CoreWeave posts $2.6B revenue and a $104B backlog in Q2 2026, expanding power capacity to 1.5GW as enterprise demand spreads beyond frontier AI labs.
The Linux Foundation’s Tokenomics Foundation could improve cost transparency, but enterprises need economics tied to complete workflows and business outcomes, not token counts humans cannot predict.
Power and networking readiness affected Q4 shipments as Supermicro expands its rack-scale portfolio deeper into cooling, networking, and data center infrastructure.
Oracle Interconnect for AWS reaches general availability with zero egress fees, managed private links, predictable pricing, and joint cloud support.
The open-source technical preview gives AI assistants a standardized interface to Prism APIs, with production readiness requiring stronger runtime governance and integration across the Nutanix portfolio.
Intel taps equity for $15 billion, pre-funding 2027 tooling as substrate, memory and packaging constraints define the sector’s ceiling.
Comms and data center up 62%, gross margin reaches 30% early, smart mobile guides down low teens, watch automotive, pricing gains deferred to 2027
InterSystems uses industry-tailored platforms to bridge data fragmentation across healthcare, finance, and supply chain domains.
Record $80.1 million quarter, SkyWater closes, RPOs climb 297%, and a $120 million intercompany line that disappears on SkyWater consolidation
Alphabet restructures Google DeepMind leadership, moves Hassabis to chief scientist, hands Gemini to Kavukcuoglu, and backs Jeff Dean’s new startup.
