEnterprise Reporter
Colin Brandt
Colin covers enterprise software and cloud infrastructure: the vendors, the migrations, and the budgets behind them.
Latest from Colin Brandt
Amodei open weights stance rejects ban while warning on AI risks
Anthropic CEO Dario Amodei says open-weight AI should not be banned, but argues powerful releases need safety tests and export con...
By Colin Brandt 4 weeks agoModel Context Protocol update makes MCP stateless for enterprise agents
The AAIF release changes MCP architecture, auth and extensions as backers push AI agents toward large production deployments.
By Colin Brandt 4 weeks agoKimi K3 license complicates Moonshot AI’s open-weights release
Moonshot AI released Kimi K3 weights, but commercial users face revenue, service and attribution conditions under its custom licen...
By Colin Brandt 4 weeks ago
Act Security funding reaches $60M for AI agent access controls
Act Security raised $60 million across seed and Series A rounds to launch a cloud security platform for AI agent permissions.
By Colin Brandt 4 weeks ago
SAP Business AI Platform takes focus after cloud revenue jump
SAP said cloud revenue rose 24% in Q2 as it shifts consultants, acquisitions and partnerships toward enterprise AI agents.
By Colin Brandt 4 weeks agoMicrosoft AI cybersecurity model targets enterprise security costs
Microsoft says MAI-Cyber-1-Flash and Project Perception can cut MDASH costs about 50% by routing harder security tasks to GPT-5.4.
By Colin Brandt 4 weeks ago
Microsoft MAI-Cyber-1-Flash launches for AI security workflows
Microsoft says its new cybersecurity model helps MDASH cut AI security costs by routing only harder work to GPT-5.4.
By Colin Brandt 4 weeks agoSAP enterprise AI agents strategy centers on context and controls
SAP’s Max McPhee said autonomous agents need knowledge graphs, identity controls and system maps before they can execute business...
By Colin Brandt 4 weeks ago
Dell modular AI infrastructure pitch targets enterprise AI scaling
Dell says modular AI systems with AMD can help enterprises move AI pilots into production while controlling token costs and govern...
By Colin Brandt 4 weeks ago
Nvidia Vera chip design push adds Cadence, Synopsys and AI agents
Nvidia says Vera CPUs sped up Cadence and Synopsys EDA workloads by 1.5x while new agent tools bring physics libraries into design...
By Colin Brandt 4 weeks ago
METR expenditure horizon prices AI agents against human researchers
METR says its new expenditure horizon metric found limited autonomous AI gains on NanoGPT, with tested agents topping out near $3,...
By Colin Brandt 4 weeks ago