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Big Data

Palantir beats earnings expectations, raises full-year guidance as US revenue doubles

By Duncan Riley May 4, 2026

Shares in Palantir Technologies Inc. sagged more than 2% in late trading today despite the big-data analytics company beating first-quarter expectations and raising full-year guidance for the second consecutive quarter. For its fiscal 2026…

AI

SAP acquires Dremio, Prior Labs to enhance its tabular AI capabilities

By Maria Deutscher May 4, 2026

SAP SE today announced plans to acquire two startups that help organizations analyze tabular data, or information stored in rows and columns. Santa Clara, California-based Dremio Inc. raised more than $300 million prior to…

AI

Three insights you might have missed from theCUBE’s coverage of Google Cloud Next

By Manny Veiga May 4, 2026

The race for AI dominance is about more than which model will reign supreme. The real action is happening underneath the surface, where hyperscalers such as Google LLC are focused on the infrastructure and…

AI

‘An engine without a car’: Why AI without workflow structure fails to deliver measurable value

By Jonathan Anthony May 4, 2026

Most enterprise AI pilots are failing to deliver measurable AI business value, and Appian Corp. is suggesting that the culprit isn’t the technology. The gap between AI experimentation and real enterprise transformation is widening…

Infra

AI chip provider Cerebras seeks to raise $3.5B in IPO at $26.6B valuation

By Maria Deutscher May 4, 2026

Cerebras Systems Inc., a maker of supersized artificial intelligence chips, today disclosed the financial terms of its upcoming public offering. The company hopes to raise as much as $3.5 billion by selling 28 million…

Security

What to expect at the DigiCert Trust Summit: Join theCUBE May 13

By Devony Hof May 4, 2026

Artificial intelligence has rapidly changed the cybersecurity landscape, leaving organizations reeling — and in need of new trust infrastructure. More than 70% of organizations are already deploying AI-powered security tools, yet nearly 90% remain…

AI

Agentic development demands a multi-model strategy — and the governance to match

By Tristan Foster May 4, 2026

The rapid rise of agentic development has radically transformed the software engineering landscape, compelling enterprises to embrace a multi-model AI ecosystem. The pace of change in software development has outstripped even the most optimistic…

AI

Google and PwC are closing the enterprise AI trust gap one agent at a time

By Tristan Foster May 4, 2026

The race to capture tangible AI value – and to extract a genuine return on investment – has officially moved from isolated experiments to the core of enterprise operations. As enterprises turn to agentic…

AI

‘Slay the dragon’: Appian says process orchestration is the fix enterprise AI keeps skipping

By Thomas Godwin May 4, 2026

The enthusiasm for enterprise AI is outpacing strategic thinking — and process automation, not more AI tools, is the fix most organizations might be missing. The wall that most enterprises face is an overabundance…

Apps

Penske and Amazon introduce supply chain logistics solutions aimed at businesses

By Kyt Dotson May 4, 2026

Amazon.com Inc. and Penske Logistics, the transportation solutions division of Penske Corp. Inc., today separately announced supply chain solutions aimed at easing business operations. Penske announced the launch of Supply Chain Insight, a technology platform and mobile application that tracks warehousing and shipments in real-time. Amazon introduced Supply Chain…

the latest

Palantir beats earnings expectations, raises full-year guidance as US revenue doubles

SAP acquires Dremio, Prior Labs to enhance its tabular AI capabilities

‘An engine without a car’: Why AI without workflow structure fails to deliver measurable value

AI chip provider Cerebras seeks to raise $3.5B in IPO at $26.6B valuation

What to expect at the DigiCert Trust Summit: Join theCUBE May 13

Agentic development demands a multi-model strategy — and the governance to match

Google and PwC are closing the enterprise AI trust gap one agent at a time

‘Slay the dragon’: Appian says process orchestration is the fix enterprise AI keeps skipping

Penske and Amazon introduce supply chain logistics solutions aimed at businesses

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