Cloud, cybersecurity, SaaS and B2B innovation.
F5's stock dropped approximately 20% after the Seattle company guided lower growth and announced increased spending on AI security, despite beating earnings estimates.
Google is expanding access to Android development tools for coding agents like Claude Code and Codex, enabling them to debug, test, and verify fixes across Android Studio and CLI.
GitHub announced plans to add four million CPU cores and 160 petabytes of storage to address infrastructure strain from a five-fold surge in code commits driven by AI agent activity.
Revolut experiences sign-in outage affecting customer access, marking the second major disruption in eight days.
SK Hynix reports selling out its memory production through 2029, extending the RAM shortage known as RAMageddon through at least 2030.
Amazon reports strong AWS demand driven by AI labs like Anthropic and OpenAI, with capacity largely booked through 2028 despite planned $220 billion capex spending.
ZeroBeta and Lynq have integrated systems on Avalanche to enable institutions to use tokenised US Treasury holdings as collateral for loans and trading while earning interest.
Dayforce integrated its HR, payroll, and scheduling data with Anthropic's Claude, allowing users to query workforce information in natural language and perform supported actions.
OpenAI's 1.2 billion weekly active users require sophisticated Identity and Access Management infrastructure; the company uses Ory's decoupled authentication engine to handle authentication at extreme scale.
Zoho has enhanced its Analytics platform with semantic layers, multi-agent agentic AI capabilities, additional connectors and expanded governance controls.
Open Cosmos is building ConnectedCosmos, a European satellite constellation designed to provide connectivity independent of foreign reliance, with 96+ satellites planned by 2028.
Amazon Web Services becomes official AI and cloud partner for the FIA, providing infrastructure and machine learning capabilities across all levels of motor sport from club racing to Formula 1.
Quake AI, a newly rebranded neocloud provider, positions itself as infrastructure for AI agents rather than human users, operating 22,000 GPUs.
L&T's Vyoma.AI breaks ground on a 52 MW AI-ready data centre in Chennai as part of its gigawatt-scale expansion plan across India.
Cloudera expanded its Enterprise AI Ecosystem by partnering with Mistral AI, VAST Data, Neo4j and Cartesia to enhance hybrid AI deployment capabilities for enterprises.
Tech Data expands its Destination AI framework to help partners in Asia Pacific and Japan build and scale AI services for small and medium-sized businesses.
NVIDIA and Oracle have made AI computing resources, including Vera CPUs and Rubin systems, available on Oracle Cloud Infrastructure with plans to scale capacity further.
Oracle's Larry Ellison dismissed concerns about a potential 'SaaS apocalypse', arguing that AI will enhance rather than displace traditional software-as-a-service products.
