Mike Wheatley, Author at SiliconANGLE

Infra

Applied Materials beats forecasts and predicts higher AI chip demand in 2026, but stock falls anyway

By Mike Wheatley Nov 13, 2025

Semiconductor industry giant Applied Materials Inc. beat expectations for its latest financial results and forecast higher sales in the coming year thanks to artificial intelligence demand, but its stock moved lower in late trading.…

AI

Alembic Technologies raises $145M and buys an Nvidia-powered supercomputer to accelerate ‘causal AI’

By Mike Wheatley Nov 13, 2025

Causal artificial intelligence startup Alembic Technologies Inc. said today it has raised $145 million in a Series B growth round that increases its valuation almost 16-fold. It’s using a big chunk of those funds…

Infra

Microsoft brings Atlanta-based AI ‘super factory’ online

By Mike Wheatley Nov 12, 2025

Microsoft Corp. said today it’s bringing online its first artificial intelligence “super factory” with the grand opening of its newest multibillion-dollar data center facility in Atlanta. The company said it’s going to link the…

AI

OpenAI’s GPT-5.1 model gets a personality makeover and superior reasoning skills

By Mike Wheatley Nov 12, 2025

OpenAI Group PBC has announced the first major upgrade to its flagship GPT‑5 large language model, following mixed reviews when it launched in August. The update is intended to make ChatGPT “smarter and more enjoyable”…

Infra

Cisco’s focus on AI infrastructure pays off with strong earnings and revenue beat

By Mike Wheatley Nov 12, 2025

Networking giant Cisco Systems Inc. delivered better-than-expected profit and revenue in its fiscal first-quarter earnings results today and offered solid guidance for the current period, demonstrating progress in its efforts to capture more artificial…

AI

Google Photos adds support for Nano Banana-powered AI editing features

By Mike Wheatley Nov 11, 2025

Google LLC today announced one of the biggest updates to the Google Photos application in years, adding a half-dozen new features — many of them powered by its new image and video generation model, Nano…

AI

SoftBank offloads $5.8B stake in Nvidia to free up cash for OpenAI investment

By Mike Wheatley Nov 11, 2025

SoftBank Group Corp. has sold its entire remaining stake in Nvidia Corp. in order to raise funds for its promised $22.5 billion investment in ChatGPT maker OpenAI Group PBC. The Japanese company said in…

Infra

AMD snaps up MK1 to accelerate inference and reasoning on Instinct GPUs

By Mike Wheatley Nov 10, 2025

Chipmaker Advanced Micro Devices Inc. has added to a string of recent acquisitions, buying a startup called MK1 that develops software to enhance the inference and reasoning capabilities of its artificial intelligence processors. The…

AI

CoLab gets $72M in funding to capture the knowledge of the world’s best engineers

By Mike Wheatley Nov 10, 2025

CoLab Software Inc., a creator of artificial intelligence tools designed to help automate engineering tasks, said today it has closed on $72 million in Series C funding. The startup has created a platform called…

Infra

CoreWeave’s stock wavers on data center delay and lower revenue forecast

By Mike Wheatley Nov 10, 2025

Artificial intelligence compute infrastructure company CoreWeave Inc. delivered better-than-expected financial results today, but its stock lost ground after-hours when it revealed a tepid revenue forecast and said one of its third-party developers has fallen…

Mike Wheatley

Applied Materials beats forecasts and predicts higher AI chip demand in 2026, but stock falls anyway

Alembic Technologies raises $145M and buys an Nvidia-powered supercomputer to accelerate ‘causal AI’

Microsoft brings Atlanta-based AI ‘super factory’ online

OpenAI’s GPT-5.1 model gets a personality makeover and superior reasoning skills

Cisco’s focus on AI infrastructure pays off with strong earnings and revenue beat

Google Photos adds support for Nano Banana-powered AI editing features

SoftBank offloads $5.8B stake in Nvidia to free up cash for OpenAI investment

AMD snaps up MK1 to accelerate inference and reasoning on Instinct GPUs

CoLab gets $72M in funding to capture the knowledge of the world’s best engineers

CoreWeave’s stock wavers on data center delay and lower revenue forecast

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