Google renames NotebookLM as Gemini Notebook and adds cloud sandboxes
Google is tying its AI research notebook more closely to Gemini and Search while adding secure cloud computers for higher-tier use...
By Dominic Okoye 1 month agoSection
Enterprise
AMD’s AI plan shifts from beating Intel to being Nvidia’s alternative
SiliconANGLE’s Dave Vellante says AMD’s AI strategy depends on platforms, acquisitions and software, not a repeat of its x86 fight...
By Colin Brandt 1 month ago
Anthropic and Meta discuss reported $10 billion compute lease
The reported talks would put Meta in the AI infrastructure rental business while supplying Anthropic with more compute for Claude.
By Dominic Okoye 1 month ago
Databricks lines up new funding at $188 billion valuation
The data and AI platform has signed a term sheet for a new round led by Coatue, with the Wall Street Journal reporting $3 billion...
By Wei-Lin Zhao 1 month ago
General Compute secures $400 million debt line for AI inference cloud
Upper90 will provide the first $100 million as General Compute expands a non-Nvidia inference cloud built on AMD and SambaNova chi...
By Colin Brandt 1 month ago
Compute Exchange adds resale marketplace for Nvidia H100 and A100 GPUs
The GPU procurement platform is adding physical hardware sourcing as AI buyers seek lower-cost capacity beyond Nvidia’s newest chi...
By Dominic Okoye 1 month ago
EY proposes graph-based multimodal RAG for enterprise AI retrieval
EY says its multimodal GraphRAG framework can improve enterprise AI answers by linking text, charts, tables, diagrams and images b...
By Wei-Lin Zhao 1 month ago
Levi Strauss targets one global ERP by mid-2027
Levi Strauss has moved Asia and Beyond Yoga onto its global ERP platform and plans to finish Europe and Latin America by mid-2027.
By Dominic Okoye 1 month agoAI pressure shifts to regulation as China models and IBM slide hit enterprise tech
AI regulation calls, data center resistance, China’s Kimi K3 release and IBM’s 26% stock drop framed a volatile week in enterprise...
By Wei-Lin Zhao 1 month ago
OpenAI pitches AI cost controls as agent use raises enterprise spend
OpenAI says companies need clearer AI usage, outcome and governance data as agentic workflows make bills harder to read.
By Dominic Okoye 1 month ago
SAP survey finds AI ROI rising without clear cost savings
SAP and Oxford Economics found 69% satisfaction with AI ROI, while companies say the gains are more visible in insight and custome...
By Wei-Lin Zhao 1 month ago
IBM shares fall after infrastructure revenue misses expectations
IBM said Q2 infrastructure revenue fell 7% as customers shifted capex toward compute capacity, sending its stock down more than 25...
By Dominic Okoye 1 month ago