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Snowflake stock jumped 36% on Thursday, its biggest single-day move on record, after the cloud data warehouse posted a Q1...
AI infrastructure
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Cisco’s new "AI Impact on Wide Area Networks" report, published as a 2026 baseline, lands as the first dataset most...
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ServiceNow and NVIDIA used the opening keynote of ServiceNow Knowledge 2026 to put a long-running autonomous AI agent directly on...
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Cisco is putting itself at the center of the AI networking buildout with a refreshed Silicon One lineup, new air-...
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Anthropic is in talks to run its Claude models on Microsoft's custom Maia 200 chips, according to a CNBC report...
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Cisco just delivered one of the loudest signals yet that the AI build out is real money flowing through real...
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Nvidia has committed more than $40 billion to AI equity investments in the opening months of 2026, transforming the chipmaker...
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Elon Musk's SpaceX filed paperwork this week outlining a Texas chip plant that could grow into the largest semiconductor build...
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OpenAI just opened up one of its most important pieces of behind-the-scenes infrastructure. The company announced MRC (Multipath Reliable Connection),...
3 min read
Anthropic's Revenue Tripled — And It Just Locked In 3.5 Gigawatts of AI Compute Anthropic just disclosed that its annual...