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Breaking semiconductor news, earnings, and announcements — the full daily feed.
TSMC Crushes Q2 Earnings Expectations, Raises Outlook
Just days after Samsung’s record-breaking second-quarter earnings, history repeated itself when Taiwan Semiconductor Manufacturing Co. (TSMC) reported record second-quarter earnings on the chipmaker’s central role in the global artificial intelligence (AI) boom. The world’s largest contract chip manufacturer posted second-quarter revenue of NT$1.27 trillion (US$40.2 billion), a 36% increase from Q2 of 2025. Net income […]
Andy Patrizio · Jul 16, 2026 · 2 min
Arteris, Arm Partner for Secure Chip Development
Semiconductor IP company Arteris is expanding its longstanding partnership with Arm Holdings to provide advanced hardware security verification across a broader range of Arm’s CPU portfolio. With so many technologies, the development cycle is focused on getting it running, making it run faster and then securing it, in that order. Security has a tendency to […]
Andy Patrizio · Jul 16, 2026 · 2 min
Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Nick Patience · Jul 16, 2026 · 7 min
China’s Chip Ambitions Rise as CXMT Launches $10 Billion IPO
Chinese memory chipmaker ChangXin Memory Technologies Inc. is launching a blockbuster initial public offering (IPO) on Shanghai’s tech-focused STAR Board to raise nearly $10 billion, one of the largest in Asian history and a crucial test of investor appetite for China’s burgeoning artificial intelligence (AI) supply chain. The Hefei-based DRAM (dynamic random-access memory) champion has […]
Jon Swartz · Jul 15, 2026 · 2 min
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
Brendan Burke · Jul 15, 2026 · 7 min
Meta to Begin Production of Custom Iris AI Chips in September in Bid for 14-Gigawatt Power Grid: Report
Meta Platforms Inc. plans to begin manufacturing its next-generation custom artificial intelligence (AI) chip in September, according to an internal memo reviewed by Reuters. Code-named Iris, the in-house silicon is part of a broader effort by the social media giant to double its computing infrastructure capacity to 14 gigawatts by next year and reduce its […]
Jon Swartz · Jul 14, 2026 · 2 min
FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jul 14, 2026 · 6 min
Samsung Posts Record Q2 Preliminary Profit
The AI memory boom has produced at least one big winner: Samsung Electronics, one of the three major memory makers, posted preliminary Q2 earnings that blow away all prior sales figures. The South Korean technology giant said it expects second-quarter operating profit of 89.4 trillion won (US$58.4 billion), a nearly 19-fold increase from a year […]
Andy Patrizio · Jul 13, 2026 · 3 min
MIT Researchers Unveil Petabit Photonic Networking Chip
Researchers at the Massachusetts Institute of Technology (MIT) say they have made a series of breakthroughs that could pave the way for computer chips capable of transmitting more than a petabit of data per second while consuming far less energy. The work comes from MIT’s Future of Integrated Photonics and Electronics Microsystems (FUTUR-IC) research program, […]
Andy Patrizio · Jul 13, 2026 · 2 min
Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?
SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?
Brendan Burke · Jul 13, 2026 · 7 min
Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut
Micron’s $250B U.S. investment out-positions Korea’s bigger memory bet, securing critical AI chip supply chains and aligning with customer needs.
Brendan Burke · Jul 13, 2026 · 8 min
SK hynix Places $8 Billion Chipmaking Equipment Order
SK hynix is making one of the largest manufacturing investments in the semiconductor industry’s history, with a proposed 11.9 trillion won (roughly $8 billion) purchase of advanced extreme ultraviolet (EUV) lithography systems from Dutch chip equipment maker ASML. The purchase, disclosed in regulatory filings tied to SK hynix’s planned Nasdaq listing, comes as it ramps […]
Andy Patrizio · Jul 10, 2026 · 1 min
Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing
Micron Technology Inc. on Thursday announced an expanded $250 billion U.S. investment strategy through 2035, placing itself squarely at the forefront of the domestic semiconductor manufacturing boom. Driven by skyrocketing artificial intelligence (AI) demand and a federal push to secure critical supply chains, the memory chip giant increased its previous capital expenditure commitment by $50 […]
Jon Swartz · Jul 9, 2026 · 2 min
How NVIDIA is Building a Critical Safety Layer for Physical AI
NVIDIA Halos for Robotics combines compute, software, inspection, and certification into a unified safety architecture for physical AI.
Olivier Blanchard · Jul 8, 2026 · 6 min
Can ASUS Bring Data-Center-Class AI Infrastructure to the Deskside?
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
Olivier Blanchard · Jul 8, 2026 · 6 min
DeepSeek Developing Custom Inference Chip Amid China’s AI Hardware Push
Chinese startup DeepSeek is reportedly developing its own AI inference chip, a move that would lessen its reliance on processors from NVIDIA and Huawei and place it on a growing list of AI developers building proprietary silicon. The planned processor is intended for inference, when an AI model produces responses to user prompts. That segment […]
James Maguire · Jul 7, 2026 · 2 min
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
NVIDIA DSX promises more revenue per gigawatt through efficiency gains with a new revenue sharing model that expands NVIDIA’s role in the AI buildout.
Brendan Burke · Jul 7, 2026 · 7 min
Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
Infineon’s Dresden Fab reshapes global power semiconductor supply chain with €5 billion investment.
Brendan Burke · Jul 7, 2026 · 8 min
Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI
Qualcomm’s Snapdragon Reality Elite advances spatial AI with on-device processing, maintaining the lead in the mixed reality platform race.
Olivier Blanchard · Jul 7, 2026 · 9 min
Apple, Broadcom Extend Custom AI Chip Partnership Through 2031
Broadcom Inc. has secured a major long-term extension to supply custom semiconductors to Apple Inc. through 2031, the company announced Monday. The expanded partnership leans heavily on application-specific integrated circuits (ASICs) designed to power Apple’s growing artificial intelligence (AI) infrastructure, effectively easing Wall Street concerns regarding the iPhone maker’s efforts to phase out third-party silicon. […]
Jon Swartz · Jul 6, 2026 · 3 min
AI Boom Could Extend Memory Shortage Until 2030
The artificial intelligence revolution is reshaping the global memory market, and not for the better, but in ways that could keep shortages and higher prices in place for years, according to a new report from consulting firm Kearney. The report, titled “The Great Memory Reallocation,” states that the industry is facing more than a traditional […]
Andy Patrizio · Jul 2, 2026 · 3 min
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
Commercial GPUs are ready for spaceflight as NVIDIA Jetson readies for lunar orbit on Firefly’s Blue Ghost Mission 2.
Brendan Burke · Jul 2, 2026 · 6 min
Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication
Advanced packaging systems from Applied Materials enable AI-scale logic-memory convergence with laser process control.
Brendan Burke · Jul 1, 2026 · 8 min
South Korean Government Proposes Massive Investment in Memory Manufacturing
The government of the Republic of Korea has unveiled a plan to invest at least $880 billion in memory capacity to ease the global shortage brought on by AI investment. South Korea is home to two of the three dominant DRAM makers, Samsung Electronics and SK hynix. The third is Micron Technology, headquartered in Boise, […]
Andy Patrizio · Jun 30, 2026 · 2 min
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
Qualcomm data center return targets decode-heavy inference, where power efficiency, not raw CPU performance, decides the winner.
Olivier Blanchard · Jun 30, 2026 · 14 min
Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030
Qualcomm’s strategy to combine its expanding agentic edge ecosystem with its data center inference opportunity could double its revenue by 2030.
Brendan Burke · Jun 30, 2026 · 9 min
Qualcomm Makes Data Center Push Targeting AI Infrastructure
Qualcomm recently held an Investor Day conference where it laid out an aggressive strategy to push into data center market, while working alongside dominant players like NVIDIA and Intel rather than competing with them. If all goes according to plan, Qualcomm will have diversified its market considerably beyond just smartphones and become a major supplier […]
Andy Patrizio · Jun 29, 2026 · 3 min
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
IBM’s nanostack architecture represents the real breakthrough in chip technology, delivering 50% more performance and 70% greater energy efficiency.
Brendan Burke · Jun 29, 2026 · 10 min
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
Intel 18A-P enters risk production with 9% performance boost and new Power Boost transistor, positioning Intel Foundry to attract external customers.
Brendan Burke · Jun 29, 2026 · 6 min
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
OpenAI and Broadcom shattered chip design timelines with Jalapeño, completing a nine-month tape-out using AI acceleration.
Brendan Burke · Jun 29, 2026 · 7 min
Apple Seeks White House Approval to Buy Chips From Blacklisted Chinese Maker Amid AI Supply Crunch
Apple Inc. is lobbying the Trump administration for federal permission to purchase memory chips from ChangXin Memory Technologies Inc. (CXMT), a prominent Chinese semiconductor firm currently blacklisted by the U.S. government, according to a report by The Financial Times. The tech giant approached the Commerce Department more than a month ago and has engaged White […]
Jon Swartz · Jun 28, 2026 · 2 min
IBM Breaks the 1NM Barrier With New ‘Nanostack’ Architecture
IBM is not the first name that comes to mind when it comes to chip design, but in fact it is on the bleeding edge of semiconductor development, thanks in part to its multi-decade partnership with Rensselaer Polytechnic Institute. And once again, IBM has unveiled a first: it has developed the first transistor technology below […]
Andy Patrizio · Jun 26, 2026 · 2 min
ON Semiconductor to Acquire Synaptics in $7 Billion Physical AI Push
ON Semiconductor Corp. has agreed to acquire Synaptics Inc. in an all-stock transaction valued at approximately $7 billion, marking the largest deal in the company’s history. The acquisition signals an aggressive expansion beyond ON Semiconductor’s core power and sensing business into the rapidly growing market for physical AI, intelligence that runs locally on hardware rather […]
Jon Swartz · Jun 26, 2026 · 2 min
Micron, Anthropic Partner for Next-Gen AI Infrastructure
Micron Technology and Anthropic have announced a strategic alliance to jointly develop the next generation of artificial intelligence infrastructure. The partnership will focus on optimizing memory and storage solutions for large-scale AI models, including Anthropic’s Claude systems. “Our compute strategy depends on getting every layer of the stack right, and memory and storage are central […]
Andy Patrizio · Jun 26, 2026 · 2 min
TSMC Signals Broad Price Hikes Across Advanced Chip Portfolio, Threatening Tech Margins: Report
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s dominant contract chipmaker, […]
Jon Swartz · Jun 25, 2026 · 3 min
AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?
At AWS Summit New York 2026, AWS AI infrastructure — G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and RGN networking — anchors its agentic push.
Brendan Burke · Jun 25, 2026 · 7 min
Unpatchable Bug Found in Older Apple CPUs
A security research firm has published details of a new vulnerability affecting two generations of Apple CPUs that cannot be fixed through software updates. Security research firm Paradigm Shift has published details of a vulnerability in the BootROM of Apple’s A12, S4/S5, and A13 mobile chips, along with a working proof-of-concept exploit. The A12 processor […]
Andy Patrizio · Jun 24, 2026 · 2 min
OpenAI, Broadcom Unveil Custom Jalapeño AI Chip to Challenge NVIDIA’s Dominance
In a major bid to reduce reliance on NVIDIA Corp. and secure its own hardware pipeline, OpenAI has partnered with Broadcom Inc. to unveil its first custom artificial intelligence (AI) chip, codenamed Jalapeño. The chip marks the ChatGPT maker’s first official entry into custom AI hardware. Designed as an application-specific integrated circuit (ASIC), Jalapeño is […]
Jon Swartz · Jun 24, 2026 · 3 min
Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?
With $4.6B in new capital, is a U.S. Quantum Foundry set to become the next TSMC? Learn how recent investments are reshaping quantum manufacturing.
Brendan Burke · Jun 24, 2026 · 10 min
AMD Bets on Hybrid Systems for Quantum Computing
Add AMD to the list of chip vendors looking to get into quantum computing. It is making a push into the emerging technology, arguing that the industry’s future will not be built on standalone quantum machines but on tightly integrated systems that combine quantum processors with high-performance computing (HPC) and artificial intelligence infrastructure. In a […]
Andy Patrizio · Jun 23, 2026 · 2 min
NVIDIA Says the Future of AI Factories Is Hotter
NVIDIA has announced it has found a solution to the water crisis plaguing data centers: hot water. The company says that the next generation of AI factories will run hotter than a hot tub, yet consume less energy and water thanks to a breakthrough in liquid cooling technology. In a new blog post published during […]
Andy Patrizio · Jun 23, 2026 · 2 min
Can AMD and Rackspace Scale Sovereign AI Inference?
AMD and Rackspace’s partnership deploys 30 MW AI compute capacity for regulated enterprise environments starting late 2026.
Brendan Burke · Jun 23, 2026 · 5 min
Will the First Wave of Synopsys Multiphysics Fusion Start the Next Wave of AI Chip Designs?
Synopsys Multiphysics Fusion solutions embed Ansys signoff analysis into design workflows, accelerating AI chip design with up to 10x faster closure.
Brendan Burke · Jun 23, 2026 · 7 min
AMD Expands Quantum Strategy Around Hybrid Architectures
AMD is taking a pragmatic approach to quantum computing by expanding its chip strategy around hybrid architectures that combine quantum processors with traditional high performance computing infrastructure. The company’s focus aligns with a widely held view that fault-tolerant quantum computing, while offering enormous potential, remains a long-term goal. The company said quantum computing is evolving […]
James Maguire · Jun 22, 2026 · 2 min
Tech Tracking Firms Back Congressional Bill to Lock Down Advanced AI Chips From China
A coalition of specialized tracking firms has thrown its weight behind a critical Capitol Hill bill, arguing that enforcing tougher security mechanisms on America’s most powerful artificial intelligence (AI) chips is essential to plugging export loopholes and preventing sensitive technology from reaching foreign adversaries like China. In a letter sent to congressional leadership obtained by […]
Jon Swartz · Jun 22, 2026 · 2 min
Adobe’s Creative Agent Expansion Raises the Bar for AI-Powered Creative Work
Agentic AI transforms creative workflows. Adobe’s expansion signals the shift toward AI orchestration across Firefly and Creative Cloud applications.
Keith Kirkpatrick · Jun 19, 2026 · 6 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
Slackbot’s MCP Client Aims to End App Fragmentation, But Can Slack Outmaneuver Microsoft Teams?
Slackbot’s MCP Client unifies 20+ enterprise apps into one conversational interface, challenging Microsoft Teams’ dominance in workplace.
Keith Kirkpatrick · Jun 19, 2026 · 5 min
SK hynix Ships Samples of 12-Layer Next-Gen HBM4E
South Korean memory maker SK hynix has announced it has delivered HBM4E memory samples to major customers, marking an impending release. HBM4E is special because it pushes high-bandwidth memory into a much faster, denser, and more efficient tier for AI and HPC systems. It extends the same 2048-bit, 32-channel architecture of HBM4 to higher per-pin […]
Andy Patrizio · Jun 18, 2026 · 1 min
Trump Announces Blockbuster Apple-Intel Chip Deal as ‘RAMmageddon’ Hits Tech Industry
President Donald Trump announced early Thursday that Apple Inc. has agreed to partner with Intel Corp. to design and manufacture its semiconductor chips domestically – a potentially big win for the White House’s aggressive campaign to reshore critical technology manufacturing to the U.S. through targeted tariffs and state-backed investments. Writing on Truth Social, Trump criticized […]
Jon Swartz · Jun 18, 2026 · 3 min
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
Desktop AI Hubs could potentially deflect over 56.23 TWh of industrial data center load by 2035, and make physical AI (robots) economically viable.
Brendan Burke · Jun 18, 2026 · 22 min
Oracle’s Outcome-Based Pricing Gambit: Rewriting the Rules of Cloud Economics
Oracle’s outcome-based pricing model challenges cloud consumption economics. Explore how AI-driven commercial models reshape enterprise software.
Keith Kirkpatrick · Jun 18, 2026 · 7 min
How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?
Agentic workloads reshape chip market dynamics as Qualcomm looks to data center opportunity with edge-to-cloud and 6G AI strategy.
Olivier Blanchard · Jun 18, 2026 · 6 min
Memory Industry is Shifting to HBM at DRAM’s Expense
Because of demand from AI workloads, memory production is shifting away from standard DRAM toward High Bandwidth Memory (HBM), which is causing both a shortage of standard DRAM and a sharp increase in prices for the supply that is available. There are only three vendors of note in the world making both DRAM and HBM […]
Andy Patrizio · Jun 18, 2026 · 2 min
SandboxAQ Wins $500M CHIPS Award for Semiconductor Materials Research
The U.S. Department of Commerce has signed a definitive agreement to award SandboxAQ $500 million in CHIPS Act research funding to develop new chemicals and materials for semiconductor manufacturing. The Commerce Department said the award will fund the development and deployment of SandboxAQ’s ReAQT materials discovery platform, which uses the company’s Large Quantitative Models, or […]
Jaime Hampton · Jun 17, 2026 · 2 min
AMD Acquires MEXT to Tackle AI Data Center Memory Bottlenecks
Advanced Micro Devices has acquired memory optimization startup MEXT to strengthen its ability to address memory bottlenecks in AI infrastructure. The acquisition expands AMD’s data center portfolio with software technology that enables more efficient use of memory resources, helping enterprises run larger AI workloads without requiring greater investments in expensive DRAM. Financial terms of the […]
James Maguire · Jun 16, 2026 · 2 min
Qualcomm Explores Tenstorrent Acquisition to Bolster AI Chip Strategy
Qualcomm is reportedly in discussions to acquire AI chip startup Tenstorrent in a deal that could value the company between $8 billion and $10 billion, a move that would significantly expand Qualcomm’s position in AI infrastructure and data center computing. According to reports, negotiations remain ongoing and there is no assurance a deal will ultimately […]
James Maguire · Jun 16, 2026 · 3 min
Are Language Processing Units the Next Big Deal in AI Computing?
The AI race has produced dozens of semiconductor startups as it has become clear that NVIDIA GPUs aren’t the solution to everything. Much of the activity is around inference, where GPUs are viewed as overkill. A new category of processor is emerging: the Language Processing Unit, or LPU. With large language models (LLMs) at the […]
Andy Patrizio · Jun 16, 2026 · 2 min
Arm Steps Up Efforts to Entice Developers to Write Native Windows Code
Arm has stepped up an effort to convince more developers to create Windows applications that run natively on its processors. Dave Whaley, director of strategic partnerships for Arm, said an AppReady for Windows initiative centralizes access to artificial intelligence (AI) tools for scanning code and identifying portability issues, along with access to support and guidance […]
Mike Vizard · Jun 12, 2026 · 2 min
Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
AMD responds to competing CPU announcements for agentic data centers with core density leadership on standard x86 platforms for enterprises.
Brendan Burke · Jun 12, 2026 · 8 min
Cadence and Synopsys Accelerate Agentic EDA Race at Computex
Cadence pushes Level 5 autonomy with approval from Jensen Huang while Synopsys extends multi-physics in the agentic EDA race at Computex 2026.
Brendan Burke · Jun 12, 2026 · 6 min
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
MediaTek edge-to-cloud AI strategy at Computex 2026 spans automotive, connectivity, AI computing, and data center infrastructure.
Olivier Blanchard · Jun 11, 2026 · 7 min
Does FOXTRON’s Adoption of Dimensity AX C-X1 Validate MediaTek’s Automotive Ambitions?
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jun 11, 2026 · 6 min
Can SAP’s AI-Fueled Utilities Push Overcome the Sector’s Change Management Drag?
SAP’s AI-Fueled Utilities strategy promises transformation, but legacy systems and change management challenges threaten widespread adoption.
Keith Kirkpatrick · Jun 10, 2026 · 4 min
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026, but their designs may prove complementary across inference and RL training.
Brendan Burke · Jun 10, 2026 · 6 min
NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System
Can NXP’s Neural Axis architecture make it the NVIDIA of the edge? A full-stack bid to own physical AI and the real-world robotics flywheel.
Brendan Burke · Jun 10, 2026 · 6 min
Salesforce Bets on Usage-Based Billing: Will m3ter Acquisition Redefine Enterprise Monetization?
Salesforce’s m3ter acquisition embeds usage-based billing into Agentforce, reshaping enterprise monetization strategies in the AI era.
Keith Kirkpatrick · Jun 10, 2026 · 4 min
Motive and Latin American Carriers Turn Mobile Infrastructure Into a Growth Engine
Motive’s Entitlement Server transforms Latin American mobile infrastructure into a growth engine for carriers like Claro, Vivo, and Entel.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Can SAP’s AI-Native North Star Architecture Redefine the Autonomous Enterprise?
Explore how Agentic AI is transforming SAP’s unified intelligence platform to redefine autonomous enterprise capabilities.
Keith Kirkpatrick · Jun 10, 2026 · 7 min
Can Samsara’s Data-Driven Platform Redefine the Enterprise Software Stakes for Physical Operations?
Samsara’s Connected Operations Platform drives $2B ARR with 30% YoY growth, redefining enterprise software for physical operations.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Can Pega’s Customer Engagement Studio Redefine Agentic AI for Marketing Leaders?
Pega Customer Engagement Studio leverages agentic AI to transform marketing operations. Explore how this platform unifies AI agents, accelerates.
Keith Kirkpatrick · Jun 10, 2026 · 5 min
Will Pega’s Flat-Rate AI Model Force a Rethink of Token-Based Pricing in Enterprise Automation?
Pega Infinity 26 eliminates token-based AI pricing with flat-rate model. Discover how this shifts enterprise automation costs.
Keith Kirkpatrick · Jun 10, 2026 · 6 min
Creatio’s Unlimited Enterprise Goes All-In On Unlimited Pricing
Creatio’s Unlimited Enterprise eliminates per-user licensing, challenging legacy enterprise software economics and redefining platform pricing.
Keith Kirkpatrick · Jun 10, 2026 · 6 min
Atos Bets Big on Microsoft Copilot: Will Secure Agentic AI Redefine Enterprise Standards?
Atos deploys agentic AI across 56,000 employees using Microsoft Copilot, positioning itself as a leader in secure enterprise AI solutions for.
admin-perplexity · Jun 10, 2026 · 6 min
IBM Maps a $10 Billion Path to Fault-Tolerant Quantum Computing
IBM invests $10 billion in fault-tolerant quantum computing, targeting delivery of Quantum Starling by 2029 for large-scale commercial applications.
Brendan Burke · Jun 9, 2026 · 5 min
Can IFS Digital Workers Redefine Utility Field Operations, or Will Integration Stall Ambitions?
IFS Digital Workers automate utility field operations with agentic AI. Explore how this technology reshapes asset management and operational.
Keith Kirkpatrick · Jun 9, 2026 · 5 min
AI Doesn’t Need to Own the Plane
The reported compute agreements involving Google, Anthropic, and SpaceX immediately generated questions about scale. Google is said to be committing roughly $920 million per month for AI compute capacity, while Anthropic has reportedly entered into a similarly significant arrangement. Combined, the agreements represent access to hundreds of thousands of GPUs and billions of dollars in […]
Alan Shimel · Jun 9, 2026 · 4 min
Morgan Stanley Warns of ‘Chipflation’ From Price Squeeze
The artificial intelligence buildout boom is having a significant impact beyond data centers, creating a new wave of inflationary pressure across the global technology industry, according to a recent report from Morgan Stanley. In a 66-page research note, analysts warned that soaring memory chip costs are spreading through supply chains, threatening to raise prices for […]
Andy Patrizio · Jun 8, 2026 · 2 min
Microsoft Unveils Majorana 2 Quantum Computing Chip
Microsoft has introduced Majorana 2, the second generation of its topological quantum processor, promising major advancements in performance. According to Microsoft, Majorana 2 delivers dramatically improved qubit reliability and longer coherence times than its predecessor, with the potential for fault-tolerant quantum computing. The company says the new processor achieves average qubit lifetimes measured in seconds […]
Andy Patrizio · Jun 8, 2026 · 2 min
Zendesk Bets on Embedded AI Support, Can Deep Microsoft 365 Integration Shift Enterprise Workflows?
Zendesk’s Support Assistant embeds AI-powered help directly into Microsoft 365, transforming enterprise workflows and challenging ServiceNow and.
Keith Kirkpatrick · Jun 8, 2026 · 4 min
Workday and Google Cloud Bet on Embedded AI Agents to Redefine Enterprise HR and Finance Workflows
Workday Data Cloud integrates with Google Cloud Lakehouse for zero-copy data analytics in enterprise HR and finance workflows.
Keith Kirkpatrick · Jun 8, 2026 · 7 min
SpaceX Secures 35-Year Tax Deal for $55 Billion Texas Chip Plant
Commissioners in Grimes County, Texas approved a package of incentives for SpaceX’s proposed Terafab semiconductor manufacturing plant, advancing plans for a facility that could become one of the largest industrial investments in the US. The decision came despite strong opposition from local residents who questioned the project’s environmental impact and the scale of tax concessions […]
James Maguire · Jun 5, 2026 · 2 min
Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab
Intel agentic AI took center stage at Computex 2026 as Xeon 6+ and rackscale systems reframe the CPU for the inference-era data center.
Brendan Burke · Jun 5, 2026 · 7 min
At Snowflake Summit, the ‘Snowmentum’ Was Palpable
Snowflake Summit 2026 revealed a major shift: Snowflake moves from data infrastructure to an agentic control plane with CoCo, CoWork, and Anthropic.
Nick Patience · Jun 5, 2026 · 6 min
AMD Continues to Nibble Away at Intel’s Market Share
AMD continued to nibble away at Intel’s market share in the first quarter of 2026 with some bigger bites than usual, particularly on the server side, where it made considerable inroads year over year. The Q1 2026 numbers from Mercury Research, a market research firm specializing in semiconductor sales, found that Intel’s overall share of […]
Andy Patrizio · Jun 4, 2026 · 2 min
The Hidden Moat: Why Operational Depth Defeats the ‘Build It Yourself’ Narrative
Operational Depth in Enterprise SaaS: The Hidden Moat Against the ‘Build It Yourself’ Narrative. Core value is in governance, security, and deep orchestration.
Keith Kirkpatrick · Jun 4, 2026 · 14 min
Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?
800 VDC power architecture is becoming a key enabler of AI factory scale as NVIDIA and Analog Devices address power delivery constraints.
Brendan Burke · Jun 4, 2026 · 6 min
Salesforce Bets on Agentic Marketing: Will Unified AI Agents Redefine Martech ROI?
Salesforce’s agentic AI platform transforms martech with collaborative AI agents designed to deliver measurable ROI for enterprise marketers.
Keith Kirkpatrick · Jun 4, 2026 · 8 min
Cisco Needs Its Own Silicon to Compete in AI Infrastructure
For most of Cisco’s history, the company occupied a well-defined place in the technology stack. Cisco built the networks that connected everything else. Servers evolved. Storage evolved. Applications evolved. Cisco moved the packets between them. That position created one of the most successful companies in technology history. It may not be enough for the AI […]
Alan Shimel · Jun 3, 2026 · 5 min
Techstrong Semi: Why This Matters Now
Last week, Futurum announced its intent to acquire Enterprise Technology Research (ETR). This week, we’re launching Techstrong Semi. On the surface, those may look like unrelated developments. One is an acquisition that adds one of the industry’s most respected sources of enterprise technology spending intelligence to Futurum. The other is a new media property focused […]
Daniel Newman · Jun 2, 2026 · 5 min
Workday and Google Integrate HR and Finance AI Agents into Gemini Enterprise
The Workday Google Cloud partnership integrates AI agents, enterprise data, and workflow automation into Gemini Enterprise for HR and finance operations.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Anthropic Files For IPO, Looking to Beat OpenAI to the Punch
Anthropic confidentially files for IPO after $965B Series H. What does the financial data tell us ahead of a potential October 2026 listing?
Nick Patience · Jun 2, 2026 · 6 min
Intel Xeon 6+ Targets Agentic AI Density With 288 E-Cores on Intel 18A
Intel Xeon 6+ on Intel 18A with Foveros Direct 3D delivers 288 cores for agentic AI, leveraging captive fabs as a structural supply advantage.
Brendan Burke · Jun 2, 2026 · 9 min
Every AI Story Eventually Becomes a Semiconductor Story
When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
Alan Shimel · Jun 2, 2026 · 5 min
Can Bigin’s AI Agents Redefine CRM Automation for Small Businesses?
Bigin’s Zia Agents bring enterprise-grade AI automation to small business CRM, transforming sales and service workflows with intelligent digital.
Keith Kirkpatrick · Jun 2, 2026 · 5 min
Salesforce Bets on Contentful to Make Agentic AI and Content Orchestration Table Stakes
Salesforce’s Contentful acquisition makes content orchestration a native AI feature, raising competitive stakes for enterprise software platforms.
Keith Kirkpatrick · Jun 2, 2026 · 4 min
Microsoft 365 Copilot’s Redesign Raises the Bar for Embedded Enterprise AI
Microsoft 365 Copilot’s Redesign transforms enterprise AI with unified workspace, adaptive features, and Work IQ intelligence layer driving.
Keith Kirkpatrick · Jun 2, 2026 · 4 min