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Market Intelligence

    Cerebras raises its 2026 forecast and signs Microsoft as a cloud customer

    Cerebras raises its 2026 forecast and signs Microsoft as a cloud customer

    • Cristian Dina
    • 5m ago
    OpenAI’s quarterly revenue reportedly hits $10bn as its losses grow

    OpenAI’s quarterly revenue reportedly hits $10bn as its losses grow

    • Cristian Dina
    • 21h ago
    SoftBank swings to $7bn loss after writing off $3.7bn of AI power gear

    SoftBank swings to $7bn loss after writing off $3.7bn of AI power gear

    • Cristian Dina
    • 1d ago
    CoreWeave rules out new unsecured debt as revenue jumps 168% to $3.66bn

    CoreWeave rules out new unsecured debt as revenue jumps 168% to $3.66bn

    • Cristian Dina
    • 2d ago
    Cloudflare posts its fastest growth in nearly 4 years and lifts its outlook

    Cloudflare posts its fastest growth in nearly 4 years and lifts its outlook

    • Cristian Dina
    • Nov 6, 2026
    European VC investment hit a record €11.5bn in the first half of 2026

    European VC investment hit a record €11.5bn in the first half of 2026

    • Cristian Dina
    • Nov 6, 2026
    Visa tested 22 AI models as shoppers, and they failed 42.8% of the time

    Visa tested 22 AI models as shoppers, and they failed 42.8% of the time

    • Cristian Dina
    • Nov 5, 2026
    Claude’s share of UK AI subscription spending quadruples in seven months

    Claude’s share of UK AI subscription spending quadruples in seven months

    • Ana Maria Constantin
    • Nov 5, 2026
    AMD expects to outsell Intel for the first time after a record quarter
    • Intel

    AMD expects to outsell Intel for the first time after a record quarter

    • Cristian Dina
    • Nov 5, 2026
    Big Tech buybacks fall 83% as AI spending eats the cash, Reuters reports

    Big Tech buybacks fall 83% as AI spending eats the cash, Reuters reports

    • Cristian Dina
    • Oct 31, 2026

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    Popular articles

    1. 1

      Cerebras raises its 2026 forecast and signs Microsoft as a cloud customer

    2. 2

      OpenAI’s quarterly revenue reportedly hits $10bn as its losses grow

    3. 3

      SoftBank swings to $7bn loss after writing off $3.7bn of AI power gear

    4. 4

      CoreWeave rules out new unsecured debt as revenue jumps 168% to $3.66bn

    5. 5

      Cloudflare posts its fastest growth in nearly 4 years and lifts its outlook

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