Elastic plans to combine its telemetry and Search AI capabilities with Deductive AI’s knowledge graph and investigation engine to accelerate root-cause analysis.

A twenty-year custom silicon strategy picks Intel 4, testing whether the node can serve designs beyond Intel’s own chips, and giving Intel Foundry a named cybersecurity customer just ahead of its Q2 print.

ROCm.ai brings AMD to parity with NVIDIA’s agent tooling, raising the question of what CUDA’s moat still protects?

VAST’s platform and AMD’s compute, networking, and software portfolio combine persistent KV cache with accelerated inference to reduce recomputation in long-context workloads.

Revenue, margin, and EPS all cleared guidance for a seventh straight quarter, DCAI grew 59%, Foundry grew 31%, and management is betting big capex increases keep pace with AI-driven demand, but TSMC and AMD are riding the same wave.

Why the AI Industry Needs Both Openness and Capability-Based Safeguards

IBM Q2 2026 brings the cyclical nature of Mainframe revenue into stark contrast as z17 moves into the second half of its product refresh cycle

Clearfield swiftly bolsters its portfolio with Fault Managed Power, integrating Class 4 power and fiber infrastructure to overcome remote edge deployment bottlenecks through a single-vendor solution.

Druva expands cyber resilience to protect AI-created assets, defend backup environments against AI-driven attack, and use backup metadata to inform AI-assisted operations.

Nebius secures $775M in debt backed by GPUs, pioneering a non-dilutive, repeatable template for hyperscale infrastructure funding and AI cloud growth.