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Infra

Telcos’ last chance: Why the edge becomes hyperconverged

By Dave Vellante and John Furrier Mar 6, 2026

Our main thesis coming out of MWC 2026 is that the telecommunications industry is staring at a once-in-a-generation infrastructure reset. Carriers poured billions into 5G spectrum, fiber expansion and network modernization on the promise…

AI

Telcos try to hop on the AI train, Anthropic wars with the Pentagon, and agents threaten Microsoft

By Robert Hof Mar 6, 2026

Can telecommunications companies leverage artificial intelligence to become, at long last, more than dumb pipes? Or, as so often has happened, will they get left behind in the coming platform shift? Maybe third or…

AI

Anthropic launches tool to monitor jobs lost to AI systems

By James Farrell Mar 5, 2026

Anthropic PBC today announced it has introduced a detection tool that measures artificial intelligence’s displacement of jobs. The forecasts so far of what AI will do to the labor force have ranged from dystopian…

IoT

Hardware testing startup Nominal raises $80M at $1B valuation

By Maria Deutscher Mar 5, 2026

Engineering software startup Nominal Inc. today announced that it has closed a $80 million funding round at a $1 billion valuation. Founders Fund led the Series B-2 investment. It was joined by Sequoia Capital,…

Big Data

Data quality automation startup Validio raises $30M

By Mike Wheatley Mar 5, 2026

Stockholm-based startup Validio AB said today it has raised $30 million in funding to tackle one of the biggest problems holding back enterprises’ artificial intelligence projects: fixing the data foundation they’re built on. Today’s…

Infra

Investors marvel at Marvell’s solid earnings and revenue beat on AI chip demand

By Mike Wheatley Mar 5, 2026

Marvell Technology Inc.’s stock was flying high in late trading today after the chipmaker surpassed Wall Street’s expectations in its latest financial results and offered a promising short-term forecast. The company delivered fourth-quarter earnings…

AI

OpenAI launches GPT-5.4 with computer vision, tool use enhancements

By Maria Deutscher Mar 5, 2026

OpenAI Group PBC today launched a new large language model that it says is more adept at automating work tasks than its earlier algorithms. GPT-5.4 is available in ChatGPT, the Codex programming tool and…

Security

Cybersecurity startup Cylake launches with $45M to build AI-native data sovereignty platform

By Duncan Riley Mar 5, 2026

Cybersecurity startup Cylake Inc. launched today with an announcement that it had raised $45 million in funding to further develop its artificial intelligence-driven platform. Founded by Nir Zuk, Wilson Xu and Ehud (Udi) Shamir…

Cloud

Senior-care tech startup Sage raises $65M for platform that monitors resident activity in care facilities

By Duncan Riley Mar 5, 2026

Senior-care technology company Sage revealed today that it has raised $65 million in new funding to improve the quality of life for older adults and their caregivers. Founded in 2020 as Elder Technologies Inc.,…

IoT

Samsara shares jump after earnings beat expectations, guidance tops forecasts

By Duncan Riley Mar 5, 2026

Shares of Samsara Inc. jumped more than 11% in late trading today after the internet of things cloud platform provider impressed with earnings and revenue beats in its fiscal 2026 fourth quarter and provided…

the latest

Telcos try to hop on the AI train, Anthropic wars with the Pentagon, and agents threaten Microsoft

Anthropic launches tool to monitor jobs lost to AI systems

Hardware testing startup Nominal raises $80M at $1B valuation

Data quality automation startup Validio raises $30M

Investors marvel at Marvell’s solid earnings and revenue beat on AI chip demand

OpenAI launches GPT-5.4 with computer vision, tool use enhancements

Cybersecurity startup Cylake launches with $45M to build AI-native data sovereignty platform

Senior-care tech startup Sage raises $65M for platform that monitors resident activity in care facilities

Samsara shares jump after earnings beat expectations, guidance tops forecasts

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