Section

Enterprise

Microsoft shares rose after Azure growth topped forecasts and the company kept its near-term infrastructure spending plan unchange...

By Wei-Lin Zhao 1 week ago

Qualcomm and Arm beat or neared revenue targets, but handset pressure and component costs pushed both stocks lower after hours.

By Colin Brandt 1 week ago

Groundcover raised $100 million in a One Peak-led Series C, with CTech reporting a $500 million valuation as it pushes into North...

By Wei-Lin Zhao 1 week ago

Meta shares fell after EPS missed estimates and capex consumed most operating cash flow despite 28% revenue growth.

By Dominic Okoye 1 week ago

Cerebras and AMD are pairing Helios racks with Cerebras wafers for disaggregated AI inference, with claimed 5x efficiency gains.

By Dominic Okoye 1 week ago

Shan Rizvi of Thumos Care says graphs can give AI systems traceable reasoning, but latency and data modeling remain production con...

By Wei-Lin Zhao 1 week ago

Microsoft’s Jeevan Pathuri said knowledge graphs can cut AI agent build times by giving enterprise models reusable business contex...

By Dominic Okoye 1 week ago

The Commerce Department plans a $300M award for GlobalFoundries, taking a 1% stake as the chipmaker expands optical networking R&D...

By Colin Brandt 1 week ago

Neo4j CTO Philip Rathle says graph-based retrieval is moving into production AI, citing research and a tax-agency fraud pilot.

By Colin Brandt 1 week ago

CommonThread AI CEO Tim Gosnell said graph databases can link fragmented go-to-market data, but disclosed no customer or financial...

By Dominic Okoye 1 week ago

Arctic Wolf says AI now leads cyber concerns for about one-third of firms, even as malware and credential theft remain active thre...

By Wei-Lin Zhao 1 week ago

Harness says enterprises are losing about 25% of AI spend as ownership, forecasting and cost visibility lag behind adoption.

By Wei-Lin Zhao 1 week ago