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August 11 2026 01:08 PM
CoreWeave Q2 stronger than expected, touts backlog
CoreWeave said it exited the second quarter with a revenue backlog of $104 billion as the company reported better-than-expected results...
August 11 2026 01:08 PM
Quantinuum inks Oracle Cloud partnership, reports Q2
Quantinuum said it will deploy its Helios quantum computer in US Oracle Cloud Infrastructure data centers for hybrid quantum and AI workloads. ...
August 11 2026 08:08 AM
Are Nvidia AI factories 'an investable asset class'?
Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that ...
August 11 2026 07:08 AM
Nvidia launches Nemotron 3.5 Lightning as US open model momentum picks up
Nvidia launched Nemotron 3.5 Lightning, a lightweight open model, and NeMo Switchyard, a routing library for AI agents, in a move that adds another open model to the mix for local ...
Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
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